Best Financial Advisors in ROCKVILLE CENTRE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.4B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ROCKVILLE CENTRE
#1
100
MPC CAPITAL ADVISORS, LLC
ROCKVILLE CENTRE, NY · Since 2010
$22.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
97
THE PINNACLE FINANCIAL GROUP
ROCKVILLE CENTRE, NY · Since 2012
$1.4B AUM54 clientsFee: 0%
FiduciaryFee-Only
#3
97
BAYRIDGE FINANCIAL GROUP, INC.
ROCKVILLE CENTRE, NY · Since 2018
$94M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
TR CAPITAL MANAGEMENT, LLC
ROCKVILLE CENTRE, NY · Since 2012
$166M AUM2 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 ROCKVILLE CENTRE?
The median advisory fee in ROCKVILLE CENTRE, 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.