City
Wealth management firms in Massapequa, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Massapequa, New York reported $769.9 million in regulatory assets under management; the largest by assets was Adc Wealth Management, LLC, with $206.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $769.9 million
- Average per firm
- $154.0 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Adc Wealth Management, LLC | SEC | $206.1 million | 224 |
| 2 | Private Client Asset Management, Inc. | SEC | $181.2 million | 642 |
| 3 | Investment Insight Wealth Management, LLC | SEC | $178.1 million | 354 |
| 4 | A.G. Morgan Financial Advisors, LLC | SEC | $174.6 million | 1,687 |
| 5 | Port Capital Management | SEC | $29.8 million | 91 |
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.