Best Financial Advisors in GREAT NECK, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in GREAT NECK
KUTZ AND COMPANY INC.
GREAT NECK, NY · Since 2017
CROSS SHORE CAPITAL MANAGEMENT, LLC
GREAT NECK, NY · Since 2006
RGA INVESTMENT ADVISORS, LLC
GREAT NECK, NY · Since 2021
STONE HILL FIDUCIARY MANAGEMENT, LLC
GREAT NECK, NY · Since 2012
THE WEALTHPLAN LLC
GREAT NECK, NY · Since 2024
C & C FINANCIAL SERVICES, INC.
GREAT NECK, NY · Since 1994
PALUMBO WEALTH MANAGEMENT LLC
GREAT NECK, NY · Since 2020
SAG HARBOR CAPITAL MANAGEMENT, LLC
GREAT NECK, NY · Since 2015
LEGEIS CAPITAL ADVISORS, LLC
GREAT NECK, NY · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GREAT NECK?
The median advisory fee in GREAT NECK, NY is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.