Boyer 2 Accountants
“We're all the way in Arizona and we 100% trust Chris and his team.”
Best Financial Advisors in White Plains, NY
15 firms listed · all 15 in White Plains · 1 open weekends · 10 rated 4.5+
Data verified October 18, 2026
Heller & Filippone
“Thank you Ed and your team for always being available and never causing me an issue with my business taxes and with my own personal taxes to this day :)”
Hara Yoshida Accounting
“Now that they process their services online from the beginning to the end, I am paperless and spend much less time for my taxes.”
Prato Capital Management
“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances.”
David Lerner Associates
Fox Financial Services
“I loved Andrew's analogy that my life previous investment strategy was like playing football without a helmet and never knew.”
The 15 firms listed for White Plains, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: White Plains, NY
All 15 firms we list here are in White Plains itself. We have 20 firms in White Plains on file; this page shows the highest-rated 15. 10 of the firms on this page have a rating, from 4.6 to 5.0 across 127 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 12 have ten or more years of experience, the longest 40 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for White Plains take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Trivium Point Advisory
“We used Trivium for our startup and have been impressed - not only with their knowledge in tax and wealth management, but their attention to detail and friendly service.”
Wealth Habits
“With Gabe, my wife and I have had extensive discussions about our financial future: what are our priorities, when we plan to retire, and how much we should save per year to reach that goal.”
The Portfolio Strategy Group
Martone Capital Management
Landau Advisory
M1 Capital Corp
Downtown Investment Advisory
Asterion Wealth Advisory Group
Cognetic Capital Advisors
Why these companies made our list
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