City
Independent RIAs in Woodbury, New York
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Woodbury, New York reported $2.2 billion in regulatory assets under management; the largest by assets was Fusion Family Wealth, LLC, with $1.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $369.0 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fusion Family Wealth, LLC | SEC | $1.4 billion | 1,324 |
| 2 | Spielberger & Brooks, Inc. | SEC | $473.8 million | 251 |
| 3 | Veneroso Wealth Management | SEC | $298.8 million | 832 |
| 4 | Baddish Shapiro Financial Planning Group | State | $0 | 0 |
| 5 | Heritage Advisory LLC | State | $0 | 0 |
| 6 | SA Asset Management, Inc. | State | $0 | 0 |
Independent RIAs 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.