Best Financial Advisors in GREAT NECK, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in GREAT NECK
STONE HILL FIDUCIARY MANAGEMENT, LLC
GREAT NECK, NY · Since 2012
CROSS SHORE CAPITAL MANAGEMENT, LLC
GREAT NECK, NY · Since 2006
KUTZ AND COMPANY INC.
GREAT NECK, NY · Since 2017
RGA INVESTMENT ADVISORS, LLC
GREAT NECK, NY · Since 2021
THE WEALTHPLAN LLC
GREAT NECK, NY · Since 2024
SAG HARBOR CAPITAL MANAGEMENT, LLC
GREAT NECK, NY · Since 2015
C & C FINANCIAL SERVICES, INC.
GREAT NECK, NY · Since 1994
PALUMBO WEALTH MANAGEMENT LLC
GREAT NECK, NY · Since 2020
LEGEIS CAPITAL ADVISORS, LLC
GREAT NECK, NY · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.