Top advisors in Lake Success
We’ve curated a list of the best financial advisors in Lake Success, take a look at it below
Find an advisor in Lake Success| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $521,076,366 | 5 advisors | ||
| 2 | $421,574,039 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Lake Success, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Success. 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. Shulman Demeo Asset Management, LLC
Assets under management
$521,076,366
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
WRAP FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Ongoing Portfolio Planning And Consulting
2. Weber Asset Management, Inc.
Assets under management
$421,574,039
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.