Investment adviser firms in HAUPPAUGE, New York
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
9 firms · Source months shown: August 2026
- CFM ADVISORS INCCRD 111581 · HAUPPAUGE, NY$202,673,837.00Regulatory AUM · August 2026
- CONRAD CAPITAL MANAGEMENT, INC.CRD 113648 · HAUPPAUGE, NY$90,669,924.00Regulatory AUM · August 2026
- HLV VENTURESCRD 332979 · HAUPPAUGE, NY$74,829,278.00Regulatory AUM · August 2026
- LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.CRD 167243 · HAUPPAUGE, NY$883,710,197.00Regulatory AUM · August 2026
- LEBENTHAL GLOBAL ADVISORS, LLCCRD 283303 · HAUPPAUGE, NY$971,848,436.00Regulatory AUM · August 2026
- MADISON GLOBAL ADVISORS LLCCRD 288894 · HAUPPAUGE, NY$71,400,000.00Regulatory AUM · August 2026
- NESTEGG ADVISORS, INC.CRD 125878 · HAUPPAUGE, NY$272,745,355.00Regulatory AUM · August 2026
- PARTNERS CAPITAL SERVICES, INC.CRD 127621 · HAUPPAUGE, NY$109,086,679.00Regulatory AUM · August 2026
- UNITED FINANCIAL PLANNING GROUP LLCCRD 149843 · HAUPPAUGE, NY$347,485,217.00Regulatory AUM · August 2026