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Find The Best Financial Advisors in Hauppauge, New York
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Hauppauge, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Hauppauge, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 19 vetted financial advisors and 8 non-vetted financial advisors in Hauppauge, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Hauppauge, New York have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Hauppauge, New York
631-350-7024
Top Financial Advisor Firms in Hauppauge, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CFM ADVISORS INC 1373 Veterans Highway, Suite 10 Hauppauge, NY, 11788 | 111581 | $3,492,215,000 | 2081 | A percentage of AUM, Fixed fees |
| LEBENTHAL GLOBAL ADVISORS, LLC 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | 283303 | $819,985,389 | 3279 | A percentage of AUM, Fixed fees |
| LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | 167243 | $750,403,368 | 1 | A percentage of AUM, Fixed fees |
| UNITED FINANCIAL PLANNING GROUP LLC 350 Motor Parkway, Suite 300 Hauppauge, NY, 11788-2981 | 149843 | $244,355,449 | 732 | A percentage of AUM, Hourly charges, Fixed fees |
| NESTEGG ADVISORS, INC. 330 Motor Parkway, Hauppauge, NY, 11788 | 125878 | $228,956,702 | 597 | A percentage of AUM, Hourly charges, Fixed fees, Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS) |
| PARTNERS CAPITAL SERVICES, INC. 205 Oser Ave, Hauppauge, NY, 11788 | 127621 | $138,817,638 | 296 | A percentage of AUM |
| CONRAD CAPITAL MANAGEMENT, INC. 1300 Veterans Memorial Hwy, Suite 230 Hauppauge, NY, 11788 | 113648 | $83,575,037 | 563 | A percentage of AUM, Hourly charges, Performance Based |
| MADISON GLOBAL ADVISORS LLC 350 Motor Parkway, Suite 205 Hauppauge, NY, 11788 | 288894 | $55,400,000 | 163 | A percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES) |
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