New York · 5 advisers
Financial Advisors in Locust Valley, New York
Looking for a financial advisor in Locust Valley, New York? Falists indexes 5 SEC-registered and state-registered investment advisers in Locust Valley — 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
5
With website
4
Largest AUM
$1.23B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Locust Valley
Ranked by AUM · Fees, team & specialties at a glance
PLATFORM TECHNOLOGY PARTNERS
Locust Valley, NY
AUM
$1.23B
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
BOSTWICK CAPITAL LLC
Locust Valley, NY
AUM
$245.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-776-1032
BRUDERMAN PRIVATE WEALTH
Locust Valley, NY
AUM
$78.5M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-974-7596
BUCKRAM SECURITIES LTD
Locust Valley, NY
AUM
$117.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-759-7400
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Common questions
- How many financial advisors are in Locust Valley, New York?
- 5 registered investment advisers are listed in our Locust Valley directory, sourced from public SEC filings.
- What types of advisors are in Locust Valley?
- 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 Locust Valley?
- 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.