Best Financial Advisors in MANHASSET, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MANHASSET
LOWELL ROAD ASSET MANAGEMENT, INC.
MANHASSET, NY · Since 2014
WEALTHUNITE ADVISORS, LLC
MANHASSET, NY · Since 2018
HALO INVESTMENT SERVICES, LLC
MANHASSET, NY · Since 2023
QUAN VEST CONSULTANTS INC
MANHASSET, NY · Since 1984
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 MANHASSET?
The median advisory fee in MANHASSET, 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.