Top Picks · New Rochelle
Best Financial Advisors in New Rochelle, NY
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 16 financial advisors in New Rochelle, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Bankers Conseco Life Insurance Company with a 4.9-star rating from 150 Google reviews and an RNM Score of 96/100. Also in the top tier: Flynn Financial Partners, Ltd. and Settanni Financial. The average rating across all listed financial advisors in New Rochelle is 5 stars from 29 reviews per business on average.
Financial advisors in New Rochelle typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
GreenLife Advisors, LLC
GreenLife Advisors, LLC is top-ranked due to its strong local reputation and comprehensive financial planning services tailored to New Rochelle residents.
Most Reviewed
GreenLife Advisors, LLC
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in New Rochelle, verify credentials like CFP® or CFA and read recent client reviews to ensure the advisor’s expertise matches your financial goals.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
29
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, this advisor holds a near-perfect 4.9-star rating.
271 North Ave #610, New Rochelle, NY 10801, USA5.0★ from 74 Google reviews; highly trusted financial advisor in New Rochelle.
56 Harrison St Suite 203, New Rochelle, NY 10801, USA5.0 stars from 31 reviews, reflecting exceptional client satisfaction.
84 Business Park Dr # 302, Armonk, NY 10504, USAFinancial Advisors Rankings in New Rochelle, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Bankers Conseco Life Insurance Company271 North Ave #610, New Rochelle, NY 10801, USA | 4.9★ | 150 |
| #2 | Flynn Financial Partners, Ltd.56 Harrison St Suite 203, New Rochelle, NY 10801, USA | 5.0★ | 74 |
| #3 | Settanni Financial84 Business Park Dr # 302, Armonk, NY 10504, USA | 5.0★ | 31 |
| #4 | Craig Frank - Financial Advisor, Ameriprise Financial Services, LLC600 Mamaroneck Ave Ste 425, Harrison, NY 10528, USA | 5.0★ | 1 |
| #5 | Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC440 Mamaroneck Ave Ste 401, Harrison, NY 10528, USA | — | — |
| #6 | Larchmont Wealth Management1940 Palmer Ave, Larchmont, NY 10538, USA | 5.0★ | 18 |
| #7 | Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY500 Mamaroneck Ave # 320, Harrison, NY 10528, USA | 5.0★ | 8 |
| #8 | GreenLife Advisors, LLC500 Mamaroneck Ave, Harrison, NY 10528, USA | 5.0★ | 4 |
| #9 | Douglas Royce Advisory Group LLC30 Antler Pl, New Rochelle, NY 10804, USA | 5.0★ | 2 |
| #10 | Next Level Private500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in New Rochelle
Exceptional 5.0-star rating from a small number of Google reviews.
600 Mamaroneck Ave Ste 425, Harrison, NY 10528, USA
New Rochelle financial advisor with no online reviews yet for you to consider.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, USA
5.0 stars from 18 reviews, reflecting exceptional client satisfaction in New Rochelle.
1940 Palmer Ave, Larchmont, NY 10538, USA
Exceptional 5.0-star rating from 8 Google reviews in New Rochelle.
500 Mamaroneck Ave # 320, Harrison, NY 10528, USA
Exceptional 5.0-star rating based on 4 Google reviews from clients in New Rochelle.
500 Mamaroneck Ave, Harrison, NY 10528, USA
5.0★ rating from 2 reviews for a New Rochelle financial advisor.
30 Antler Pl, New Rochelle, NY 10804, USA
Exceptional 5.0-star rating from a small number of Google reviews.
500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA
Exceptionally rated financial advisor with a perfect 5.0-star score from clients.
2500 Westchester Ave Suite 203, Purchase, NY 10577, USA
New Rochelle financial advisor with no online reviews yet.
56 Harrison St, New Rochelle, NY 10801, USA
No reviews yet for this New Rochelle financial advisor.
520 White Plains Rd # 500, Tarrytown, NY 10591, USA
No reviews yet for this New Rochelle financial advisor.
30 Church St # 4, New Rochelle, NY 10801, USA
New Rochelle financial advisor with no customer reviews yet, so ratings are unavailable.
109 Montgomery Ave Ste 202, Scarsdale, NY 10583, USA
This financial advisor in New Rochelle has not yet received any online reviews.
20 Cedar St Suite 105, New Rochelle, NY 10801, USA
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Financial Advisors in New Rochelle, NY — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bankers Conseco Life Insurance Company | 96/100 | 4.9 ★ | 150 |
| 2 | Flynn Financial Partners, Ltd. | 82/100 | 5.0 ★ | 74 |
| 3 | Settanni Financial | 77/100 | 5.0 ★ | 31 |
| 4 | Craig Frank - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 6 | Larchmont Wealth Management | 74/100 | 5.0 ★ | 18 |
| 7 | Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY | 70/100 | 5.0 ★ | 8 |
| 8 | GreenLife Advisors, LLC | 67/100 | 5.0 ★ | 4 |
| 9 | Douglas Royce Advisory Group LLC | 64/100 | 5.0 ★ | 2 |
| 10 | Next Level Private | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in New Rochelle
What is a fiduciary financial advisor and why does it matter in New Rochelle?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in New Rochelle, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in New Rochelle?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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