Top 7 advisors in Hauppauge

Top 7 advisors in Hauppauge

We’ve curated a list of the best financial advisors in Hauppauge, take a look at it below

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  • 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

    See full profile

  • 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

    See full profile

  • 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

    See full profile

  • 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

    See full profile

  • 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

    See full profile

  • 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

    See full profile
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    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

    See full profile

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.

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
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