Vault-13

Managers in Smithtown, NY

United States · 61 asset managers within 25 km (3 in Smithtown itself) · 107 wealth managers, banks and others

SmithtownBronxvilleNewarkUnionStaten IslandEast RutherfordGreat NeckEnglewoodNew YorkBedford
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: Greenwich, CT 250 · Stamford, CT 197 · Westport, CT 72 · Norwalk, CT 38 · Darien, CT 35 · Rye, NY 24 · Melville, NY 22 · Purchase, NY 21 · Old Greenwich, CT 18 · New Canaan, CT 15 · Port Chester, NY 15 · Garden City, NY 11

Asset managers in and around Smithtown

#Manager People here Assets Visa salary
1 RENAISSANCE TECHNOLOGIES LLC hedge funds, futures · East Setauket $96.4bn · visa salary $229,219 154 $96.4bn $229,2194 filings
2 SPIRIT OF AMERICA MANAGEMENT CORP mutual funds · Syosset $540.0m about 20main office $540.0m
3 DAHAB ASSOCIATES INC Bay Shore about 17main office
4 HLV VENTURES private equity · Hauppauge $74.8m about 12main office $74.8m
5 Procyon Advisors, LLC hedge funds, private equity, institutions · Melville $9.2bn 6 $9.2bn
6 Compass Advisory Group LLC institutions · Melville $767.5m about 5main office $767.5m
7 Lloyd Harbor Capital Management, LLC hedge funds, futures · Cold Spring Harbor $354.5m about 5main office $354.5m
8 ST. JAMES INVESTMENT ADVISORS, LLC Port Jefferson $511.5m about 4main office $511.5m
9 APS WEALTH MANAGEMENT, LLC institutions · Melville $311.5m about 4main office $311.5m
10 AWH FINANCIAL, LLC Hauppauge, Islandia, Melville and 1 more 4
11 Wealthspire Retirement, LLC institutions · Plainview ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC, Wealthspire Retirement, LLC · 4 related pages $38.6bn about 3main office $38.6bn
12 FINCADIA ADVISORS LLC private equity · Melville $1.0bn about 3main office $1.0bn
13 ACCRUED EQUITIES INC. mutual funds · Melville $271.8m about 3main office $271.8m
14 Catalyst Capital Advisors LLC mutual funds, futures · Huntington $10.3bn 2 $10.3bn
15 RATIONAL ADVISORS, INC. hedge funds, mutual funds, futures · Huntington $2.6bn 2 $2.6bn
16 INDEPENDENT INVESTORS INC institutions · Nesconset $571.9m about 2main office $571.9m
17 AlphaCentric Advisors LLC mutual funds, futures · Huntington $433.1m 2 $433.1m
18 CATALYST INTERNATIONAL ADVISORS LLC Huntington $58.0m 2 $58.0m
19 DUNCAN FINANCIAL PLANNING ADVISORS Huntington Station 2
20 PENSION FUND EVALUATIONS, INC. asset owner · Centereach about 2main office
21 Howard Capital Management, LLC Nesconset $8.0bn 1 $8.0bn
22 Advisors Asset Management, Inc. mutual funds · Melville $2.2bn 1 $2.2bn
23 PIPER SANDLER & CO. private equity, institutions, futures · Melville PIPER SANDLER & CO. · 2 related pages $1.3bn 1 $1.3bn
24 SB ADVISORY, LLC institutions · Huntington $1.1bn 1 $1.1bn
25 ACP VENTURE CAPITAL MANAGEMENT FUND LLC private equity · Hauppauge $785.7m about 1main office $785.7m
26 THE AMBRUS GROUP LLC hedge funds · Smithtown $485.1m 1 $485.1m
27 WEATHERVANE ASSET MANAGEMENT LLC private equity · Hauppauge $384.1m 1 $384.1m
28 LAUFER WEALTH MANAGEMENT, LLC Babylon about 1main office
29 TSG ALPHA PARTNERS, LLC private equity · Hauppauge $134.9m office $134.9m
30 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
31 WELLS FARGO & COMPANY/MN wealth · Melville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
32 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
33 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
34 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
35 TORONTO DOMINION BANK wealth, bank or insurer · Melville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
36 M&T Bank Corp private equity, real estate, mutual funds, futures and 2 more · Hauppauge WILMINGTON TRUST INVESTMENT MANAGEMENT · 8 related pages $34.1bn office $34.1bn
37 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Melville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
38 ALLSTATE CORP structured credit, wealth · Plainview ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
39 GM Advisory Group, LLC Melville $2.6bn based here $2.6bn
40 PFG Investments, LLC Woodbury $2.6bn based here $2.6bn
41 Fusion Family Wealth, LLC Woodbury $1.5bn based here $1.5bn
42 Lebenthal Diversified Asset Management Inc. Hauppauge $883.7m office $883.7m
43 Frisch Financial Group, Inc. Melville $582.9m based here $582.9m
44 SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset $530.5m based here $530.5m
45 STEINBERGANNA WEALTH MANAGEMENT Huntington $246.0m based here $246.0m
46 Long Island Wealth Management, Inc. Melville $242.2m based here $242.2m
47 4Thought Financial Group Inc. Syosset $212.8m based here $212.8m
48 Arcadia Wealth Management, Inc. Smithtown $209.6m based here $209.6m
49 Draper Asset Management, LLC Smithtown $197.7m based here $197.7m
50 Berbice Capital Management LLC Melville $193.2m based here $193.2m

61 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.