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Wealth Managers in Stony Brook, NY: 2026 rankings

84 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Stony Brook: Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual, RFA Score 70/100; 5.0★ from 70 Google reviews; open Saturdays until 2 PM.

  2. 2

    Most-reviewed: Skinner Wealth Strategies, 69 Google reviews at 5.0★, the most of 84 ranked after Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

84 Stony Brook wealth managers are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 wealth managers in Stony Brook at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Stony Brook at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual705.0★ (70)Melville, 18 mi awaySat · EveningsTop score
2Skinner Wealth Strategies705.0★ (69)City of Milford (balance), 22 mi away—Most reviews
3Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management695.0★ (68)Westbury, 25 mi away——
4Opal Wealth Advisors695.0★ (53)Jericho, 24 mi away——
5Siminou Wealth Management685.0★ (25)Glen Cove, 11 mi awaySat · Sun · Evenings—
6Savant Wealth Management685.0★ (33)Melville, 17 mi away——
7Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor675.0★ (29)Melville, 18 mi away——
8Wealth Enhancement Group675.0★ (25)Deer Park, 15 mi away——
9Tailored Wealth675.0★ (26)Fairfield, 16 mi away——
10Landmark Wealth Management, LLC.675.0★ (25)Melville, 17 mi away——

All 84 wealth managers in Stony Brook, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Stony Brook

    #1 Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual

    Based in Melville, 18 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 8 AM–2 PM · Sun closed
    Address
    400 Broadhollow Rd #200, Melville, NY 11747
    View profile for Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual(631) 592-4092

  2. #2 Skinner Wealth Strategies

    Based in City of Milford (balance), 22 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    472 Wheelers Farm Rd Ste 305, Milford, CT 06461
    View profile for Skinner Wealth Strategies(203) 285-6530

  4. #4 Opal Wealth Advisors

    Based in Jericho, 24 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Jericho Plaza #208, Jericho, NY 11753
    View profile for Opal Wealth Advisors(516) 388-7980

  9. #9 Tailored Wealth

    Based in Fairfield, 16 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1172 Post Rd Second Floor, Fairfield, CT 06824
    View profile for Tailored Wealth(203) 429-3718

  12. #12 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 34 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8 AM–5 PM · Wed 9 AM–5 PM · Thu 8 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 State St Unit E1, North Haven, CT 06473
    View profile for Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC(203) 407-8188

  15. #15 The WealthPlan LLC

    Based in Great Neck, 32 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    60 Cutter Mill Rd Ste 100-G, Great Neck, NY 11021
    View profile for The WealthPlan LLC(516) 400-7111

  23. #23 CPC Wealth Management

    Based in Greenburgh, 36 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    45 Knollwood Rd #101, Elmsford, NY 10523
    View profile for CPC Wealth Management(914) 461-4993

Wealth managers ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 84 ranked wealth managers here; the rest are on their profiles.

wealth managers in Stony Brook, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealthspire645.0★ (10)19 mi
27Plan First Wealth LLC644.8★ (17)28 mi
28Samalin Wealth645.0★ (23)37 mi
29The Wealth Alliance635.0★ (8)17 mi
30Retirement-In-Focus Wealth Management635.0★ (9)20 mi
31Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC634.0★ (6)8 mi
32Peter Sikora - Integrity Wealth Management Group635.0★ (12)29 mi
33Rienas & Brown Wealth Management624.6★ (21)36 mi
34Gold Family Wealth625.0★ (6)19 mi
35Jeff Nagel, AIF®, CFP®, CRPS® | JDN Wealth Management, LLC625.0★ (5)16 mi
36ABC Wealth625.0★ (14)36 mi
37AMG Wealth Management625.0★ (5)18 mi
38Wealth Enhancement Group - Doug Kuring625.0★ (14)37 mi
39APEX Wealth Advisors, LLC625.0★ (12)34 mi
40Morrissey Wealth Management625.0★ (13)36 mi
41Next Horizon Wealth - Ameriprise Financial Services, LLC625.0★ (8)27 mi
42Harbor West Financial Planning Wealth Management625.0★ (4)16 mi
43Wealth Habits615.0★ (9)31 mi
44Wealthspire615.0★ (4)18 mi
45Merrill Lynch Wealth Management615.0★ (13)39 mi
46Bayside Tax & Wealth615.0★ (8)30 mi
47Center For Wealth Preservation, LLC614.2★ (5)20 mi
48WealthWave Financial Group615.0★ (4)21 mi
49Sound Generational Wealth614.8★ (10)35 mi
50The Choice Group Wealth Management615.0★ (3)18 mi

Also serving Stony Brook

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Stony Brook
BusinessGoogle ratingDistance
Alain Martin - TD Wealth Financial Advisor5.0★ (2)29 mi
Altium Wealth5.0★ (2)30 mi
AMG Wealth5.0★ (2)23 mi
Chase Private Client3.5★ (2)16 mi
Conscience Bay Capital, Inc.5.0★ (2)In Stony Brook
Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)19 mi
Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|ABFP®|SE-AWMA®In Stony Brook
Eon Wealth Management5.0★ (2)25 mi
Fusion Family Wealth, LLC5.0★ (2)20 mi
Geller Private Wealth &Partners5.0★ (2)18 mi
Girard Wealth Management Group3.0★ (2)3 mi
Gregory Matthew Wealth Management5.0★ (2)28 mi
LCR Wealth Management LLC3.0★ (2)18 mi
Marino Wealth Management5.0★ (2)21 mi
Merrill Lynch Wealth Management3.0★ (2)22 mi
North Shore Wealth Management Group, LLC5.0★ (2)24 mi
OAKFIELD WEALTH MGMT GROUP5.0★ (2)30 mi
RBC Wealth Management Branch - Hampton Bays3.0★ (2)31 mi
The Wang Group Wealth Management of Raymond James5.0★ (2)31 mi
Twin Harbors Private Wealth3.0★ (2)17 mi

How we ranked Stony Brook wealth managers

We scored 84 Stony Brook wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Stony Brook data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Stony Brook: frequently asked questions

Which wealth manager has the highest RFA Score in Stony Brook?

By RFA Score, the highest-ranked wealth manager in Stony Brook, NY is Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual with an RFA Score of 70/100. It has 5.0★ from 70 Google reviews. It is open Saturdays until 2 PM. Skinner Wealth Strategies (#2) and Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management (#3) follow. We ranked 84 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Stony Brook?

RankedFinancialAdvisors ranks 84 wealth managers serving Stony Brook, NY. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Stony Brook work on weekends?

5 of 84 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual (#1), Siminou Wealth Management (#5) and Northwestern Mutual Wealth Management Company - Marc Eisenshtat (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Stony Brook wealth managers have?

The median Google rating among 84 rated wealth managers in Stony Brook is 5.0★, with a median of 8 reviews. Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual has the most, 70 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Stony Brook count in this ranking?

Yes, if they are within 40 mi of the Stony Brook city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Stony Brook ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Stony Brook a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Stony Brook

  1. November 2026: RFA Scores recalculated for 84 wealth managers serving Stony Brook.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and Stony Brook pages