Best Financial Advisors in UNIONDALE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$2.7B
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in UNIONDALE
#1
100
ARBOR REALTY COLLATERAL MANAGEMENT, LLC
UNIONDALE, NY · Since 2012
$4.6B AUM50 clientsFee: 0%
FiduciaryFee-Only
#2
95
RXR ASSET MANAGEMENT LLC
UNIONDALE, NY · Since 2012
$2.7B AUM48 clientsFee: 0%
FiduciaryFee-Only
#3
95
BUTTONWOOD GROUP ADVISORS LLC
UNIONDALE, NY · Since 2026
$240M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
ACRES
UNIONDALE, NY · Since 2015
$4.4B AUM24 clientsFee: 0%
FiduciaryFee-Only
#5
95
GALAXY INVESTMENT MANAGEMENT, LLC
UNIONDALE, NY · Since 2019
$324M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
90
HENLEY & COMPANY WEALTH MANAGEMENT LLC
UNIONDALE, NY · Since 2012
$94M AUM3 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 UNIONDALE?
The median advisory fee in UNIONDALE, NY is 0.95% of assets under management per year, based on Form ADV filings from 6 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.