New York · 2 advisers
Financial Advisors in Port Jefferson Station, New York
Looking for a financial advisor in Port Jefferson Station, New York? Falists indexes 2 SEC-registered and state-registered investment advisers in Port Jefferson Station — 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 $232.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$232.1M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Port Jefferson Station
Ranked by AUM · Fees, team & specialties at a glance
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Port Jefferson Station, NY
AUM
$232.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
631-331-1400
O'HARA WEALTH MANAGEMENT INC
Port Jefferson Station, NY
AUM
$6.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
631-403-4283
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Common questions
- How many financial advisors are in Port Jefferson Station, New York?
- 2 registered investment advisers are listed in our Port Jefferson Station directory, sourced from public SEC filings.
- What types of advisors are in Port Jefferson Station?
- 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 Port Jefferson Station?
- 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.