Best Financial Advisors in HAUPPAUGE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in HAUPPAUGE
CFM ADVISORS INC
HAUPPAUGE, NY · Since 1999
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
HAUPPAUGE, NY · Since 2013
PARTNERS CAPITAL SERVICES, INC.
HAUPPAUGE, NY · Since 2014
UNITED FINANCIAL PLANNING GROUP LLC
HAUPPAUGE, NY · Since 2018
NESTEGG ADVISORS, INC.
HAUPPAUGE, NY · Since 2023
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.