Investment advisers in Great Neck, NY
9 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Stone Hill Fiduciary Management, LLC | $2.79 billion | 3 | 0 |
| Palumbo Wealth Management LLC | $543.4 million | 7 | 0 |
| Legeis Capital Advisors, LLC | $497.4 million | 1 | 0 |
| Sag Harbor Capital Management, LLC | $427.2 million | 13 | 0 |
| Cross Shore Capital Management, LLC | $147.1 million | 5 | 0 |
| Kutz and Company Inc. | $115.4 million | 2 | 0 |
| Rga Investment Advisors, LLC | $101.1 million | 4 | 0 |
| The Wealthplan LLC | $87.5 million | 1 | 1 |
| C & C Financial Services, Inc. | $66.2 million | 2 | 0 |