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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in WOODBURY
#1
91
CONSOLIDATED PORTFOLIO REVIEW CORP
WOODBURY, NY · Since 1991
$1.6B AUM47 clientsFee: 0%
FiduciaryFee-Only
#2
80
FUSION FAMILY WEALTH, LLC
WOODBURY, NY · Since 2013
$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
79
SPIELBERGER & BROOKS, INC.
WOODBURY, NY · Since 2008
$474M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
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 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 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.