Investment adviser firms in GREAT NECK, New York
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
9 firms · Source months shown: August 2026
- C & C FINANCIAL SERVICES, INC.CRD 106752 · GREAT NECK, NY$66,236,000.00Regulatory AUM · August 2026
- CROSS SHORE CAPITAL MANAGEMENT, LLCCRD 136650 · GREAT NECK, NY$147,092,605.00Regulatory AUM · August 2026
- KUTZ AND COMPANY INC.CRD 124722 · GREAT NECK, NY$115,397,135.00Regulatory AUM · August 2026
- LEGEIS CAPITAL ADVISORS, LLCCRD 332943 · GREAT NECK, NY$497,365,902.00Regulatory AUM · August 2026
- PALUMBO WEALTH MANAGEMENT LLCCRD 306548 · GREAT NECK, NY$543,384,640.00Regulatory AUM · August 2026
- RGA INVESTMENT ADVISORS, LLCCRD 149171 · GREAT NECK, NY$101,088,230.00Regulatory AUM · August 2026
- SAG HARBOR CAPITAL MANAGEMENT, LLCCRD 161490 · GREAT NECK, NY$427,192,002.00Regulatory AUM · August 2026
- STONE HILL FIDUCIARY MANAGEMENT, LLCCRD 164981 · GREAT NECK, NY$2,785,133,518.00Regulatory AUM · August 2026
- THE WEALTHPLAN LLCCRD 306820 · GREAT NECK, NY$87,476,559.00Regulatory AUM · August 2026