How many financial advisors are in Woodbury, New York?

Falists lists 10 registered investment advisers with a principal office or filing address in Woodbury, New York, based on public SEC IAPD data.

How do financial advisors in Woodbury charge fees?

Fee structures vary by firm. In Woodbury, 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 Woodbury?

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 · 10 advisers

Financial Advisors in Woodbury, New York

Looking for a financial advisor in Woodbury, New York? Falists indexes 10 SEC-registered and state-registered investment advisers in Woodbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.11B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.11B

Financial planning

Filter by specialty

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

All Wealth6 Planning9 Trusts5 Retirement5 Institutional4

Top advisors in Woodbury

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

View all 10 →

VANDERBILT ADVISORY SERVICES

Woodbury, NY

AUM

$2.11B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

144 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

631-845-5100

Full profile Visit site →

CONSOLIDATED PORTFOLIO REVIEW CORP

Woodbury, NY

AUM

$1.59B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

47 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

631-845-5100

Full profile Visit site →

Woodbury, NY

AUM

—

Team

1 advisors

Clients

Fees

REFERRAL FROM THIRD-PARTY RIA

516-870-5914

Full profileNo website

SA ASSET MANAGEMENT, INC.

Woodbury, NY

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Hourly charges · Fixed fees +1 more

516-639-5428

Full profileNo website

VENEROSO WEALTH MANAGEMENT

Woodbury, NY

AUM

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

631-559-7713

Full profileNo website

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Common questions

How many financial advisors are in Woodbury, New York?: 10 registered investment advisers are listed in our Woodbury directory, sourced from public SEC filings.
What types of advisors are in Woodbury?: 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 Woodbury?: 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.