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Find The Best Financial Advisors in Great Neck, New York

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Great Neck is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Great Neck & pick the one as per your needs

How To Find The Best Financial Advisors in Great Neck, New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Great Neck, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Great Neck, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Great Neck, New York have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Great Neck, New York

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Masa Yamazaki

Oxler Private Wealth

212-785-2860

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Charles Helme

BH Asset Management, LLC

203-987-6227

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

Top Financial Advisor Firms in Great Neck, New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
STONE HILL FIDUCIARY MANAGEMENT, LLC
1010 Northern Boulevard, Suite 308
Great Neck, NY, 11021-5317
164981 $1,800,105,223 91 Fixed Fees
SAG HARBOR CAPITAL MANAGEMENT, LLC
60 Cutter Mill Road, Suite 601
Great Neck, NY, 11021
161490 $375,024,552 2 A Percentage of AUM, Performance Based
PALUMBO WEALTH MANAGEMENT LLC
1010 Northern Boulevard, Suite 310
Great Neck, NY, 11021
306548 $230,140,486 606 A Percentage of AUM, Fixed Fees
CROSS SHORE CAPITAL MANAGEMENT, LLC
111 Great Neck Road, Suite 210
Great Neck, NY, 11021
136650 $158,133,943 7 A Percentage of AUM, Performance Based
KUTZ AND COMPANY INC.
475 Northern Blvd, Ste 26
Great Neck, NY, 11021
124722 $85,748,250 121 A Percentage of AUM, Hourly charges
RGA INVESTMENT ADVISORS, LLC
185 Great Neck Road, Suite 306
Great Neck, NY, 11021
149171 $74,868,049 226 A Percentage of AUM, Fixed Fees, Performance Based
C & C FINANCIAL SERVICES, INC.
175 Great Neck Rd, Suite 405
Great Neck, NY, 11021
106752 $51,970,000 47 A Percentage of AUM, Hourly charges, Fixed Fees

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