SEC-registered investment advisers in Syosset
4 SEC-registered investment advisers are headquartered in Syosset, NY, with $2.13B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $2.13B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Legacy Edge Advisors | RIA | $1.23B |
| Spirit of America Management | Mutual funds & ETFs | $540M |
| 4Thought Financial Group | RIA | $214M |
| Old Bridge Wealth | RIA | $151M |
Syosset at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$1.59B regulatory AUM3 (75%)
- Mutual fund, ETF and BDC managers$540M regulatory AUM1 (25%)
Other cities in New York
- New York1753
- Pittsford19
- Rochester19
- White Plains18
- Melville16
- Brooklyn14
- Garden City14
- Buffalo13
- Albany12
- Purchase12
- New York City10
- Rye10