Top advisors in Westbury
We’ve curated a list of the best financial advisors in Westbury, take a look at it below
Find an advisor in Westbury| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $220,139,679 | 4 advisors | ||
| 2 | $86,184,982 | 1 advisors | ||
| 3 | $34,765,522 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Westbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westbury. 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. Korr Acquisitions
Assets under management
$220,139,679
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Investment Advisory Services To Registered Investment Advisors
2. Invictus Timing Service Ltd
Assets under management
$86,184,982
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Market Timing Services
3. Personal Asset Strategies, Inc.
Assets under management
$34,765,522
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.