SEC-registered investment advisers in Port Washington
4 SEC-registered investment advisers are headquartered in Port Washington, NY, with $5.8B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $5.8B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Breakwall Investment Advisor | Private funds | $3.52B |
| Artemis Wealth Advisors | Asset manager | $1.91B |
| Great Hill Advisory | RIA | $218M |
| Blank Equity Management | RIA | $143M |
- Type
- Private funds
Artemis Wealth Advisors$1.91B
- Type
- Asset manager
Great Hill Advisory$218M
- Type
- RIA
- Type
- RIA
Port Washington at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$361M regulatory AUM2 (50%)
- Private fund managers$3.52B regulatory AUM1 (25%)
- Institutional managers$1.91B regulatory AUM1 (25%)
Other cities in New York
- New York1753
- Pittsford19
- Rochester19
- White Plains18
- Melville16
- Brooklyn14
- Garden City14
- Buffalo13
- Albany12
- Purchase12
- New York City10
- Rye10