Best Financial Advisors in LOCUST VALLEY, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$245M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LOCUST VALLEY
#1
100
BRUDERMAN PRIVATE WEALTH
LOCUST VALLEY, NY · Since 2022
$79M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
95
BUCKRAM SECURITIES LTD
LOCUST VALLEY, NY · Since 2017
$117M AUM2 clientsFee: 0%
Broker-Dealer
#3
95
PLATFORM TECHNOLOGY PARTNERS
LOCUST VALLEY, NY · Since 2019
$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
95
BOSTWICK CAPITAL LLC
LOCUST VALLEY, NY · Since 2014
$245M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 LOCUST VALLEY?
The median advisory fee in LOCUST VALLEY, NY is 0.95% of assets under management per year, based on Form ADV filings from 4 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.