City
Wealth management firms in Manhasset, New York
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Manhasset, New York reported $153.3 million in regulatory assets under management; the largest by assets was Wealthunite Advisors, LLC, with $63.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $153.3 million
- Average per firm
- $25.6 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealthunite Advisors, LLC | SEC | $63.1 million | 48 |
| 2 | Lowell Road Asset Management, Inc. | SEC | $52.5 million | 125 |
| 3 | MSM Financial Strategies | State | $37.0 million | 87 |
| 4 | Stronghold Investment Management | State | $705,800 | 8 |
| 5 | R Squared IV | State | $0 | 0 |
| 6 | Silk | 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.