How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Irvington, New York

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Irvington, New York, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Irvington, New York

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Irvington, New York

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC1130 RXR PlazaUniondale, NY 11556	N/A	$270,770,414,647	Not Specified	Fee-Only

Financial Advisor

Edelman Financial Engines, LLC1130 RXR PlazaUniondale, NY 11556

ExperienceN/A

AUM$270,770,414,647

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Irvington, New York

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Location

1130 RXR Plaza,Suite 1130,Uniondale,NY 11556

Phone Number

877-208-7414

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Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Top Financial Advisory Firms in Irvington, New York

Irvington, New York is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Irvington, New York are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Irvington, New York, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


MORGAN STANLEYPurchase, NY	29300	2405783	$1,402,425,838,334	A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
BLACKROCK FINANCIAL MANAGEMENT, INCNew York, NY	6407	2184	$1,288,497,806,439	A percentage of AUM, Fixed fees, Performance Based
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDNew York, NY	34934	2911578	$1,271,593,679,276	A percentage of AUM, Fixed fees, Commission Based
BLACKROCK ADVISORS, LLCNew York, NY	221	306	$869,677,370,186	A percentage of AUM
MORGAN STANLEY INVESTMENT MANAGEMENT INC.New York, NY	492	25406	$535,031,832,553	A percentage of AUM, Fixed fees, Performance Based
MILLENNIUM MANAGEMENT LLCNew York, NY	5550	16	$505,942,442,915	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
APOLLO CAPITAL MANAGEMENT, L.P.New York, NY	2909	842	$504,069,852,027	A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
UBS ASSET MANAGEMENT (AMERICAS) LLCNew York, NY	823	353642	$477,863,691,247	A percentage of AUM, Fixed fees, Performance Based
TEACHERS ADVISORS, LLCNew York, NY	398	139	$368,621,852,285	A percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL)
BNY MELLON INVESTMENT ADVISER, INC.New York, NY	96	117	$339,697,579,697	A percentage of AUM
NEUBERGER BERMAN INVESTMENT ADVISERS LLCNew York, NY	1668	41354	$337,283,181,637	A percentage of AUM, Fixed fees, Performance Based
KOHLBERG KRAVIS ROBERTS & CO. L.P.New York, NY	1635	125	$307,733,342,981	A percentage of AUM, Performance Based
NYL INVESTORS LLCNew York, NY	312	112	$300,897,738,311	A percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)
J.P. MORGAN PRIVATE INVESTMENTS INC.New York, NY	745	941857	$292,912,547,772	A percentage of AUM, Performance Based, Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES)
RBC CAPITAL MARKETS, LLCNew York, NY	8476	477674	$259,962,335,074	A percentage of AUM, Fixed fees

Firm Name

MORGAN STANLEYPurchase, NY

No. of Advisors29300

AUM$1,402,425,838,334

No. of Clients2405783

Fee StructureA percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)

Firm Name

BLACKROCK FINANCIAL MANAGEMENT, INCNew York, NY

No. of Advisors6407

AUM$1,288,497,806,439

No. of Clients2184

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDNew York, NY

No. of Advisors34934

AUM$1,271,593,679,276

No. of Clients2911578

Fee StructureA percentage of AUM, Fixed fees, Commission Based

Firm Name

BLACKROCK ADVISORS, LLCNew York, NY

No. of Advisors221

AUM$869,677,370,186

No. of Clients306

Fee StructureA percentage of AUM

Firm Name

MORGAN STANLEY INVESTMENT MANAGEMENT INC.New York, NY

No. of Advisors492

AUM$535,031,832,553

No. of Clients25406

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MILLENNIUM MANAGEMENT LLCNew York, NY

No. of Advisors5550

AUM$505,942,442,915

No. of Clients16

Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

APOLLO CAPITAL MANAGEMENT, L.P.New York, NY

No. of Advisors2909

AUM$504,069,852,027

No. of Clients842

Fee StructureA percentage of AUM, Performance Based, Other (CARRIED INTEREST)

Firm Name

UBS ASSET MANAGEMENT (AMERICAS) LLCNew York, NY

No. of Advisors823

AUM$477,863,691,247

No. of Clients353642

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

TEACHERS ADVISORS, LLCNew York, NY

No. of Advisors398

AUM$368,621,852,285

No. of Clients139

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL)

Firm Name

BNY MELLON INVESTMENT ADVISER, INC.New York, NY

No. of Advisors96

AUM$339,697,579,697

No. of Clients117

Fee StructureA percentage of AUM

Firm Name

NEUBERGER BERMAN INVESTMENT ADVISERS LLCNew York, NY

No. of Advisors1668

AUM$337,283,181,637

No. of Clients41354

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

KOHLBERG KRAVIS ROBERTS & CO. L.P.New York, NY

No. of Advisors1635

AUM$307,733,342,981

No. of Clients125

Fee StructureA percentage of AUM, Performance Based

Firm Name

NYL INVESTORS LLCNew York, NY

No. of Advisors312

AUM$300,897,738,311

No. of Clients112

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)

Firm Name

J.P. MORGAN PRIVATE INVESTMENTS INC.New York, NY

No. of Advisors745

AUM$292,912,547,772

No. of Clients941857

Fee StructureA percentage of AUM, Performance Based, Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES)

Firm Name

RBC CAPITAL MARKETS, LLCNew York, NY

No. of Advisors8476

AUM$259,962,335,074

No. of Clients477674

Fee StructureA percentage of AUM, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?