Ranked #1 in Beacon
Based in Poughkeepsie, 14 mi away
69/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.
Wealth Managers in Beacon, NY: 2026 rankings
33 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Beacon: Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC, RFA Score 69/100; 5.0★ from 46 Google reviews.
- 2
Most-reviewed: Carson Wealth, LLC, 107 Google reviews at 5.0★, the most of 33 ranked; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
33 Beacon wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.
Top 10 wealth managers in Beacon at a glance
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| Rank | Business | RFA Score | Google rating | Based in | Notable for |
|---|---|---|---|---|---|
| 1 | Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC | 69 | 5.0★ (46) | Poughkeepsie, 14 mi away | Top score |
| 2 | Carson Wealth, LLC | 68 | 5.0★ (107) | Franklin Lakes, 36 mi away | Most reviews |
| 3 | Resonate Wealth Partners | 65 | 5.0★ (47) | Ridgewood, 37 mi away | — |
| 4 | Samalin Wealth | 65 | 5.0★ (23) | North Castle, 26 mi away | — |
| 5 | CPC Wealth Management | 64 | 5.0★ (30) | Greenburgh, 33 mi away | — |
| 6 | Focused Wealth Management | 64 | 4.3★ (6) | Newburgh, 3 mi away | — |
| 7 | Wealth Enhancement Group - Doug Kuring | 63 | 5.0★ (14) | Danbury, 25 mi away | — |
| 8 | Seven Bridges Wealth Advisors | 63 | 5.0★ (5) | Poughkeepsie, 11 mi away | — |
| 9 | Raffer Wealth Management | 63 | 5.0★ (28) | Paramus, 40 mi away | — |
| 10 | Parks Wealth Management | 62 | 5.0★ (20) | Ridgewood, 37 mi away | — |
All 33 wealth managers in Beacon, in rank order
Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.
Based in Franklin Lakes, 36 mi away
68/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.
Based in Ridgewood, 37 mi away
65/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial advisor”.
Based in North Castle, 26 mi away
65/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.
Based in Greenburgh, 33 mi away
64/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.
Based in Newburgh, 3 mi away
64/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.
Based in Danbury, 25 mi away
63/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.
Based in Poughkeepsie, 11 mi away
63/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Paramus, 40 mi away
63/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.
Based in Ridgewood, 37 mi away
62/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.
Based in White Plains, 33 mi away
62/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.
Based in Stamford, 39 mi away
62/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.
Based in Greenwich, 37 mi away
62/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.
Based in Jefferson Valley-Yorktown, 29 mi away
62/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial consultant”.
Based in Greenburgh, 27 mi away
62/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Middletown, 21 mi away
61/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial advisor”.
Based in Kingston, 30 mi away
61/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.
Based in Eastchester, 37 mi away
61/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.
Based in Dumont, 38 mi away
61/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.
Based in Southbury, 39 mi away
61/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.
Based in Tarrytown, 32 mi away
60/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.
Based in Jefferson Valley-Yorktown, 19 mi away
60/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.
#23 Wealth Habits
Based in White Plains, 36 mi away
60/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.
Based in Ridgewood, 37 mi away
60/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Darien, 39 mi away
60/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.
All 33 wealth managers
#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.
| Rank | Business | RFA Score | Google rating | Distance |
|---|---|---|---|---|
| 26 | Shepherd Wealth | 59 | 5.0★ (3) | 30 mi |
| 27 | Regency Wealth Management | 58 | 5.0★ (3) | 31 mi |
| 28 | Green Wealth Management Group | 58 | 5.0★ (4) | 38 mi |
| 29 | Merrill Lynch Wealth Management | 57 | 3.7★ (3) | 34 mi |
| 30 | Cannon Wealth Solutions | 57 | 5.0★ (3) | 38 mi |
| 31 | Newpointe Wealth, LLC | 57 | 5.0★ (3) | 40 mi |
| 32 | Merrill Lynch Wealth Management | 57 | 3.4★ (5) | 40 mi |
| 33 | Sean Gavin - Private Wealth Advisor, Ameriprise Financial Services, LLC | 56 | 2.0★ (4) | 37 mi |
Also serving Beacon
20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
| Business | Google rating | Distance |
|---|---|---|
| Cetera Investors | In Beacon | |
| Charles Morris | In Beacon | |
| Dennis Arnold | In Beacon | |
| Edward Jones - Financial Advisor: Austin Schweitzer | 5.0★ (3) | In Beacon |
| Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® | 5.0★ (7) | In Beacon |
| Edward Jones Investments | In Beacon | |
| Hudson Valley Credit Union | 4.1★ (17) | In Beacon |
| Kim Dingee - Ameriprise Financial Services, Inc. | 2.0★ (1) | In Beacon |
| KWM Wealth Partners - Ameriprise Financial Services, LLC | In Beacon | |
| Michael Lentini - Wilmington Advisors @ M&T | 5.0★ (1) | In Beacon |
| Mindi Financial | In Beacon | |
| Murphy Wealth Management Group | 5.0★ (2) | In Beacon |
| Paul Ellis Consulting | In Beacon | |
| Peak Financial Group LLC | In Beacon | |
| Prosperity Capital Advisors | 5.0★ (2) | In Beacon |
| Rbt Wealth | In Beacon | |
| Walden Savings Bank | 5.0★ (1) | In Beacon |
| Wealth Enhancement Group | In Beacon | |
| Wells Fargo Advisors | In Beacon | |
| Wilmington Trust | In Beacon |
How we ranked Beacon wealth managers
We scored 33 Beacon wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.
Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.
| Factor | Weight | Computed from | In Beacon data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a wealth manager
- Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.
Questions to ask a wealth manager
- Are you a fiduciary for all of the advice you give me, and will you put that in writing?
- How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
- Which registrations and designations do you hold, and where can I verify them?
- Who will hold my assets, and how will I see statements directly from that custodian?
- What services are included in your fee, and what would cost extra with you as my wealth manager?
- Do you have a minimum account size or minimum fee?
- Have you or your firm had any complaints or disciplinary actions? Where would I see them?
- How often will we meet, and who will I work with day to day?
- What happens to my plan or accounts if you retire or leave the firm?
Terms explained
- Fiduciary
- Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
- Registered investment adviser (RIA)
- A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
- Investment adviser representative (IAR)
- A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
- Broker-dealer
- A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
- Regulation Best Interest (Reg BI)
- The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
- Form ADV
- The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
- Form CRS
- A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
- CRD number
- The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
- Assets under management (AUM) fee
- A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
- Fee-only
- An advisor paid only by clients, with no commissions or other payments from product providers.
- Fee-based
- An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
- CFP® professional
- A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.
Wealth managers in Beacon: frequently asked questions
Which wealth manager has the highest RFA Score in Beacon?
By RFA Score, the highest-ranked wealth manager in Beacon, NY is Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC with an RFA Score of 69/100. It has 5.0★ from 46 Google reviews. Carson Wealth, LLC (#2) and Resonate Wealth Partners (#3) follow. We ranked 33 wealth managers on eight factors, last updated November 9, 2026.
How many wealth managers are there in Beacon?
RankedFinancialAdvisors ranks 33 wealth managers serving Beacon, NY. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.
Which wealth managers in Beacon work on weekends?
2 of 33 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Tributary Wealth Management, LLC (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Beacon wealth managers have?
The median Google rating among 33 rated wealth managers in Beacon is 5.0★, with a median of 9 reviews. Carson Wealth, LLC has the most, 107 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.
How does RankedFinancialAdvisors rank wealth managers?
Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.
Do wealth managers outside Beacon count in this ranking?
Yes, if they are within 40 mi of the Beacon city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.
Can wealth managers pay to rank higher on RankedFinancialAdvisors?
No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.
What does a wealth manager do?
Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.
How are wealth managers in Beacon ranked?
By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.
How do I check a wealth manager’s registration and record?
Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.
Is every wealth manager in Beacon a fiduciary?
Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.
How much do wealth managers charge?
Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.
Update log for Beacon
- November 2026: RFA Scores recalculated for 33 wealth managers serving Beacon.
More wealth managers and Beacon pages
Wealth managers near Beacon
- Wealth managers in Newburgh, NY29 ranked
- Wealth managers in Woodbury, NY48 ranked
- Wealth managers in Poughkeepsie, NY11 ranked
- Wealth managers in Peekskill, NY87 ranked
- Wealth managers in Kiryas Joel, NY49 ranked
- Wealth managers in Jefferson Valley-Yorktown, NY74 ranked
- Wealth managers in Stony Point, NY118 ranked
- Wealth managers in West Haverstraw, NY123 ranked
- Wealth managers in Haverstraw, NY123 ranked
- Wealth managers in Middletown, NY26 ranked