Top Picks · White Plains
Best Financial Advisors in White Plains, 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 17 financial advisors in White Plains, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Mervyn Boone Jr: Primerica - Financial Services with a 4.8-star rating from 50 Google reviews and an RNM Score of 76/100. Also in the top tier: CPC Wealth Management and David Lerner Associates, Inc.. The average rating across all listed financial advisors in White Plains is 4.9 stars from 10 reviews per business on average.
Financial advisors in White Plains 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
Prospera Financial Services New York
This firm combines comprehensive financial planning with personalized client service, making it a top choice among White Plains advisors.
Most Reviewed
Edelman Financial Engines
A high number of reviews often indicates broad client experience and proven reliability in managing diverse financial needs.
When choosing a financial advisor in White Plains, compare fee structures and services offered; also check regulatory records and client feedback to ensure a good fit for your specific goals.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by dozens of local clients, reflected in a 4.8-star rating.
34 S Broadway # 512, White Plains, NY 10601, USARated 5.0 stars from 29 Google reviews, this trusted financial advisor serves White Plains.
45 Knollwood Rd # 101, Elmsford, NY 10523, USATrusted by clients, this White Plains financial advisor holds a strong 4.7-star rating from dozens of reviews.
599 W Hartsdale Ave, White Plains, NY 10607, USAFinancial Advisors Rankings in White Plains, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Mervyn Boone Jr: Primerica - Financial Services34 S Broadway # 512, White Plains, NY 10601, USA | 4.8★ | 50 |
| #2 | CPC Wealth Management45 Knollwood Rd # 101, Elmsford, NY 10523, USA | 5.0★ | 29 |
| #3 | David Lerner Associates, Inc.599 W Hartsdale Ave, White Plains, NY 10607, USA | 4.7★ | 25 |
| #4 | Wealth Habits5 Sage Ct, White Plains, NY 10605, USA | 5.0★ | 9 |
| #5 | Prato Capital Management75 S Broadway STE 404, White Plains, NY 10601, USA | 5.0★ | 4 |
| #6 | Merrill Lynch Wealth Management360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA | 3.7★ | 3 |
| #7 | FMD Wealth Advisors169 Mamaroneck Ave 2nd floor #36, White Plains, NY 10601, USA | 5.0★ | 2 |
| #8 | Seven Bridges Wealth Advisors50 Main St Suite 1560, White Plains, NY 10606, USA | 5.0★ | 1 |
| #9 | Fox Financial Services Inc5 Waller Ave # 305, White Plains, NY 10601, USA | 5.0★ | 1 |
| #10 | Merrill Lynch Financial Advisor Paul McKirgan360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in White Plains
Exceptional 5.0-star rating from 9 reviews, reflecting trusted local financial guidance.
5 Sage Ct, White Plains, NY 10605, USA
Rated 5.0 stars from 4 reviews, this local financial advisor earns exceptional client trust.
75 S Broadway STE 404, White Plains, NY 10601, USA
3.7 stars from 3 Google reviews, indicating mixed client feedback.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Exceptional 5.0-star rating from a small number of Google reviews.
169 Mamaroneck Ave 2nd floor #36, White Plains, NY 10601, USA
Rated 5.0 stars from one Google review, reflecting exceptional client feedback.
50 Main St Suite 1560, White Plains, NY 10606, USA
5.0 stars from a handful of Google reviews.
5 Waller Ave # 305, White Plains, NY 10601, USA
Rated 5.0 stars from one review, this White Plains financial advisor has exceptional feedback.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Exceptional 5.0-star rating based on a few Google reviews.
44 S Broadway Ste 1801, White Plains, NY 10601, USA
Exceptional 5.0-star rating from a handful of Google reviews.
200 Mamaroneck Ave #204, White Plains, NY 10601, USA
A local financial advisor in White Plains, NY, with no customer reviews yet.
50 Main St Ste 1227, White Plains, NY 10606, USA
Rated 4.6 stars from 20 reviews, clients praise their knowledgeable financial guidance.
399 Knollwood Rd Ste 212, White Plains, NY 10603, USA
This advisor holds a perfect 5.0-star rating from four Google reviews.
399 Knollwood Rd Ste 212, White Plains, NY 10603, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
10 Bank St #1215, White Plains, NY 10606, USA
Rated 5.0 stars across several Google reviews for trusted financial guidance.
4 Westchester Park Dr #150, White Plains, NY 10604, USA
Get Free Quotes
We'll connect you with the top financial advisors in White Plains, NY.
Financial Advisors in White Plains, NY — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mervyn Boone Jr: Primerica - Financial Services | 76/100 | 4.8 ★ | 50 |
| 2 | CPC Wealth Management | 77/100 | 5.0 ★ | 29 |
| 3 | David Lerner Associates, Inc. | 71/100 | 4.7 ★ | 25 |
| 4 | Wealth Habits | 71/100 | 5.0 ★ | 9 |
| 5 | Prato Capital Management | 67/100 | 5.0 ★ | 4 |
| 6 | Merrill Lynch Wealth Management | 44/100 | 3.7 ★ | 3 |
| 7 | FMD Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 8 | Seven Bridges Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | Fox Financial Services Inc | 62/100 | 5.0 ★ | 1 |
| 10 | Merrill Lynch Financial Advisor Paul McKirgan | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in White Plains to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in White Plains
What is a fiduciary financial advisor and why does it matter in White Plains?
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 White Plains, 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 White Plains?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in White Plains
Related Searches
More ways to find financial advisors in White Plains
Financial Advisors in nearby cities