Top financial advisors in Newburgh, NY
We've curated a list of the best financial advisors in Newburgh, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $949,348,874 Number of advisors 18 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 Newburgh, 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.
Focused Wealth Management, Inc.
Focused Wealth Management, Inc. is a registered investment adviser established in 2010 by Managing Director, Philip J. DeAngelo. The firm offers various advisory services to Individuals, Charities, Municipal Entities, Corporations, Trusts, Institutions, and more. Focused Wealth Management provides investment management services on a discretionary and non-discretionary basis, primarily allocating client assets among ETFs, individual equity securities, mutual funds, and bonds based on stated objectives. The firm also offers financial planning services, with fees negotiable based on complexity. Clients can opt for hourly or fixed fees for financial plans, consultations, or ongoing consultations. Focused Wealth Management acts as a fiduciary and offers services through the Financial Advisors Program and proprietary wrap fee programs. The firm's fee structure includes negotiated management fees, with a maximum of 2%, and additional charges for brokerage-related costs. Focused Wealth Management does not have any disciplinary history and does not vote on client securities. The firm exercises investment discretion with client accounts, subject to agreed-upon guidelines. Clients receive account statements from qualified custodians quarterly, and the firm does not have physical custody of client funds. Focused Wealth Management does not have financial impairments and has not filed for bankruptcy in the past ten years.
$949,348,874 under management
18 advisors
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
Pension Consulting Services
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 Newburgh, 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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