Top financial advisors in Smithtown, NY
We've curated a list of the best financial advisors in Smithtown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $109,153,463 Number of advisors 3 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 Smithtown, 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.
Draper Asset Management, LLC
Draper Asset Management, LLC is a registered investment adviser established in October 2008, offering investment management services and consulting functions. Operating as Union Partners Advisors, LLC, the firm specializes in advising individuals in the public sector with retirement accounts like 403(b) and 457 plans. With $195,555,296 in assets under management as of January 2025, all managed on a discretionary basis, the firm tailors its services to individual client needs. Draper Asset Management provides consulting services covering tax and estate planning, alongside investment management services that include individual securities, mutual funds, and ETFs. Clients may engage the firm for asset allocation recommendations and fund menu selection, with fees ranging from 15 to 125 basis points annually. The firm may charge performance-based fees for qualified clients, with a base fee of 1% and a performance fee of 10%. Draper Asset Management exercises investment discretion over client accounts, with a focus on capital preservation, current income generation, and capital appreciation. Clients receive regular account reviews and reports, and the firm does not vote client securities. Draper Asset Management does not have any required disclosures related to disciplinary events or financial impairments. For more information, visit www.adviserinfo.sec.gov.
$109,153,463 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
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
Investment Consulting
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 Smithtown, 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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