Top advisors in Woodbury

Top advisors in Woodbury

We’ve curated a list of the best financial advisors in Woodbury, take a look at it below

Find an advisor in Woodbury
# Financial advisor Assets under management Number of advisors
1 $832,090,656 8 advisors
2 $283,608,195 2 advisors
3 $117,177,857 8 advisors
4 $116,572,658 2 advisors

How we came up with this list

To generate our top financial advisors list in Woodbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodbury. 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. Fusion Family Wealth, LLC

    Assets under management

    $832,090,656

    Fee structure

    A percentage of assets under your management

    PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    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

    Selection Of Other Advisers

    See full profile

  • 2. Spielberger & Brooks, Inc.

    Assets under management

    $283,608,195

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

  • 3. Conscious Capital Wealth Management, LLC

    Assets under management

    $117,177,857

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    See full profile

  • 4. U.s. Wealth Group, LLC

    Assets under management

    $116,572,658

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    See full profile
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