Investment advisers in Hauppauge, NY
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Lebenthal Global Advisors, LLC | $971.8 million | 30 | 0 |
| Lebenthal Diversified Asset Management Inc. | $883.7 million | 5 | 0 |
| Acp Venture Capital Management Fund LLC | $785.7 million | 2 | 3 |
| United Financial Planning Group LLC | $347.5 million | 8 | 0 |
| Nestegg Advisors, Inc. | $272.7 million | 5 | 0 |
| Cfm Advisors Inc | $202.7 million | 7 | 0 |
| Partners Capital Services, Inc. | $109.1 million | 18 | 3 |
| Conrad Capital Management, Inc. | $90.7 million | 3 | 0 |
| Hlv Ventures | $74.8 million | 12 | 2 |
| Madison Global Advisors LLC | $71.4 million | 8 | 1 |