New York · 3 advisers
Financial Advisors in Lake Success, New York
Looking for a financial advisor in Lake Success, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Lake Success — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $815.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$815.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lake Success
Ranked by AUM · Fees, team & specialties at a glance
SHULMAN DEMEO ASSET MANAGEMENT, LLC
Lake Success, NY
AUM
$815.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516.708.9955
WEBER ASSET MANAGEMENT, INC.
Lake Success, NY
AUM
$651.5M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
516-326-3299
MATRIX PRIVATE WEALTH MANAGEMENT INC.
Lake Success, NY
AUM
$17.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
516-506-7272
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Common questions
- How many financial advisors are in Lake Success, New York?
- 3 registered investment advisers are listed in our Lake Success directory, sourced from public SEC filings.
- What types of advisors are in Lake Success?
- 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 Lake Success?
- 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.