How many financial advisors are in Manhasset, New York?

Falists lists 9 registered investment advisers with a principal office or filing address in Manhasset, New York, based on public SEC IAPD data.

How do financial advisors in Manhasset charge fees?

Fee structures vary by firm. In Manhasset, 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 Manhasset?

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 · 9 advisers

Financial Advisors in Manhasset, New York

Looking for a financial advisor in Manhasset, New York? Falists indexes 9 SEC-registered and state-registered investment advisers in Manhasset — 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 $63.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$63.1M

Financial planning

Filter by specialty

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

All Wealth5 Planning3 Trusts3 Retirement2 Institutional3

Top advisors in Manhasset

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

View all 9 →

WEALTHUNITE ADVISORS, LLC

Manhasset, NY

AUM

$63.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

(516) 805-2024

Full profile Visit site →

LOWELL ROAD ASSET MANAGEMENT, INC.

Manhasset, NY

AUM

$50.3M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

516-767-1099

Full profile Visit site →

MSM FINANCIAL STRATEGIES

Manhasset, NY

AUM

$37.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

516-595-2303

Full profile Visit site →

KPOINT CAPITAL LLC

Manhasset, NY

AUM

$2.6M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

212 616-3677

Full profile Visit site →

ARAMAS CAPITAL HOLDINGS LLC

Manhasset, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(212) 671-4701

Full profile Visit site →

SAKA VENTURES, LLC

Manhasset, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

718-285-6495

Full profile Visit site →

HALO INVESTMENT SERVICES, LLC

Manhasset, NY

AUM

$60.0M

Team

21 advisors

Clients

Fees

Percentage of AUM

312-586-2790

Full profileNo website

QUAN VEST CONSULTANTS INC

Manhasset, NY

AUM

—

RetirementFee-Only/Hourly

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

516-365-4619

Full profileNo website

R SQUARED IV

Manhasset, NY

AUM

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

516-650-8172

Full profileNo website

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Common questions

How many financial advisors are in Manhasset, New York?: 9 registered investment advisers are listed in our Manhasset directory, sourced from public SEC filings.
What types of advisors are in Manhasset?: 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 Manhasset?: 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.