Financial advisers in Hauppauge, NY

9 registered investment adviser firms in Hauppauge managing $3.0B in assets, based on public SEC Form ADV filings.

Lebenthal Global Advisors, LLC

Hauppauge, NY · Est. 2017

Regional

Fee-based

AUM: $972M
Per adviser: $36M
Advisers: 27

No reported disclosures

Lebenthal Diversified Asset Management INC.

Hauppauge, NY · Est. 2013

Local

Fee-based

AUM: $884M
Per adviser: $884M
Advisers: 1

No reported disclosures

United Financial Planning Group LLC

Hauppauge, NY · Est. 2018

Regional

Fee-based

AUM: $347M
Per adviser: $87M
Advisers: 4

No reported disclosures

Nestegg Advisors, INC.

Hauppauge, NY · Est. 2023

Local

Fee-based

AUM: $273M
Per adviser: $91M
Advisers: 3

No reported disclosures

Cfm Advisors INC

Hauppauge, NY · Est. 1999

Local

Fee-based

AUM: $203M
Per adviser: $41M
Advisers: 5

No reported disclosures

Partners Capital Services, INC.

Hauppauge, NY · Est. 2014

Local

Fee-only

AUM: $109M
Per adviser: $9M
Advisers: 12

No reported disclosures

Conrad Capital Management, INC.

Hauppauge, NY · Est. 2001

LocalInternational

Fee-only

AUM: $91M
Per adviser: $45M
Advisers: 2

No reported disclosures

Hlv Ventures

Hauppauge, NY · Est. 2025

Local

Fee-only

AUM: $75M
Per adviser: $6M
Advisers: 12

No reported disclosures

Madison Global Advisors LLC

Hauppauge, NY · Est. 2022

Local

Fee-only

AUM: $71M
Per adviser: $9M
Advisers: 8

No reported disclosures