Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Riverhead has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Riverhead, New York have an average of 14 years of experience.
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | EAST END FINANCIAL GROUP, INC. 318 Roanoke Ave, Riverhead, NY, 11901 | $435,778,383 | 927 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | SPRUCE POINT CAPITAL MANAGEMENT, LLC 30 West Main Street, Suite 200 Riverhead, NY, 11901 | $273,635,643 | 2 | 3 | A Percentage of AUM, Performance Based, Other (ROYALTIES BASED ON VIEWS OF PUBLICATION) |
3 | PECONIC ASSET PLANNING 53 Lake Avenue, Riverhead, NY, 11901 | $32,736,233 | 147 | 1 | A Percentage of AUM |
QualificationsFirm CRD# 110584
Assets Under Management $435,778,383
No. Of Clients927
Clients Per Financial Advisor84
EAST END FINANCIAL GROUP, INC. is a financial advisory firm situated in Riverhead, New York. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 927 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288248
Assets Under Management $273,635,643
No. Of Clients2
Clients Per Financial Advisor1
SPRUCE POINT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Riverhead, New York. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310121
Assets Under Management $32,736,233
No. Of Clients147
Clients Per Financial Advisor147
PECONIC ASSET PLANNING is a financial advisory firm situated in Riverhead, New York. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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