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Top 3 financial advisor firms in Syosset

3 SEC-registered financial advisor firms are headquartered in Syosset, NY, with $1.59B in combined regulatory assets under management. The largest by assets are Legacy Edge Advisors ($1.23B), 4Thought Financial Group ($214M) and Old Bridge Wealth ($151M).

3
Financial advisor firms
$1.59B
Their combined AUM
$214M
Median firm AUM
1,172
Clients of the top 3

The 3 largest by assets

  1. 1
    Legacy Edge Advisors

    RIA

    $1.23B

  2. 2
    4Thought Financial Group

    RIA

    $214M

  3. 3
    Old Bridge Wealth

    RIA

    $151M

Profiles of the top 3

No. 1 · RIA

Legacy Edge Advisors

Legacy Edge Advisors is an investment adviser based in Syosset, NY, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.23 billion, as filed on 16 April 2026.

Legacy Edge Advisors charges up to 2.50% a year for its Portfolio Management Fees.

Regulatory AUM
$1.23B
Clients
532
Advisory staff
16
Founded
2023
Fee schedule
Up to 2.50% a year
Custodians
Charles Schwab
Headquarters
485 Underhill BLVD., Suite 100, Syosset, NY 11791
Phone
516-447-4200
Website
legacyedgeadvisors.com

No. 2 · RIA

4Thought Financial Group

4Thought Financial Group is an investment adviser based in Syosset, NY, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $214 million, as filed on 5 January 2026.

Regulatory AUM
$214M
Clients
344
Advisory staff
5
Custodians
Folio Investments
Headquarters
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
Phone
516-300-1617
Website
4tfg.com

No. 3 · RIA

Old Bridge Wealth

Old Bridge Wealth is an investment adviser based in Syosset, NY, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $151 million, as filed on 28 September 2026.

Old Bridge Wealth charges 2.00% a year for its Portfolio Management Fees.

Regulatory AUM
$151M
Clients
296
Advisory staff
3
Fee schedule
2.00% to 2.00% a year
Custodians
Charles Schwab
Headquarters
333 Jackson Avenue, Suite #5, Syosset, NY 11791
Phone
347-723-8943
Website
oldbridgewealth.com

Questions about financial advisors in Syosset

How many financial advisor firms are headquartered in Syosset?

3 SEC-registered financial advisor firms report their principal office in Syosset, NY, managing $1.59B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Syosset?

Legacy Edge Advisors, with $1.23B in regulatory assets under management on its latest Form ADV. The next largest are 4Thought Financial Group ($214M) and Old Bridge Wealth ($151M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Syosset?

The median firm manages $214M in regulatory assets. That is the midpoint of the 3 firms headquartered in Syosset.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Syosset?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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