Firms by city
Registered investment advisers in Hauppauge, NY
7 SEC-registered advisers headquartered in Hauppauge, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Lebenthal Global Advisors | Hauppauge, NY | $972M |
| Lebenthal Diversified Asset Management | Hauppauge, NY | $884M |
| Acp Venture Capital Management Fund | Hauppauge, NY | $786M |
| United Financial Planning Group | Hauppauge, NY | $347M |
| NestEgg Advisors | Hauppauge, NY | $273M |
| CFM Advisors | Hauppauge, NY | $203M |
| Partners Capital Services | Hauppauge, NY | $109M |
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $972M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $884M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $786M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $347M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $273M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $203M
- Headquarters
- Hauppauge, NY
- Regulatory AUM
- $109M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Hauppauge on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.