Financial advisers in Woodbury, NY
5 registered investment adviser firms in Woodbury managing $5.6B in assets, based on public SEC Form ADV filings.
Vanderbilt Advisory Services
Woodbury, NY · Est. 2012
National
- AUM
- $2.1B
- Per adviser
- $15M
- Advisers
- 144
Consolidated Portfolio Review Corp
Woodbury, NY · Est. 1991
National
- AUM
- $1.6B
- Per adviser
- $34M
- Advisers
- 47
No reported disclosures
Fusion Family Wealth, LLC
Woodbury, NY · Est. 2013
Local
- AUM
- $1.4B
- Per adviser
- $288M
- Advisers
- 5
No reported disclosures
Spielberger & Brooks, INC.
Woodbury, NY · Est. 2008
Local
- AUM
- $474M
- Per adviser
- $237M
- Advisers
- 2
No reported disclosures
Veneroso Wealth Management
Woodbury, NY · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures