Financial advisers in Massapequa, NY
4 registered investment adviser firms in Massapequa managing $592M in assets, based on public SEC Form ADV filings.
Adc Wealth Management, LLC
Massapequa, NY · Est. 2012
Local
- AUM
- $206M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Private Client Asset Management, INC.
Massapequa, NY · Est. 2012
Local
- AUM
- $181M
- Per adviser
- $91M
- Advisers
- 2
A.G. Morgan Financial Advisors, LLC
Massapequa, NY · Est. 2015
Local
- AUM
- $175M
- Per adviser
- $58M
- Advisers
- 3
Port Capital Management
Massapequa, NY · Est. 2026
Local
- AUM
- $30M
- Per adviser
- $30M
- Advisers
- 1
No reported disclosures