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Top RIA Firms in White Plains, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in White Plains, New York. This hub covers 22 matching firms with $14.9B in total reported AUM and median AUM of $206.5M.
Firms
22
Matching current profiles
Total AUM
$14.9B
Reported regulatory AUM
Median AUM
$206.5M
Across firms with AUM
Largest firm
$2.6B
The Portfolio Strategy Group, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. The Portfolio Strategy Group, LLC CRD 166593 · Limited Liability Company | WHITE PLAINS, NY | $2.6B Mar 2026 | +$236.0M+9.9% | +$680.7M+35.1% | +$640.6M+32.3% | +$1.6B+159.6% | +3 employees+25.0% over 3Y | +73 accounts+18.0% over 3Y |
| 2. Rethink Capital Partners, LLC CRD 171118 · Limited Liability Company | WHITE PLAINS, NY | $2.2B Mar 2026 | -$585.0K-0.0% | -$711.3M-24.2% | +$68.7M+3.2% | +$1.8B+403.4% | -2 employees-5.6% over 3Y | +2 accounts+8.0% over 3Y |
| 3. Tortoise Investment Management, LLC CRD 128723 · Limited Liability Company | WHITE PLAINS, NY | $2.1B Mar 2026 | +$606.6M+41.5% | +$720.8M+53.5% | +$902.3M+77.4% | +$1.8B+662.4% | +2 employees+10.5% over 3Y | +622 accounts+25.8% over 3Y |
| 4. Halyard Asset Management LLC CRD 154493 · Limited Liability Company | WHITE PLAINS, NY | $2.0B Mar 2026 | +$490.2M+31.9% | +$288.4M+16.6% | +$616.9M+43.7% | +$1.7B+438.2% | -1 employees-20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Matrix Asset Advisors INC CRD 107408 · Corporation | WHITE PLAINS, NY | $1.4B Mar 2026 | +$376.2M+36.8% | +$403.1M+40.5% | +$583.4M+71.7% | +$523.5M+59.9% | 0 employees+0.0% over 3Y | +88 accounts+15.7% over 3Y |
| 6. Lyonross Capital Management, LLC CRD 156637 · Limited Liability Company | WHITE PLAINS, NY | $880.5M Mar 2026 | +$238.2M+37.1% | +$466.0M+112.4% | +$540.1M+158.7% | +$594.5M+207.9% | 0 employees+0.0% over 3Y | +1 accounts+100.0% over 3Y |
| 7. Lnk Partners, LLC CRD 157725 · Limited Liability Company | WHITE PLAINS, NY | $748.6M Mar 2026 | +$81.9M+12.3% | +$217.5M+41.0% | +$171.6M+29.7% | -$157.0M-17.3% | -6 employees-75.0% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Jade Mountain Partners, LLC CRD 290415 · Limited Liability Company | WHITE PLAINS, NY | $588.4M Mar 2026 | -$234.2M-28.5% | -$499.0M-45.9% | -$337.6M-36.5% | — | -1 employees-5.9% over 3Y | -3 accounts-33.3% over 3Y |
| 9. Madison Advisory Services, INC. CRD 132386 · Corporation | WHITE PLAINS, NY | $509.7M Apr 2026 | +$80.9M+18.9% | +$154.6M+43.5% | +$234.9M+85.5% | +$420.3M+470.2% | -2 employees-11.1% over 3Y | -33 accounts-1.5% over 3Y |
| 10. Paradigm Asset Management CRD 111479 · Limited Liability Company | WHITE PLAINS, NY | $441.7M Mar 2026 | +$69.2M+18.6% | +$67.9M+18.2% | +$95.8M+27.7% | -$588.8M-57.1% | 0 employees+0.0% over 3Y | -1 accounts-9.1% over 3Y |
