Best Financial Advisors in WOODBURY, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.6B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WOODBURY
#1
100
CONSOLIDATED PORTFOLIO REVIEW CORP
WOODBURY, NY · Since 1991
$1.6B AUM47 clientsFee: 0%
FiduciaryFee-Only
#2
95
SPIELBERGER & BROOKS, INC.
WOODBURY, NY · Since 2008
$474M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
FUSION FAMILY WEALTH, LLC
WOODBURY, NY · Since 2013
$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
92
VANDERBILT ADVISORY SERVICES
WOODBURY, NY · Since 2012
$2.1B AUM144 clientsFee: 0%
FiduciaryFee-Only1 complaint
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 WOODBURY?
The median advisory fee in WOODBURY, 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.