10+ Years · New Rochelle
Experienced Financial Advisors in New Rochelle, NY
Experience matters. These financial advisors in New Rochelle have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 16 financial advisors in New Rochelle, NY by verified customer ratings and review volume. The highest-rated is Bankers Conseco Life Insurance Company with a 4.9-star rating from 150 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
29
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Bankers Conseco Life Insurance Company
271 North Ave #610, New Rochelle, NY 10801, USA
Flynn Financial Partners, Ltd.
56 Harrison St Suite 203, New Rochelle, NY 10801, USA
Settanni Financial
84 Business Park Dr # 302, Armonk, NY 10504, USA
Financial 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 | Douglas Royce Advisory Group LLC30 Antler Pl, New Rochelle, NY 10804, USA | 5.0★ | 2 |
| #5 | Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY500 Mamaroneck Ave # 320, Harrison, NY 10528, USA | 5.0★ | 8 |
| #6 | LPL Financial56 Harrison St, New Rochelle, NY 10801, USA | — | — |
| #7 | GreenLife Advisors, LLC500 Mamaroneck Ave, Harrison, NY 10528, USA | 5.0★ | 4 |
| #8 | Next Level Private500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA | 5.0★ | 1 |
| #9 | Wells Fargo Advisors2500 Westchester Ave Suite 203, Purchase, NY 10577, USA | 5.0★ | 1 |
| #10 | Larchmont Wealth Management1940 Palmer Ave, Larchmont, NY 10538, USA | 5.0★ | 18 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in New Rochelle
Douglas Royce Advisory Group LLC
30 Antler Pl, New Rochelle, NY 10804, USA
Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
500 Mamaroneck Ave # 320, Harrison, NY 10528, USA
LPL Financial
56 Harrison St, New Rochelle, NY 10801, USA
GreenLife Advisors, LLC
500 Mamaroneck Ave, Harrison, NY 10528, USA
Next Level Private
500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA
Wells Fargo Advisors
2500 Westchester Ave Suite 203, Purchase, NY 10577, USA
Larchmont Wealth Management
1940 Palmer Ave, Larchmont, NY 10538, USA
Craig Frank - Financial Advisor, Ameriprise Financial Services, LLC
600 Mamaroneck Ave Ste 425, Harrison, NY 10528, USA
Westchester Financial Partners
520 White Plains Rd # 500, Tarrytown, NY 10591, USA
Edward Jones - Financial Advisor: Gregory Pilla
20 Cedar St Suite 105, New Rochelle, NY 10801, USA
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, USA
Edward Jones - Financial Advisor: Vaughn Childre
109 Montgomery Ave Ste 202, Scarsdale, NY 10583, USA
Investors Intelligence
30 Church St # 4, New Rochelle, NY 10801, USA
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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: May 17, 2026.
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