Anthony DeVito
ADV Investment Management · White Plains, New York
Anthony DeVito is a fee-only financial advisor at ADV Investment Management in White Plains, New York, who holds the CFP and PhD credentials.
- $25M
- Firm assets managed
- $1M
- Firm's average account
How does Anthony's firm compare?
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ADV Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 22 accounts).
Questions about Anthony
Is Anthony DeVito a fee-only financial advisor?
Yes. Anthony DeVito is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anthony's firm.
How does Anthony DeVito charge for financial advice?
Anthony's firm, ADV Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Anthony DeVito based?
Anthony DeVito is based in White Plains, New York.
What credentials does Anthony DeVito hold?
Anthony DeVito holds the CFP and PhD credentials.
Is Anthony DeVito registered with the SEC?
Yes. Anthony DeVito is registered as an investment adviser representative in NY (CRD 4636629), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ADV Investment Management manage?
ADV Investment Management reports $25.0M across 22 accounts in assets under management.
How do I contact Anthony DeVito?
Through Anthony DeVito's website, devitofinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | ADV Investment Management |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $25.0M across 22 accounts |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in NY · CRD 4636629 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | devitofinancial.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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