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Top RIA Firms in Hauppauge, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Hauppauge, New York. This hub covers 9 matching firms with $3.0B in total reported AUM and median AUM of $202.7M.

Firms

Matching current profiles

Total AUM

$3.0B

Reported regulatory AUM

Median AUM

$202.7M

Across firms with AUM

Largest firm

$971.8M

Lebenthal Global Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Lebenthal Global Advisors, LLC CRD 283303 · Limited Liability Company	HAUPPAUGE, NY	$971.8M Mar 2026	+$151.9M+18.5%	+$262.5M+37.0%	+$559.5M+135.7%	—	+2 employees+7.1% over 3Y	+763 accounts+27.4% over 3Y
2. Lebenthal Diversified Asset Management INC. CRD 167243 · Corporation	HAUPPAUGE, NY	$883.7M Mar 2026	+$133.3M+17.8%	+$311.3M+54.4%	+$440.5M+99.4%	—	0 employees+0.0% over 3Y	-2,871 accounts-100.0% over 3Y
3. United Financial Planning Group LLC CRD 149843 · Limited Liability Company	HAUPPAUGE, NY	$347.5M May 2026	+$42.1M+13.8%	+$156.0M+81.5%	+$209.2M+151.2%	+$276.2M+387.3%	+1 employees+14.3% over 3Y	+22 accounts+13.3% over 3Y
4. Nestegg Advisors, INC. CRD 125878 · Corporation	HAUPPAUGE, NY	$272.7M Feb 2026	+$43.8M+19.1%	+$100.7M+58.6%	—	+$100.7M+58.6%	0 employees+0.0% over 3Y	+81 accounts+14.8% over 3Y
5. Cfm Advisors INC CRD 111581 · Corporation	HAUPPAUGE, NY	$202.7M Mar 2026	-$3.3B-94.2%	-$1.1B-83.9%	-$234.4M-53.6%	+$32.3M+19.0%	+3 employees+75.0% over 3Y	-537 accounts-63.0% over 3Y
6. Partners Capital Services, INC. CRD 127621 · Corporation	HAUPPAUGE, NY	$109.1M Feb 2026	-$29.7M-21.4%	-$4.9M-4.3%	-$4.4M-3.9%	+$77.1M+240.9%	-2 employees-10.0% over 3Y	-60 accounts-20.1% over 3Y
7. Conrad Capital Management, INC. CRD 113648 · Corporation	HAUPPAUGE, NY	$90.7M May 2026	+$7.1M+8.5%	+$13.4M+17.4%	+$2.9M+3.3%	+$38.7M+74.4%	0 employees+0.0% over 3Y	-218 accounts-30.3% over 3Y
8. Hlv Ventures CRD 332979 · Limited Liability Company	HAUPPAUGE, NY	$74.8M Mar 2026	—	—	—	+$18.0M+31.8%	0 employees+0.0% over Total	+2 accounts+25.0% over Total
9. Madison Global Advisors LLC CRD 288894 · Limited Liability Company	HAUPPAUGE, NY	$71.4M Apr 2026	-$9.0M-11.2%	+$24.4M+51.8%	—	+$28.4M+66.0%	+3 employees+60.0% over 3Y	+70 accounts+42.9% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.