Direct booking

Advisors near 10960

Out of 400,000+ nationwide

user avatar

John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
user avatar
firm logo

Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
user avatar
firm logo

Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Real estate investing
user avatar
firm logo

Sean W

Series 63, Series 66

Katonah, NY

Brandon Hill Wealth Management, LLC

Options & derivatives strategies
user avatar
firm logo

Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
user avatar
firm logo

Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Curtis P

CFP®, Series 66

Tarrytown, NY

Pope Wealth Planning, LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

William M

ChFC®, Series 63, Series 65

Tarrytown, NY

Martone Capital Management, Inc.

Wealth management
user avatar
firm logo

Brandon S

Series 65

Woodcliff Lake, NJ

Active Wealth Advisors

Active portfolio management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.