City
Wealth management firms in Port Washington, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Port Washington, New York reported $1.4 billion in regulatory assets under management; the largest by assets was Steginsky Capital LLC, with $599.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $172.1 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Steginsky Capital LLC | SEC | $599.0 million | 218 |
| 2 | Dorado Wealth Management LLC | SEC | $268.8 million | 85 |
| 3 | Great Hill Advisory | SEC | $218.4 million | 391 |
| 4 | Blank Equity Management LLC | SEC | $143.0 million | 361 |
| 5 | Markiz Wealth Management | SEC | $105.8 million | 169 |
| 6 | The Playbook Advizor | State | $15.0 million | 15 |
| 7 | Nottinghill Capital Management Inc. | State | $14.6 million | 63 |
| 8 | Gold Coast Advisors, LLC | State | $12.2 million | 10 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.