Top 7 advisors in Hauppauge
We’ve curated a list of the best financial advisors in Hauppauge, take a look at it below
Find an advisor in Hauppauge| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $617,425,770 | 20 advisors | ||
| 2 | $572,427,567 | 5 advisors | ||
| 3 | $183,551,000 | 6 advisors | ||
| 4 | $176,613,530 | 7 advisors | ||
| 5 | $60,752,702 | 3 advisors | ||
| 6 | $19,090,713 | 13 advisors | ||
| 7 | $5,000,000 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Hauppauge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hauppauge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Lebenthal Global Advisors, LLC
Assets under management
$617,425,770
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Lebenthal Diversified Asset Management Inc.
Assets under management
$572,427,567
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Nestegg Advisors, Inc.
Assets under management
$183,551,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Courses & Seminars
4. United Financial Planning Group LLC
Assets under management
$176,613,530
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. Conrad Capital Management, Inc.
Assets under management
$60,752,702
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
6. Benjamin Securities, Inc.
Assets under management
$19,090,713
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Madison Global Advisors LLC
Assets under management
$5,000,000
Fee structure
A percentage of assets under your management
INTEREST SHARING ON CREDIT BALANCES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.