Loading listings...
Loading listings...
Browse verified financial advisor professionals in White Plains, NY. Compare ratings, read reviews, and request a quote for free.
Showing 1–20 of 229 results
White Plains has 229 financial advisors available to help with wealth management, retirement planning, and investment strategy. The market offers a range of professionals serving individual and business clients across Westchester County and the surrounding region. Whether you're planning for retirement, managing investments, or seeking comprehensive financial guidance, you'll find advisors with varying specialties and approaches in the area.
Read our guide: Best Financial Advisors in White Plains, NY
In-depth rankings, tips, and FAQs for choosing a financial advisor in White Plains
A solid financial advisor should provide transparent fee disclosures upfront and maintain a written agreement outlining services and responsibilities. Look for professionals who take time to understand your full financial situation before recommending strategies, and who are willing to explain their reasoning in plain language. Be cautious of advisors who pressure you into immediate decisions, guarantee specific returns, or focus heavily on selling proprietary products. Verify their regulatory standing through official databases and ask for written documentation of any claims about past performance.
There are 229 financial advisors actively listed in White Plains, offering a wide range of services and specialties.
Check the SEC's Investment Adviser Public Disclosure database or FINRA's BrokerCheck to confirm licenses, registrations, and disciplinary history. Ask the advisor directly for their credentials and request to see documentation.
Ask about their experience, credentials, fee structure, investment philosophy, and how they measure success. Request references from existing clients and clarify whether they act as a fiduciary at all times.
Most advisors recommend quarterly or annual reviews to monitor progress toward goals and adjust strategies as needed. Discuss the frequency that works best for your situation during your initial consultation.
Fee-only advisors charge flat fees or hourly rates for advice, while commission-based advisors earn money when you buy certain products. Fee-only models may reduce conflicts of interest, but discuss the specific arrangement with your advisor.