City
Wealth management firms in White Plains, New York
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in White Plains, New York reported $7.6 billion in regulatory assets under management; the largest by assets was The Portfolio Strategy Group, LLC, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $7.6 billion
- Average per firm
- $377.8 million
- SEC-registered, of those listed
- 12 of 20 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Portfolio Strategy Group, LLC | SEC | $2.6 billion | 478 |
| 2 | Tortoise Investment Management, LLC | SEC | $2.1 billion | 3,029 |
| 3 | Matrix Asset Advisors Inc | SEC | $1.4 billion | 650 |
| 4 | Madison Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $509.7 million | 2,229 |
| 5 | Prato Capital Management | SEC | $224.6 million | 706 |
| 6 | Prism Planning and Solutions Group | SEC | $157.0 million | 426 |
| 7 | Milagre Wealth Management, Inc. | SEC | $137.1 million | 414 |
| 8 | Downtown Investment Advisory | SEC | $125.3 million | 153 |
| 9 | Dynamic Trading Management, LLC. | SEC | $116.6 million | 140 |
| 10 | Fox Financial Services, Inc. | SEC | $110.9 million | 271 |
| 11 | True Abundance Advisors | SEC | $32.0 million | 57 |
| 12 | Saposh & Malter, Inc. | State | $24.6 million | 21 |
| 13 | Yoshida Wealth Management, Inc. | State | $17.0 million | 98 |
| 14 | Huygens Capital LLC | State | $10.7 million | 14 |
| 15 | System Research, LLC | State | $4.0 million | 32 |
| 16 | FMD Wealth Advisors LLC | State | $140,249 | 1 |
| 17 | Future Proof Consulting Group LLC | State | $0 | 0 |
| 18 | Landau Advisory LLC | State | $0 | 0 |
| 19 | Midfield Private Wealth, LLC | SEC | $0 | 0 |
| 20 | Velbridge Wealth Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.