City
Wealth management firms in Syosset, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Syosset, New York reported $1.6 billion in regulatory assets under management; the largest by assets was Legacy Edge Advisors, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $203.2 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Legacy Edge Advisors | SEC | $1.2 billion | 532 |
| 2 | 4THOUGHT Financial Group Inc. | SEC | $214.3 million | 869 |
| 3 | Old Bridge Wealth, Inc | SEC | $150.6 million | 296 |
| 4 | Metis Asset Management Advisory, LLC | State | $16.7 million | 66 |
| 5 | Haystack Financial Planning | State | $11.1 million | 23 |
| 6 | Arcanum Capital Management LLC | State | $2.1 million | 16 |
| 7 | CDT Capital Wealth Advisory LLC | State | $1.9 million | 2 |
| 8 | N.N.A.I.A | 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.