Best Financial Advisors in RIVERHEAD, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$262M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in RIVERHEAD
#1
89
EAST END FINANCIAL GROUP, INC.
RIVERHEAD, NY · Since 1989
$689M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
83
PECONIC ASSET PLANNING
RIVERHEAD, NY · Since 2022
$65M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
76
SPRUCE POINT CAPITAL MANAGEMENT, LLC
RIVERHEAD, NY · Since 2019
$262M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 RIVERHEAD?
The median advisory fee in RIVERHEAD, NY is 0.95% of assets under management per year, based on Form ADV filings from 3 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.