Top 7 advisors in Great Neck
We’ve curated a list of the best financial advisors in Great Neck, take a look at it below
Find an advisor in Great Neck| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,197,109,814 | 3 advisors | ||
| 2 | $375,024,552 | 13 advisors | ||
| 3 | $230,140,486 | 7 advisors | ||
| 4 | $158,133,943 | 6 advisors | ||
| 5 | $85,748,250 | 3 advisors | ||
| 6 | $74,868,049 | 3 advisors | ||
| 7 | $46,953,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Great Neck, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Great Neck. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Stone Hill Fiduciary Management, LLC
Assets under management
$1,197,109,814
Fee structure
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Erisa 3(16) Managing Fiduciary Services
2. Sag Harbor Capital Management, LLC
Assets under management
$375,024,552
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Palumbo Wealth Management LLC
Assets under management
$230,140,486
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Cross Shore Capital Management, LLC
Assets under management
$158,133,943
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Kutz And Company Inc.
Assets under management
$85,748,250
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Rga Investment Advisors, LLC
Assets under management
$74,868,049
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. C & C Financial Services, Inc.
Assets under management
$46,953,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.