Firms by city
Registered investment advisers in Great Neck, NY
7 SEC-registered advisers headquartered in Great Neck, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Stone Hill Fiduciary Management | Great Neck, NY | $2.79B |
| Palumbo Wealth Management | Great Neck, NY | $543M |
| Legeis Capital Advisors | Great Neck, NY | $497M |
| Sag Harbor Capital Management | Great Neck, NY | $427M |
| Cross Shore Capital Management | Great Neck, NY | $147M |
| Kutz and Company | Great Neck, NY | $115M |
| RGA Investment Advisors | Great Neck, NY | $101M |
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $2.79B
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $543M
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $497M
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $427M
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $147M
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $115M
- Headquarters
- Great Neck, NY
- Regulatory AUM
- $101M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Great Neck on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.