Best Financial Advisors in WAPPINGERS FALLS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WAPPINGERS FALLS
GRIMALDI PORTFOLIO SOLUTIONS, INC
WAPPINGERS FALLS, NY · Since 1996
QUINT INVESTMENTS AND INSURANCE
WAPPINGERS FALLS, NY · Since 2020
SAGE INVESTMENT ADVISERS LLC
WAPPINGERS FALLS, NY · Since 2019
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 WAPPINGERS FALLS?
The median advisory fee in WAPPINGERS FALLS, 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.