Falists

New York · 4 advisers

Financial Advisors in Smithtown, New York

Looking for a financial advisor in Smithtown, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in Smithtown — 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 $383.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

4

Largest AUM

$383.6M

Financial planning

2

Filter by specialty

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

AllWealth4Planning2Trusts4Retirement2Institutional2

Top advisors in Smithtown

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

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Common questions

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