New York · 3 advisers
Financial Advisors in Riverhead, New York
Looking for a financial advisor in Riverhead, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Riverhead — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $689.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$689.2M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Riverhead
Ranked by AUM · Fees, team & specialties at a glance
EAST END FINANCIAL GROUP, INC.
Riverhead, NY
AUM
$689.2M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
631-727-8111
SPRUCE POINT CAPITAL MANAGEMENT, LLC
Riverhead, NY
AUM
$262.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
914-999-2019
PECONIC ASSET PLANNING
Riverhead, NY
AUM
$64.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(631) 369-8877
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Common questions
- How many financial advisors are in Riverhead, New York?
- 3 registered investment advisers are listed in our Riverhead directory, sourced from public SEC filings.
- What types of advisors are in Riverhead?
- 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 Riverhead?
- 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.