How many financial advisors are in Great Neck, New York?

Falists lists 12 registered investment advisers with a principal office or filing address in Great Neck, New York, based on public SEC IAPD data.

How do financial advisors in Great Neck charge fees?

Fee structures vary by firm. In Great Neck, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Great Neck?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 12 advisers

Financial Advisors in Great Neck, New York

Looking for a financial advisor in Great Neck, New York? Falists indexes 12 SEC-registered and state-registered investment advisers in Great Neck — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $2.79B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.79B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth12 Planning7 Trusts6 Retirement4 Institutional5

Top advisors in Great Neck

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

STONE HILL FIDUCIARY MANAGEMENT, LLC

Great Neck, NY

AUM

$2.79B

Wealth MgmtRetirementInstitutional

Team

2 advisors

Clients

Fees

Fixed fees

516-439-5581

Full profile Visit site →

PALUMBO WEALTH MANAGEMENT LLC

Great Neck, NY

AUM

$543.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(516) 629-7073

Full profile Visit site →

LEGEIS CAPITAL ADVISORS, LLC

Great Neck, NY

AUM

$497.4M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

516-329-9923

Full profile Visit site →

SAG HARBOR CAPITAL MANAGEMENT, LLC

Great Neck, NY

AUM

$427.2M

Wealth Mgmt

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-684-2283

Full profile Visit site →

CROSS SHORE CAPITAL MANAGEMENT, LLC

Great Neck, NY

AUM

$147.1M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

516-684-4040

Full profile Visit site →

KUTZ AND COMPANY INC.

Great Neck, NY

AUM

$115.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

516-482-1158

Full profile Visit site →

RGA INVESTMENT ADVISORS, LLC

Great Neck, NY

AUM

$101.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

516-665-1945

Full profile Visit site →

THE WEALTHPLAN LLC

Great Neck, NY

AUM

$87.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

516-400-7111

Full profile Visit site →

GENERATION WEALTH MANAGEMENT

Great Neck, NY

AUM

$4.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

212-349-6121

Full profile Visit site →

MODOO STRATEGY LLC

Great Neck, NY

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

646-883-4755

Full profile Visit site →

C & C FINANCIAL SERVICES, INC.

Great Neck, NY

AUM

$66.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

516-482-3260

Full profileNo website

RIEMANN CAPITAL LLC

Great Neck, NY

AUM

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

516-582-9666

Full profileNo website

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)

Common questions

How many financial advisors are in Great Neck, New York?: 12 registered investment advisers are listed in our Great Neck directory, sourced from public SEC filings.
What types of advisors are in Great Neck?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Great Neck?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.