Financial advisers in Manhasset, NY
4 registered investment adviser firms in Manhasset managing $173M in assets, based on public SEC Form ADV filings.
Wealthunite Advisors, LLC
Manhasset, NY · Est. 2018
LocalInternational
- AUM
- $63M
- Per adviser
- $63M
- Advisers
- 1
No reported disclosures
Halo Investment Services, LLC
Manhasset, NY · Est. 2023
Local
- AUM
- $60M
- Per adviser
- $3M
- Advisers
- 21
No reported disclosures
Lowell Road Asset Management, INC.
Manhasset, NY · Est. 2014
Local
- AUM
- $50M
- Per adviser
- $25M
- Advisers
- 2
No reported disclosures
Quan Vest Consultants INC
Manhasset, NY · Est. 1984
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures