New York · 3 advisers
Financial Advisors in Long Island City, New York
Looking for a financial advisor in Long Island City, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Long Island City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $30.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$30.4M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Long Island City
Ranked by AUM · Fees, team & specialties at a glance
TREND DISCOVERY CAPITAL MANAGEMENT, LLC
Long Island City, NY
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(800) 781-9734
UNFCU ADVISORS LLC
Long Island City, NY
AUM
$30.4M
Team
4 advisors
Clients
—
Fees
Fixed fees
212-324-3900
LEL INVESTMENT LLC
Long Island City, NY
AUM
$100K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
347-267-9501
More cities in New York
Common questions
- How many financial advisors are in Long Island City, New York?
- 3 registered investment advisers are listed in our Long Island City directory, sourced from public SEC filings.
- What types of advisors are in Long Island City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Long Island City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.