How many financial advisors are in Syosset, New York?

Falists lists 6 registered investment advisers with a principal office or filing address in Syosset, New York, based on public SEC IAPD data.

How do financial advisors in Syosset charge fees?

Fee structures vary by firm. In Syosset, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Syosset?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 6 advisers

Financial Advisors in Syosset, New York

Looking for a financial advisor in Syosset, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Syosset — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.23B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.23B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth4 Planning3 Trusts3 Retirement2 Institutional4

Top advisors in Syosset

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

SPIRIT OF AMERICA MANAGEMENT CORP

Syosset, NY

AUM

$540.0M

Wealth Mgmt

Team

32 advisors

Clients

—

Fees

Percentage of AUM

516-921-4200

Full profile Visit site →

4THOUGHT FINANCIAL GROUP INC.

Syosset, NY

AUM

$214.3M

Financial PlanningWealth MgmtRetirementInstitutional

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

516-300-1617

Full profile Visit site →

OLD BRIDGE WEALTH, INC

Syosset, NY

AUM

$143.7M

Wealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

—

Fees

Percentage of AUM

(347) 723-8943

Full profile Visit site →

PARC STREET ADVISORS

Syosset, NY

AUM

—

Team

4 advisors

Clients

—

Fees

Percentage of AUM

516-588-0994

Full profile Visit site →

LEGACY EDGE ADVISORS

Syosset, NY

AUM

$1.23B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

16 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

516-447-4200

Full profileNo website

N.N.A.I.A

Syosset, NY

AUM

—

Financial PlanningFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Hourly charges · Fixed fees +1 more

(516) 629-9045

Full profileNo website

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Common questions

How many financial advisors are in Syosset, New York?: 6 registered investment advisers are listed in our Syosset directory, sourced from public SEC filings.
What types of advisors are in Syosset?: 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 Syosset?: 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.