Fiduciary advisors in Hauppauge, NY
9 registered advisers
Within New York, Hauppauge supports a modest fiduciary advisory sector. 9 SEC-registered fiduciary firms serve the area, 8 on a fee-only basis.
CFM ADVISORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients2,081
CONRAD CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$84M
Minimum--
Clients563
HLV VENTURES
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$57M
Minimum--
Clients8
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$750M
Minimum--
Clients1
LEBENTHAL GLOBAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$820M
Minimum--
Clients3,279
MADISON GLOBAL ADVISORS LLC
Also Compensated via BrokerageTypical Fee--
AUM$80M
Minimum--
Clients178
NESTEGG ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$273M
Minimum--
Clients630
PARTNERS CAPITAL SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$109M
Minimum--
Clients238
UNITED FINANCIAL PLANNING GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$305M
Minimum--
Clients190