| 11. Prato Capital Management CRD 289917 · Corporation | WHITE PLAINS, NY | $224.6M Mar 2026 | +$28.8M+14.7% | +$61.8M+37.9% | +$72.3M+47.5% | — | 0 employees+0.0% over 3Y | +97 accounts+15.9% over 3Y |
| 12. Timber Point Capital Management CRD 307366 · Limited Liability Company | WHITE PLAINS, NY | $188.3M Mar 2026 | +$146.0M+344.6% | +$73.2M+63.5% | +$81.5M+76.2% | — | 0 employees+0.0% over 3Y | -24 accounts-88.9% over 3Y |
| 13. Lanx Management, LLC CRD 138305 · Limited Liability Company | WHITE PLAINS, NY | $187.7M Mar 2026 | +$6.7M+3.7% | -$57.3M-23.4% | -$175.1M-48.3% | -$176.3M-48.4% | -2 employees-50.0% over 3Y | +3 accounts+25.0% over 3Y |
| 14. Milagre Wealth Management, INC. CRD 309185 · Corporation | WHITE PLAINS, NY | $137.1M Mar 2026 | -$11.3B-98.8% | +$65.4M+91.2% | +$46.6M+51.5% | — | +1 employees+33.3% over 3Y | +43 accounts+11.6% over 3Y |
| 15. Downtown Investment Advisory CRD 168812 · Limited Liability Company | WHITE PLAINS, NY | $125.3M Feb 2026 | +$5.1M+4.2% | +$11.5M+10.1% | +$1.3M+1.1% | +$78.6M+168.0% | -1 employees-50.0% over 3Y | +15 accounts+10.9% over 3Y |
| 16. Dynamic Trading Management, LLC. CRD 142638 · Limited Liability Company | WHITE PLAINS, NY | $116.6M Mar 2026 | +$63.4M+119.2% | +$68.4M+141.9% | +$81.8M+235.0% | +$91.1M+358.0% | +2 employees+200.0% over 3Y | +28 accounts+25.0% over 3Y |
| 17. Fox Financial Services, INC. CRD 112506 · Corporation | WHITE PLAINS, NY | $110.9M Feb 2026 | +$19.9M+21.9% | +$26.6M+31.6% | +$24.9M+29.0% | +$55.4M+100.1% | 0 employees+0.0% over 3Y | +200 accounts+281.7% over 3Y |
| 18. Stonebridge Partners LLC CRD 160018 · Limited Liability Company | WHITE PLAINS, NY | $99.4M May 2026 | -$28.5M-22.3% | -$23.9M-19.3% | -$5.9M-5.6% | -$116.6M-54.0% | -2 employees-33.3% over 3Y | -4 accounts-22.2% over 3Y |
| 19. Arrowhead Investment Management LLC CRD 285032 · Limited Liability Company | WHITE PLAINS, NY | $77.6M Mar 2026 | -$203.9M-72.4% | -$244.2M-75.9% | -$256.5M-76.8% | -$211.4M-73.1% | -2 employees-33.3% over 3Y | -3 accounts-75.0% over 3Y |
| 20. Financial Planning Associates, LLC CRD 159404 · Limited Liability Company | WHITE PLAINS, NY | $74.7M Mar 2026 | +$10.2M+15.8% | +$21.4M+40.2% | +$6.7M+9.9% | +$22.6M+43.2% | 0 employees+0.0% over 3Y | +2 accounts+3.4% over 3Y |
| 21. Whippoorwill Associates INC CRD 107497 · Corporation | WHITE PLAINS, NY | $31.2M Mar 2026 | -$13.8M-30.6% | -$39.7M-56.0% | -$15.3M-32.9% | -$897.8M-96.6% | 0 employees+0.0% over 3Y | -2 accounts-40.0% over 3Y |
| 22. Derivaty CO CRD 310249 · Corporation | WHITE PLAINS, NY | $28.0M Mar 2026 | -$2.0M-6.7% | -$11.0M-28.2% | -$11.0M-28.2% | — | +1 employees+50.0% over 3Y | +2 accounts+200.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.