City
Wealth management firms in Huntington, New York
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Huntington, New York reported $589.0 million in regulatory assets under management; the largest by assets was Steinberganna Wealth Management LLC, with $369.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $589.0 million
- Average per firm
- $98.2 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Steinberganna Wealth Management LLC | SEC | $369.4 million | 609 |
| 2 | Eagle's Crest Advisors, LLC | SEC | $125.9 million | 331 |
| 3 | N Financial Plans | SEC | $65.2 million | 280 |
| 4 | Safe Harbor Asset Management, Inc. | SEC | $26.8 million | 43 |
| 5 | Upside Lab Advisors Inc. | State | $1.7 million | 6 |
| 6 | Good Harvest Financial Group, Inc. | State | $0 | 0 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.