Top financial advisors in Woodmere, NY
We've curated a list of the best financial advisors in Woodmere, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $492,554,168 Number of advisors 9 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 Woodmere, 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.
Myda Advisors LLC
MYDA Advisors LLC is a New York limited liability company established on June 30, 2010, and registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm specializes in providing investment management services to two fund structures and a private fund, as well as offering investment advisory services on a discretionary basis through separately managed accounts and sub-advisory relationships. The firm's investment objective is to identify companies with growth potential and overvalued companies likely to experience revenue slowdowns. As of December 31, 2024, the firm managed $659,550,427 of regulatory assets under management on a discretionary basis. Clients may be subject to a management fee, and performance-based fees may apply. The firm primarily serves sophisticated investors and may manage separate institutional and individual client accounts. Minimum account commitments for investors in the Funds are generally $250,000, but the firm may waive this requirement. The firm's investment strategy involves risks that clients should understand, including risks related to investing in private funds and securities of financially distressed companies. The firm has no disciplinary information to disclose and does not receive monetary compensation from non-clients for its services. Clients' accounts are reviewed daily or monthly, and the firm has custody of client assets through qualified custodians. The firm generally has discretionary authority over clients' accounts and is responsible for voting proxies of fund-related clients. For further information, clients can contact Mr. Jason Lieber, the firm's Managing Member.
$492,554,168 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Separately Managed Accounts
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 Woodmere, 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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