Vault-13

Managers in Syosset, NY

United States · 130 asset managers within 25 km (3 in Syosset itself) · 171 wealth managers, banks and others

SyossetBronxvilleNewarkEnglewood CliffsUnionStaten IslandEast RutherfordGreat NeckBedfordGreenwich
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: New York, NY 3,372 · Greenwich, CT 250 · Stamford, CT 197 · Westport, CT 72 · Brooklyn, NY 47 · Norwalk, CT 38 · Jersey City, NJ 36 · Darien, CT 35 · White Plains, NY 28 · Rye, NY 24 · Melville, NY 22 · Purchase, NY 21

Asset managers in and around Syosset

#Manager People here Assets Visa salary
51 BOSTWICK CAPITAL LLC hedge funds, private equity, futures · Locust Valley $245.4m about 2main office $245.4m
52 TR CAPITAL MANAGEMENT, LLC hedge funds · Rockville Centre $166.3m about 2main office $166.3m
53 CROSS SHORE CAPITAL MANAGEMENT, LLC hedge funds, private equity, futures · Great Neck $147.1m about 2main office $147.1m
54 CATALYST INTERNATIONAL ADVISORS LLC Huntington $58.0m 2 $58.0m
55 SIMPLEADVISORY LLC real estate, futures · Garden City $42.1m about 2main office $42.1m
56 AWH FINANCIAL, LLC Melville, Lindenhurst 2
57 DUNCAN FINANCIAL PLANNING ADVISORS Huntington Station 2
58 HEIRMONT WEALTH MANAGEMENT Uniondale about 2main office
59 BREAKWALL INVESTMENT ADVISOR LLC Port Washington $3.5bn about 1main office $3.5bn
60 Advisors Asset Management, Inc. mutual funds · Melville $2.2bn 1 $2.2bn
61 DOCK STREET CAPITAL MANAGEMENT LLC Rye $1.7bn 1 $1.7bn
62 PIPER SANDLER & CO. private equity, institutions, futures · Melville PIPER SANDLER & CO. · 2 related pages $1.3bn 1 $1.3bn
63 SB ADVISORY, LLC institutions · Huntington $1.1bn 1 $1.1bn
64 ALIDADE CAPITAL, LLC real estate · Rye $564.9m 1 $564.9m
65 LEGEIS CAPITAL ADVISORS, LLC futures · Great Neck $497.4m about 1main office $497.4m
66 THE AMBRUS GROUP LLC hedge funds · Smithtown $485.1m 1 $485.1m
67 LAUFER WEALTH MANAGEMENT, LLC Babylon about 1main office
68 PLH FAMILY OFFICE, LLC Garden City about 1main office
69 D. E. SHAW & CO, L.P. hedge funds, futures · Rye D. E. SHAW & CO, L.P. · 2 related pages $213.4bn office $213.4bn
70 Tinicum Inc private equity · Garden City TINICUM INCORPORATED · 2 related pages $4.2bn office $4.2bn
71 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Garden City MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
72 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Melville MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
73 WELLS FARGO & COMPANY/MN wealth · Melville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
74 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Melville PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
75 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Melville TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
76 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Melville Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
77 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Garden City STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
78 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Manhasset, Great Neck SANTANDER SECURITIES · 10 related pages $159.9bn 2 offices $159.9bn
79 Janney Montgomery Scott LLC wealth · Garden City JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
80 TORONTO DOMINION BANK wealth, bank or insurer · Melville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
81 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Jericho OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
82 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Melville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
83 ALLSTATE CORP structured credit, wealth · Plainview, Oceanside ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
84 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Lynbrook A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
85 GM Advisory Group, LLC Melville $2.6bn based here $2.6bn
86 PFG Investments, LLC Woodbury $2.6bn based here $2.6bn
87 Fusion Family Wealth, LLC Woodbury $1.5bn based here $1.5bn
88 Frisch Financial Group, Inc. Melville $582.9m based here $582.9m
89 SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset $530.5m based here $530.5m
90 STEINBERGANNA WEALTH MANAGEMENT Huntington $246.0m based here $246.0m
91 Long Island Wealth Management, Inc. Melville $242.2m based here $242.2m
92 Sassicaia Capital Advisers LLC Jericho $226.8m based here $226.8m
93 4Thought Financial Group Inc. Syosset $212.8m based here $212.8m
94 Arcadia Wealth Management, Inc. Smithtown $209.6m based here $209.6m
95 RLH Capital LLC hedge funds, private equity · Manhasset RLH Capital LLC · 2 related pages $208.8m based here $208.8m
96 Draper Asset Management, LLC Smithtown $197.7m based here $197.7m
97 Berbice Capital Management LLC Melville $193.2m based here $193.2m
98 WESTCO ADVISORY SERVICES INC /ADV Lynbrook $165.7m based here $165.7m
99 Merkkuri Wealth Advisors LLC Hicksville $161.2m based here $161.2m
100 Arthedge Capital Management, LLC hedge funds · Jericho $155.0m based here $155.0m

130 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.