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As of May 2026, RatingsNearMe ranks 17 financial advisors in White Plains, NY by verified customer ratings and review volume. The highest-rated is Mervyn Boone Jr: Primerica - Financial Services with a 4.8-star rating from 50 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Mervyn Boone Jr: Primerica - Financial Services
34 S Broadway # 512, White Plains, NY 10601, USA
CPC Wealth Management
45 Knollwood Rd # 101, Elmsford, NY 10523, USA
David Lerner Associates, Inc.
599 W Hartsdale Ave, White Plains, NY 10607, USA
Financial 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 | Edelman Financial Engines10 Bank St #1215, White Plains, NY 10606, USA | 5.0★ | 1 |
| #5 | Fox Financial Services Inc5 Waller Ave # 305, White Plains, NY 10601, USA | 5.0★ | 1 |
| #6 | Seven Bridges Wealth Advisors50 Main St Suite 1560, White Plains, NY 10606, USA | 5.0★ | 1 |
| #7 | FMD Wealth Advisors169 Mamaroneck Ave 2nd floor #36, White Plains, NY 10601, USA | 5.0★ | 2 |
| #8 | Merrill Lynch Financial Advisor Paul McKirgan360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA | 5.0★ | 1 |
| #9 | Merrill Lynch Wealth Management360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA | 3.7★ | 3 |
| #10 | Wealth Habits5 Sage Ct, White Plains, NY 10605, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in White Plains
Edelman Financial Engines
10 Bank St #1215, White Plains, NY 10606, USA
Fox Financial Services Inc
5 Waller Ave # 305, White Plains, NY 10601, USA
Seven Bridges Wealth Advisors
50 Main St Suite 1560, White Plains, NY 10606, USA
FMD Wealth Advisors
169 Mamaroneck Ave 2nd floor #36, White Plains, NY 10601, USA
Merrill Lynch Financial Advisor Paul McKirgan
360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Merrill Lynch Wealth Management
360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Wealth Habits
5 Sage Ct, White Plains, NY 10605, USA
Rienas & Brown Wealth Management
399 Knollwood Rd Ste 212, White Plains, NY 10603, USA
Prato Capital Management
75 S Broadway STE 404, White Plains, NY 10601, USA
Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC
399 Knollwood Rd Ste 212, White Plains, NY 10603, USA
Northwestern Mutual - White Plains
50 Main St Ste 1227, White Plains, NY 10606, USA
Paul Bello - TIAA Wealth Management Advisor
4 Westchester Park Dr #150, White Plains, NY 10604, USA
Maria Bekas, Financial Adviser - Positive Wealth Strategies LLC
44 S Broadway Ste 1801, White Plains, NY 10601, USA
Prospera Financial Services New York
200 Mamaroneck Ave #204, White Plains, NY 10601, USA
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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.
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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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