Best Financial Advisors in SYOSSET, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$540M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in SYOSSET
#1
100
SPIRIT OF AMERICA MANAGEMENT CORP
SYOSSET, NY · Since 1997
$540M AUM32 clientsFee: 0%
FiduciaryFee-Only
#2
100
4THOUGHT FINANCIAL GROUP INC.
SYOSSET, NY · Since 2012
$214M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100
LEGACY EDGE ADVISORS
SYOSSET, NY · Since 2024
$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#4
100
OLD BRIDGE WEALTH, INC
SYOSSET, NY · Since 2024
$144M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100
PARC STREET ADVISORS
SYOSSET, NY · Since 2026
$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
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 SYOSSET?
The median advisory fee in SYOSSET, NY is 0.95% of assets under management per year, based on Form ADV filings from 5 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.