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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, WOODBURY
9 advisers found
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
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
SPIELBERGER & BROOKS, INC.
Woodbury, NY
AUM
$473.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
516-433-3100
TRIDENT ADVISORS LLC
Woodbury, NY
AUM
$15.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS
516-681-9100
HERITAGE ADVISORY LLC
Woodbury, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
—
Fees
Fixed fees; RETAINER-BASED FEES
212-485-1536
BADDISH SHAPIRO FINANCIAL PLANNING GROUP
Woodbury, NY
AUM
—
Financial Planning
Team
0 total employees
Clients
1-10
Fees
REFFERAL FEES
516-338-8700
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
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-559-7713
Full profileNo website