AdvisorGrade

Financial advisers in Oyster Bay, NY

2 registered investment adviser firms in Oyster Bay managing $495M in assets, based on public SEC Form ADV filings.

Cove Private Wealth, LLC

Oyster Bay, NY · Est. 2021

Local
Fee-only
AUM
$455M
Per adviser
$228M
Advisers
2

No reported disclosures

Ihs Wealth Management LLC

Oyster Bay, NY · Est. 2026

Local
Fee-based
AUM
$39M
Per adviser
$20M
Advisers
2

No reported disclosures