Best Financial Advisors in PORT WASHINGTON, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.9B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in PORT WASHINGTON
#1
100
BLANK EQUITY MANAGEMENT LLC
PORT WASHINGTON, NY · Since 2014
$143M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
GREAT HILL ADVISORY
PORT WASHINGTON, NY · Since 2021
$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
ARTEMIS WEALTH ADVISORS, LLC
PORT WASHINGTON, NY · Since 2010
$1.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
BREAKWALL INVESTMENT ADVISOR LLC
PORT WASHINGTON, NY · Since 2023
$3.5B AUM6 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 PORT WASHINGTON?
The median advisory fee in PORT WASHINGTON, 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.