City
Wealth management firms in Woodbury, New York
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Woodbury, New York reported $5.9 billion in regulatory assets under management; the largest by assets was Vanderbilt Advisory Services, with $2.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $5.9 billion
- Average per firm
- $659.3 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Vanderbilt Advisory Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.1 billion | 6,470 |
| 2 | Consolidated Portfolio Review Corp Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.6 billion | 6,228 |
| 3 | Fusion Family Wealth, LLC | SEC | $1.4 billion | 1,324 |
| 4 | Spielberger & Brooks, Inc. | SEC | $473.8 million | 251 |
| 5 | Veneroso Wealth Management | SEC | $298.8 million | 832 |
| 6 | Trident Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $15.8 million | 40 |
| 7 | Baddish Shapiro Financial Planning Group | State | $0 | 0 |
| 8 | Heritage Advisory LLC | State | $0 | 0 |
| 9 | SA Asset Management, Inc. | State | $0 | 0 |
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.