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Top 4 financial advisor firms in Woodbury

4 SEC-registered financial advisor firms are headquartered in Woodbury, NY, with $3.81B in combined regulatory assets under management. The largest by assets are Consolidated Portfolio Review ($1.59B), Fusion Family Wealth ($1.44B) and Spielberger & Brooks ($474M).

4
Financial advisor firms
$3.81B
Their combined AUM
$958M
Median firm AUM
7,209
Clients of the top 4

The 4 largest by assets

  1. 1
    Consolidated Portfolio Review

    RIA

    $1.59B

  2. 2
    Fusion Family Wealth

    RIA

    $1.44B

  3. 3
    Spielberger & Brooks

    RIA

    $474M

  4. 4
    Veneroso Wealth Management

    RIA

    $299M

Profiles of the top 4

No. 1 · RIA

Consolidated Portfolio Review

Consolidated Portfolio Review is an investment adviser based in Woodbury, NY, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $1.59 billion, as filed on 1 June 2026.

Consolidated Portfolio Review charges 0.75%–2.75% a year for its CPR Managed Account Program.

Regulatory AUM
$1.59B
Clients
6,228
Advisory staff
47
Fee schedule
0.75% to 2.75% a year
Headquarters
125 Froehlich Farm BLVD., Woodbury, NY 11797
Phone
631-845-5100

No. 2 · RIA

Fusion Family Wealth

Fusion Family Wealth is an investment adviser based in Woodbury, NY, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.44 billion, as filed on 3 March 2026.

Fusion Family Wealth charges 0.80%–1.10% a year for its Investment Advisory Services.

Regulatory AUM
$1.44B
Clients
368
Advisory staff
5
Fee schedule
0.80% to 1.10% a year
Custodians
Fidelity, Pershing
Headquarters
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
Phone
516-206-1320
Website
fusionfamilywealth.com

No. 3 · RIA

Spielberger & Brooks

Spielberger & Brooks is an investment adviser based in Woodbury, NY, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $474 million, as filed on 10 September 2026.

Spielberger & Brooks charges 0.20%–1.00% a year for its Investment advisory services.

Regulatory AUM
$474M
Clients
251
Advisory staff
2
Founded
1998
Fee schedule
0.20% to 1.00% a year
Minimum account
$250,000
Headquarters
7600 Jericho Turnpike, Suite 305, Woodbury, NY 11797
Phone
516-433-3100
Website
spielbergerbrooks.com

No. 4 · RIA

Veneroso Wealth Management

Veneroso Wealth Management is an investment adviser based in Woodbury, NY, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $299 million, as filed on 27 August 2026.

Veneroso Wealth Management charges 1.00%–1.50% a year for its Asset Management.

Regulatory AUM
$299M
Clients
362
Advisory staff
1
Fee schedule
1.00% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1000 Woodbury RD Suite 404, Woodbury, NY 11797
Phone
631-559-7713

Questions about financial advisors in Woodbury

How many financial advisor firms are headquartered in Woodbury?

4 SEC-registered financial advisor firms report their principal office in Woodbury, NY, managing $3.81B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Woodbury?

Consolidated Portfolio Review, with $1.59B in regulatory assets under management on its latest Form ADV. The next largest are Fusion Family Wealth ($1.44B) and Spielberger & Brooks ($474M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Woodbury?

The median firm manages $958M in regulatory assets. That is the midpoint of the 4 firms headquartered in Woodbury.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Woodbury charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Woodbury?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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