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Find Retirement Advisors for Retirement Planning in Harrison, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Harrison, New York

Last Updated - March 28, 2026

Harrison has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Harrison, New York have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Harrison, New York

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

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Top 8 Retirement Planning firms in Harrison, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	500 Mamaroneck Avenue, 4th Floor Harrison, NY, 10528	$119,844,184,594	45	134	A percentage of AUM, Performance Based
2	500 Mamaroneck Avenue, Suite 501 Harrison, NY, 10528	$810,706,000	2026	11	A percentage of AUM, Hourly charges, Fixed fees
3	500 Mamaroneck Avenue, Suite 320 Harrison, NY, 10528	$398,604,588	43	3	A percentage of AUM, Performance Based
4	500 Mamaroneck Ave, Suite 435 Harrison, NY, 10528	$292,927,012	577	6	A percentage of AUM, Fixed fees
5	83 Calvert St, Harrison, NY, 10528	$95,000,000	230	1	A percentage of AUM
6	550 Mamaroneck Avenue, Suite 402 Harrison, NY, 10528	$61,328,487	264	4	A percentage of AUM, Hourly charges
7	500 Mamaroneck Avenue, Suite 212 Harrison, NY, 10528	$55,214,053	47	2	A percentage of AUM
8	105 Calvert St., Suite 100, Harrison, NY, 10528	$51,215,128	81	6	A percentage of AUM, Subscription fees

Information on Top Retirement Planning firms in Harrison, New York

MARINER INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 124744

Assets Under Management $119,844,184,594

No. Of Clients45

Clients Per Financial Advisor0

MARINER INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $120B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 134 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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NEXT LEVEL PRIVATE LLC

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QualificationsFirm CRD# 313247

Assets Under Management $810,706,000

No. Of Clients2026

Clients Per Financial Advisor184

NEXT LEVEL PRIVATE LLC is a financial advisory firm situated in Harrison, New York. With a nearly $811M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2026 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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WELCH CAPITAL PARTNERS LLC

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QualificationsFirm CRD# 106721

Assets Under Management $398,604,588

No. Of Clients43

Clients Per Financial Advisor14

WELCH CAPITAL PARTNERS LLC is a financial advisory firm situated in Harrison, New York. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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SYKON CAPITAL LLC

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QualificationsFirm CRD# 326728

Assets Under Management $292,927,012

No. Of Clients577

Clients Per Financial Advisor96

SYKON CAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING)

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LIGHTEDWAY ADVISORY SERVICES, INC.

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QualificationsFirm CRD# 312712

Assets Under Management $95,000,000

No. Of Clients230

Clients Per Financial Advisor230

LIGHTEDWAY ADVISORY SERVICES, INC. is a financial advisory firm situated in Harrison, New York. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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MAIN STREET FINANCIAL

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QualificationsFirm CRD# 118130

Assets Under Management $61,328,487

No. Of Clients264

Clients Per Financial Advisor66

MAIN STREET FINANCIAL is a financial advisory firm situated in Harrison, New York. With a nearly $61M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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GEOCAPITAL LLC

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QualificationsFirm CRD# 110827

Assets Under Management $55,214,053

No. Of Clients47

Clients Per Financial Advisor24

GEOCAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Other (ADVISORY SERVICES TO INVESTMENT ADVISER)

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BESPOKE INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 144080

Assets Under Management $51,215,128

No. Of Clients81

Clients Per Financial Advisor14

BESPOKE INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Subscription fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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