How many financial advisors are in Westbury, New York?

Falists lists 6 registered investment advisers with a principal office or filing address in Westbury, New York, based on public SEC IAPD data.

How do financial advisors in Westbury charge fees?

Fee structures vary by firm. In Westbury, 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 Westbury?

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 · 6 advisers

Financial Advisors in Westbury, New York

Looking for a financial advisor in Westbury, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Westbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $103.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$103.0M

Financial planning

Filter by specialty

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

All Wealth4 Planning3 Trusts3 Retirement2 Institutional

Top advisors in Westbury

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

View all 6 →

INVICTUS TIMING SERVICE LTD

Westbury, NY

AUM

$103.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

516-741-0500

Full profile Visit site →

PERSONAL ASSET STRATEGIES, INC.

Westbury, NY

AUM

$50.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

516-248-8811

Full profile Visit site →

DSJ WEALTH MANAGEMENT LLC

Westbury, NY

AUM

—

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

516-541-6549

Full profile Visit site →

THE FLORIO WEALTH MANAGEMENT GROUP

Westbury, NY

AUM

—

Financial PlanningFee-Only/Hourly

Team

2 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

516-758-2430

Full profile Visit site →

GOLD STAR ASSET MANAGEMENT, LLC

Westbury, NY

AUM

$1.4M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(516) 307-9501

Full profileNo website

S&S EQUITY CORP.

Westbury, NY

AUM

—

Team

0 total employees

Clients

Fees

RECEIVE CO MARKETING REFFERAL FEES

516-877-5900

Full profileNo website

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Common questions

How many financial advisors are in Westbury, New York?: 6 registered investment advisers are listed in our Westbury directory, sourced from public SEC filings.
What types of advisors are in Westbury?: 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 Westbury?: 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.