Best Financial Advisors in MASSAPEQUA, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$181M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MASSAPEQUA
#1
100
PRIVATE CLIENT ASSET MANAGEMENT, INC.
MASSAPEQUA, NY · Since 2012
$181M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
ADC WEALTH MANAGEMENT, LLC
MASSAPEQUA, NY · Since 2012
$206M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
A.G. MORGAN FINANCIAL ADVISORS, LLC
MASSAPEQUA, NY · Since 2015
$175M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
PORT CAPITAL MANAGEMENT
MASSAPEQUA, NY · Since 2026
$30M AUM1 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 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.