Best Financial Advisors in HAUPPAUGE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in HAUPPAUGE
CFM ADVISORS INC
HAUPPAUGE, NY · Since 1999
NESTEGG ADVISORS, INC.
HAUPPAUGE, NY · Since 2023
PARTNERS CAPITAL SERVICES, INC.
HAUPPAUGE, NY · Since 2014
UNITED FINANCIAL PLANNING GROUP LLC
HAUPPAUGE, NY · Since 2018
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
HAUPPAUGE, NY · Since 2013
CONRAD CAPITAL MANAGEMENT, INC.
HAUPPAUGE, NY · Since 2001
LEBENTHAL GLOBAL ADVISORS, LLC
HAUPPAUGE, NY · Since 2017
MADISON GLOBAL ADVISORS LLC
HAUPPAUGE, NY · Since 2022
HLV VENTURES
HAUPPAUGE, NY · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in HAUPPAUGE?
The median advisory fee in HAUPPAUGE, NY is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.