Top financial advisors in Lake Placid, NY

We’ve curated a list of the best financial advisors in Lake Placid, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$320,511,871
Number of advisors
6 advisors
$320,511,871 6 advisors
Just 2 minutes to apply
Free first consultation
No unsolicited calls
Get matched with an advisor

Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

To generate our top financial advisors list in Lake Placid, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Placid. 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.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
  • Long Run Wealth Advisors, LLC

    Long Run Wealth Advisors, LLC is a registered investment adviser based in Lake Placid, NY. Established in November 2020, the firm specializes in providing holistic advisory services to individuals, high-net-worth individuals, business owners, non-profits, endowments, foundations, and retirement plans. Long Run offers wealth management services, including investment management and comprehensive financial planning. The firm manages client investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among individual equity securities, ETFs, and fixed-income securities. Long Run may also utilize mutual funds and independent investment managers in limited circumstances. The firm tailors its advisory services to meet clients' objectives and continuously monitors portfolios to ensure alignment with clients' needs. Long Run charges annual fees based on assets under management, ranging from 0.50% to 1.50%. The firm also provides financial planning services for fixed fees, ranging from $1,000 to $10,000 for project-based fees and $250 to $2,000 quarterly for ongoing services. Clients have the option to engage Long Run for retirement plan consulting services, which are individually negotiated based on the scope of services. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the ability to impose restrictions on account management, and Long Run exercises investment discretion over client accounts. The firm does not accept authority to vote client securities and does not have custody of client funds and securities beyond the ability to debit fees. Long Run has not been involved in any material legal or disciplinary events.

    $320,511,871 under management

    6 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    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
    Selection Of Other Advisers

Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

To generate our top financial advisors list in Lake Placid, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Placid. 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.

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Match with an advisor
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions