Top advisors in Woodbury
We’ve curated a list of the best financial advisors in Woodbury, take a look at it below
Find an advisor in Woodbury| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $455,182,233 | 14 advisors | ||
| 2 | $394,000,000 | 10 advisors | ||
| 3 | $200,014,043 | 6 advisors | ||
| 4 | $139,830,154 | 8 advisors | ||
| 5 | $137,937,993 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Woodbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Ballast Advisors, LLC
Assets under management
$455,182,233
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
2. Legacy Wealth
Assets under management
$394,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. True Vision Financial Advisors
Assets under management
$200,014,043
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Releve Financial Group
Assets under management
$139,830,154
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Enspyre Wealth Advisors, Inc.
Assets under management
$137,937,993
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.