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 Woodbury is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Woodbury & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Woodbury, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Woodbury, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Woodbury, New York have an average of 18 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
VANDERBILT ADVISORY SERVICES 125 Froehlich Farm Blvd., Woodbury, NY, 11797 | 116537 | $1,103,544,071 | 5069 | A Percentage of AUM, Hourly charges, Fixed Fees |
FUSION FAMILY WEALTH, LLC 88 Froehlich Farm Boulevard, Suite 401 Woodbury, NY, 11797 | 168254 | $849,015,383 | 1213 | A Percentage of AUM, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
CONSOLIDATED PORTFOLIO REVIEW CORP 125 Froehlich Farm Blvd., Woodbury, NY, 11797 | 112694 | $738,280,955 | 3377 | A Percentage of AUM, Hourly charges |
SPIELBERGER & BROOKS, INC. 7600 Jericho Turnpike, Suite 305 Woodbury, NY, 11797 | 147197 | $289,984,277 | 240 | A Percentage of AUM, Performance Based |
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC 7600 Jericho Turnpike, Suite 304 Woodbury, NY, 11797 | 174670 | $117,177,857 | 629 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS) |
U.S. WEALTH GROUP, LLC 7600 Jericho Turnpike, Suite 303 Woodbury, NY, 11797 | 141062 | $116,572,658 | 256 | A Percentage of AUM, Performance Based |
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