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Top RIA Firms in Great Neck, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Great Neck, New York. This hub covers 8 matching firms with $4.3B in total reported AUM and median AUM of $131.2M.

Firms

Matching current profiles

Total AUM

$4.3B

Reported regulatory AUM

Median AUM

$131.2M

Across firms with AUM

Largest firm

$2.8B

Stone Hill Fiduciary Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Stone Hill Fiduciary Management, LLC CRD 164981 · Limited Liability Company	GREAT NECK, NY	$2.8B Mar 2026	+$397.5M+16.7%	+$1.3B+90.8%	+$1.5B+116.9%	—	0 employees+0.0% over 3Y	+16 accounts+20.3% over 3Y
2. Palumbo Wealth Management LLC CRD 306548 · Limited Liability Company	GREAT NECK, NY	$543.4M Apr 2026	+$1.2M+0.2%	+$313.2M+136.1%	+$362.6M+200.5%	—	0 employees+0.0% over 3Y	+301 accounts+49.7% over 3Y
3. Sag Harbor Capital Management, LLC CRD 161490 · Limited Liability Company	GREAT NECK, NY	$427.2M Mar 2026	-$28.0M-6.2%	+$52.2M+13.9%	+$40.3M+10.4%	+$188.4M+78.9%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
4. Cross Shore Capital Management, LLC CRD 136650 · Limited Liability Company	GREAT NECK, NY	$147.1M Mar 2026	+$12.6M+9.3%	-$11.0M-7.0%	-$60.4M-29.1%	-$326.9M-69.0%	-1 employees-16.7% over 3Y	-1 accounts-14.3% over 3Y
5. Kutz And Company INC. CRD 124722 · Corporation	GREAT NECK, NY	$115.4M Mar 2026	+$12.4M+12.1%	+$15.0M+14.9%	+$31.1M+36.8%	+$59.1M+105.0%	0 employees+0.0% over 3Y	+14 accounts+11.9% over 3Y
6. Rga Investment Advisors, LLC CRD 149171 · Limited Liability Company	GREAT NECK, NY	$101.1M May 2026	-$6.2M-5.8%	+$26.2M+35.0%	-$5.6M-5.3%	-$5.6M-5.3%	+1 employees+33.3% over 3Y	+57 accounts+25.2% over 3Y
7. The Wealthplan LLC CRD 306820 · Limited Liability Company	GREAT NECK, NY	$87.5M Mar 2026	+$13.6M+18.5%	+$23.8M+37.3%	+$32.0M+57.6%	—	0 employees+0.0% over 3Y	+53 accounts+17.5% over 3Y
8. C & C Financial Services, INC. CRD 106752 · Corporation	GREAT NECK, NY	$66.2M Mar 2026	+$4.9M+7.9%	+$2.6M+4.0%	+$14.3M+27.5%	-$2.2M-3.3%	0 employees+0.0% over 3Y	-2 accounts-4.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.