Best Financial Advisors in MASSAPEQUA, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MASSAPEQUA
PRIVATE CLIENT ASSET MANAGEMENT, INC.
MASSAPEQUA, NY · Since 2012
ADC WEALTH MANAGEMENT, LLC
MASSAPEQUA, NY · Since 2012
A.G. MORGAN FINANCIAL ADVISORS, LLC
MASSAPEQUA, NY · Since 2015
PORT CAPITAL MANAGEMENT
MASSAPEQUA, 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 MASSAPEQUA?
The median advisory fee in MASSAPEQUA, 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.