Top financial advisors in New Hyde Park, NY
We've curated a list of the best financial advisors in New Hyde Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $77,418,687 Number of advisors 2 advisors |
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.
Get matched with an advisorMethodology
To find the top financial advisors in New Hyde Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Davidov Financial Coaching, LLC
Davidov Financial Coaching, LLC is a Limited Liability Company established in February 2013 by principal owner Michael Davidov. The firm specializes in offering Investment Supervisory Services, including portfolio management tailored to individual client goals and risk tolerance. Clients grant discretionary authority for securities selection and transactions. Financial Planning services cover investment, tax, retirement, and debt planning, with fees ranging from $350 to $600 per hour. The firm primarily advises individuals, high net worth individuals, and pensions, with a minimum account size of $500,000, subject to Advisor discretion. Investment strategies include fundamental analysis and long-term trading, with a focus on diversifying portfolios with mutual funds, equities, bonds, ETFs, and government securities. Davidov Financial Coaching, LLC charges a negotiable annual fee of 0.99% of Assets Under Management, paid quarterly in advance. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. The firm acts as a fiduciary and does not accept performance-based fees. Clients receive quarterly account reports from the custodian. Davidov Financial Coaching, LLC does not compensate non-advisory personnel for client referrals and discloses potential conflicts of interest related to outside activities of the principal owner. The firm does not accept voting authority for client securities and has not faced bankruptcy in the last ten years.
$77,418,687 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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.
Get matched with an advisorMethodology
To find the top financial advisors in New Hyde Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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