Top financial advisors in Port Jefferson, NY
We’ve curated a list of the best financial advisors in Port Jefferson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$62,301,680
Number of advisors
7 advisors
| $62,301,680 | 7 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.
Methodology
To generate our top financial advisors list in Port Jefferson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Port Jefferson. 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.
St. James Investment Advisors, LLC
St. James Investment Advisors, LLC is an independent investment advisory firm established in April 2016 in Port Jefferson, NY. The firm offers investment management services to various clients, including individuals, trusts, corporations, and retirement plans. St. James is employee-owned and provides seven primary investment strategies, focusing on long-term capital appreciation and income. The firm offers sub-advisory services and direct advisory services, with investment discretion over client accounts. St. James also acts as a model distributor for other investment advisers. Clients of St. James pay annual fees based on assets under management, with fees varying depending on the portfolio value. The firm does not charge performance-based fees and is not engaged in side-by-side management. St. James primarily invests in equities, ETFs, mutual funds, fixed income, and alternative investments. The firm's investment strategies involve thorough analysis, including fundamental research and valuation methods. St. James exercises proxy voting authority for client accounts and maintains a comprehensive proxy voting policy. The firm does not participate in class actions on behalf of clients. St. James has not been involved in any legal or disciplinary events and does not require prepayment of fees. The firm's total managed assets as of December 31, 2024, were $430,227,220.
$62,301,680 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSub Adviser 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.
Methodology
To generate our top financial advisors list in Port Jefferson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Port Jefferson. 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.
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