New York · 4 advisers
Financial Advisors in Plainview, New York
Looking for a financial advisor in Plainview, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in Plainview — 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 $464.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$464.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Plainview
Ranked by AUM · Fees, team & specialties at a glance
ARCAP PARTNERS LLC
Plainview, NY
AUM
$31.4M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-729-5251
FINANCIAL BOSS
Plainview, NY
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
631-888-9109
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
Plainview, NY
AUM
$464.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
516-887-4433
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Common questions
- How many financial advisors are in Plainview, New York?
- 4 registered investment advisers are listed in our Plainview directory, sourced from public SEC filings.
- What types of advisors are in Plainview?
- 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 Plainview?
- 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.