How many financial advisors are in Port Washington, New York?

Falists lists 7 registered investment advisers with a principal office or filing address in Port Washington, New York, based on public SEC IAPD data.

How do financial advisors in Port Washington charge fees?

Fee structures vary by firm. In Port Washington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Port Washington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 7 advisers

Financial Advisors in Port Washington, New York

Looking for a financial advisor in Port Washington, New York? Falists indexes 7 SEC-registered and state-registered investment advisers in Port Washington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $3.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.52B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts4 Retirement1 Institutional

Top advisors in Port Washington

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

BREAKWALL INVESTMENT ADVISOR LLC

Port Washington, NY

AUM

$3.52B

Wealth Mgmt

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

516-363-2004

Full profile Visit site →

ARTEMIS WEALTH ADVISORS, LLC

Port Washington, NY

AUM

$1.91B

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM; Performance-based fees

212-838-9000

Full profile Visit site →

GREAT HILL ADVISORY

Port Washington, NY

AUM

$218.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

516-500-1248

Full profile Visit site →

BLANK EQUITY MANAGEMENT LLC

Port Washington, NY

AUM

$143.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

516-439-5525

Full profile Visit site →

GOLD COAST ADVISORS, LLC

Port Washington, NY

AUM

$12.2M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

516-944-0081

Full profile Visit site →

MARKER FINANCIAL ADVISORS LLC

Port Washington, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

212-937-9095

Full profile Visit site →

BEB CREDIT MANAGEMENT, LLC

Port Washington, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

516-207-7426

Full profileNo website

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Common questions

How many financial advisors are in Port Washington, New York?: 7 registered investment advisers are listed in our Port Washington directory, sourced from public SEC filings.
What types of advisors are in Port Washington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Port Washington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.