How many financial advisors are in Uniondale, New York?

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

How do financial advisors in Uniondale charge fees?

Fee structures vary by firm. In Uniondale, 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 Uniondale?

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 Uniondale, New York

Looking for a financial advisor in Uniondale, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Uniondale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $4.58B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.58B

Financial planning

Filter by specialty

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

All Wealth6 Planning1 Trusts1 Retirement1 Institutional2

Top advisors in Uniondale

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

View all 6 →

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

Uniondale, NY

AUM

$4.58B

Wealth Mgmt

Team

50 advisors

Clients

1-10

Fees

Percentage of AUM

1-800-878-5160

Full profile Visit site →

ACRES

Uniondale, NY

AUM

$4.39B

Wealth MgmtInstitutional

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

516-535-0015

Full profile Visit site →

RXR ASSET MANAGEMENT LLC

Uniondale, NY

AUM

$2.69B

Wealth Mgmt

Team

48 advisors

Clients

—

Fees

Percentage of AUM; AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION

516-506-6000

Full profile Visit site →

GALAXY INVESTMENT MANAGEMENT, LLC

Uniondale, NY

AUM

$323.8M

Wealth Mgmt

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

646-723-4751

Full profile Visit site →

BUTTONWOOD GROUP ADVISORS LLC

Uniondale, NY

AUM

$240.2M

Wealth Mgmt

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-440-9644

Full profile Visit site →

HENLEY & COMPANY WEALTH MANAGEMENT LLC

Uniondale, NY

AUM

$93.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM

516-794-5520

Full profile Visit site →

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Common questions

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