Financial advisers in Great Neck, NY

9 registered investment adviser firms in Great Neck managing $4.8B in assets, based on public SEC Form ADV filings.

Stone Hill Fiduciary Management, LLC

Great Neck, NY · Est. 2012

Regional

Fee-based

AUM: $2.8B
Per adviser: $1.4B
Advisers: 2

No reported disclosures

Palumbo Wealth Management LLC

Great Neck, NY · Est. 2020

Local

Fee-based

AUM: $543M
Per adviser: $109M
Advisers: 5

No reported disclosures

Legeis Capital Advisors, LLC

Great Neck, NY · Est. 2026

Local

Fee-only

AUM: $497M
Per adviser: $497M
Advisers: 1

No reported disclosures

Sag Harbor Capital Management, LLC

Great Neck, NY · Est. 2015

Local

Fee-only

AUM: $427M
Per adviser: $47M
Advisers: 9

No reported disclosures

Cross Shore Capital Management, LLC

Great Neck, NY · Est. 2006

Local

Fee-only

AUM: $147M
Per adviser: $74M
Advisers: 2

No reported disclosures

Kutz And Company INC.

Great Neck, NY · Est. 2017

Local

Fee-only

AUM: $115M
Per adviser: $58M
Advisers: 2

No reported disclosures

Rga Investment Advisors, LLC

Great Neck, NY · Est. 2021

Local

Fee-based

AUM: $101M
Per adviser: $25M
Advisers: 4

No reported disclosures

The Wealthplan LLC

Great Neck, NY · Est. 2024

Local

Fee-based

AUM: $87M
Per adviser: $87M
Advisers: 1

No reported disclosures

C & C Financial Services, INC.

Great Neck, NY · Est. 1994

Local

Fee-based

AUM: $66M
Per adviser: $66M
Advisers: 1

No reported disclosures