SEC-registered investment advisers in Woodbury

5 SEC-registered investment advisers are headquartered in Woodbury, NY, with $5.92B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

5
Investment advisers: $5.92B
Combined regulatory AUM: 4
Financial advisor firms

Top 4 financial advisor firms in Woodbury

All 5 advisers

By regulatory assets under management.

SEC-registered investment advisers headquartered in Woodbury, by regulatory assets under management
Firm	Type	Regulatory AUM
PFG Investments	Independent broker-dealer	$2.11B
Consolidated Portfolio Review	RIA	$1.59B
Fusion Family Wealth	RIA	$1.44B
Spielberger & Brooks	RIA	$474M
Veneroso Wealth Management	RIA	$299M

PFG Investments$2.11B

Type: Independent broker-dealer

Consolidated Portfolio Review$1.59B

Type: RIA

Fusion Family Wealth$1.44B

Type: RIA

Spielberger & Brooks$474M

Type: RIA

Veneroso Wealth Management$299M

Type: RIA

Woodbury at a glance

Advisers headquartered here, by type

advisers

Financial advisor firms (RIAs)$3.81B regulatory AUM4 (80%)
Broker-dealers and other wealth firms$2.11B regulatory AUM1 (20%)

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