Top financial advisors in Lindenhurst, NY
We've curated a list of the best financial advisors in Lindenhurst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $39,149,000 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lindenhurst, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, established in January 26, 2010, specializes in asset allocation using managed mutual and index funds, exchange traded funds, bond funds, and individual bonds. The firm focuses on tailored advisory services considering clients' Risk Tolerance, Longevity, Age, Income, Financial needs, Liquidity, Investable assets, and Net Worth. They act as a portfolio manager for a wrap fee program, managing investments similarly to non-wrap fee accounts. The firm has $62,735,255 in discretionary assets under management as of December 2024. The minimum initial investment is $100,000, and financial planning fees are $375/hour with a one-hour minimum for clients without assets under management. Management fees range from 0.60% to 1.25% per year based on account value. R. Seeger Wealth Management does not engage in performance-based fees, and clients include individuals, businesses, trusts, and Individual Retirement Arrangements. The firm uses Morningstar's Adviser programs for analysis and offers investment strategies with equity exposure ranging from 20% to 90%. They do not engage in frequent trading or exotic investment strategies and do not accept compensation for the sale of securities. The firm does not have any disciplinary events, and the principal owner is Richard T. Seeger, a CERTIFIED FINANCIAL PLANNER™ with extensive educational background and experience in the financial industry.
$39,149,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lindenhurst, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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