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Largest RIA Firms in Great Neck, New York by AUM

Explore registered investment advisers headquartered in Great Neck, New York, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 9 firms with $4.8B in total reported AUM and median AUM of $147.1M.

Firms

Matching current profiles

Total AUM

$4.8B

Reported regulatory AUM

Median AUM

$147.1M

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 Aug 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. Legeis Capital Advisors, LLC CRD 332943 · Limited Liability Company	GREAT NECK, NY	$497.4M Apr 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
4. 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
5. 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
6. 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
7. Rga Investment Advisors, LLC CRD 149171 · Limited Liability Company	GREAT NECK, NY	$101.1M Jul 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
8. The Wealthplan LLC CRD 306820 · Limited Liability Company	GREAT NECK, NY	$87.5M Aug 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
9. 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 sufficient historical filing data is unavailable for the lookback period.