Skip to content

Financial Advisors in Hauppauge, NY: 2026 rankings

329 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hauppauge: Shore Funding Solutions, RFA Score 75/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 7

    Most-reviewed: Island Federal Credit Union, 367 Google reviews at 4.9★, the most of 329 ranked after Shore Funding Solutions; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

329 Hauppauge financial advisors are ranked here by RFA Score, from eight published factors. 99 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.9★ across 329 rated firms.

Top 10 financial advisors in Hauppauge at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Hauppauge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions754.8★ (1,954)Melville, 12 mi awayEveningsTop score
2Henry Pimentel: Primerica - Financial Services744.9★ (137)Hauppauge——
3SMG ABA LLC734.8★ (130)Bohemia, 2 mi away——
4James F Sutton Agency Ltd724.9★ (161)East Islip, 7 mi awaySat—
5Mitlin Financial, Inc.725.0★ (62)Hauppauge——
6Lehmann Insurance Plainview714.9★ (248)Plainview, 14 mi away——
7Island Federal Credit Union714.9★ (367)Bellmore, 20 mi awaySatMost reviews
8Bankers Life704.7★ (46)Hauppauge——
9Weisman & Co., CPA's704.8★ (39)Hauppauge——
10Davidov Law Group705.0★ (351)Garden City, 24 mi away——

All 329 financial advisors in Hauppauge, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Hauppauge

    #1 Shore Funding Solutions

    Based in Melville, 12 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 1,954 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 1,954 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Huntington Quadrangle Ste 1N15, Melville, NY 11747
    View profile for Shore Funding Solutions(800) 980-0472

  3. #3 SMG ABA LLC

    Based in Bohemia, 2 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Thu 8:45 AM–5:30 PM · Fri 8:45 AM–1:30 PM · Sat–Sun closed
    Address
    300 Corporate Plaza, Islandia, NY 11749
    View profile for SMG ABA LLC(631) 481-8600

  4. #4 James F Sutton Agency Ltd

    Based in East Islip, 7 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 161 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    143-149 E Main St, East Islip, NY 11730
    View profile for James F Sutton Agency Ltd(631) 581-7978

  7. #7 Island Federal Credit Union

    Based in Bellmore, 20 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 367 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 367 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    2752 Sunrise Hwy, Bellmore, NY 11710
    View profile for Island Federal Credit Union(631) 851-1100

  8. #8 Bankers Life

    Based in Hauppauge

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1393 Veterans Memorial Hwy Ste 100-s, Hauppauge, NY 11788
    View profile for Bankers Life(631) 521-2200

  9. #9 Weisman & Co., CPA's

    Based in Hauppauge

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788
    View profile for Weisman & Co., CPA's(631) 675-0711

  10. #10 Davidov Law Group

    Based in Garden City, 24 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
    View profile for Davidov Law Group(516) 440-5781

  11. #11 magii inc.

    Based in Hauppauge

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    490 Wheeler Rd #265, Hauppauge, NY 11788
    View profile for magii inc.(631) 434-8200

  12. #12 Island Federal Credit Union

    Based in Hicksville, 17 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 204 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 204 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    85 E Old Country Rd, Hicksville, NY 11801
    View profile for Island Federal Credit Union(631) 851-1100

  14. #14 Steven Silber, CFP , CLTC

    Based in Huntington, 12 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    349 Main St, Huntington, NY 11743
    View profile for Steven Silber, CFP , CLTC(631) 319-8655

  17. #17 Premier Financial Network

    Based in Commack, 5 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–12 PM · Sun closed
    Address
    35 Crooked Hill Rd Ste 201, Commack, NY 11725
    View profile for Premier Financial Network(631) 629-2159

  18. #18 IBA Business Solutions

    Based in Hicksville, 18 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Duffy Ave Ste 510, Hicksville, NY 11801
    View profile for IBA Business Solutions(888) 421-5423

  21. #21 CDP Payments

    Based in Smithtown, 3 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    738 Smithtown Bypass #100, Smithtown, NY 11787
    View profile for CDP Payments(877) 261-5436

  24. #24 CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial

    Based in Huntington, 7 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1772 E Jericho Tpke #1a, Huntington, NY 11743
    View profile for CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial(516) 717-1884

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 329 ranked financial advisors here; the rest are on their profiles.

financial advisors in Hauppauge, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Enhancement Group685.0★ (25)8 mi
27DeFreitas & Minsky LLP | CPA684.9★ (34)10 mi
28Prudential - Three Village Financial685.0★ (28)9 mi
29Justin Ponella of Dipaola Financial Group685.0★ (35)12 mi
30Savant Wealth Management685.0★ (33)12 mi
31R.W. Rogé & Company685.0★ (19)6 mi
32Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management685.0★ (68)19 mi
33Attitude Financial Advisors, Inc675.0★ (37)14 mi
34Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor675.0★ (29)12 mi
35Rogg & Kejriwal LLP675.0★ (80)22 mi
36Danielle Afuwah: Primerica - Financial Services674.8★ (8)In Hauppauge
37Hendel Wealth Management Group674.9★ (10)2 mi
38Maribel E Pena Hernandez: Primerica - Financial Services675.0★ (7)In Hauppauge
39Opal Wealth Advisors675.0★ (53)18 mi
40BLACKSTONE FUNDING LLC674.5★ (8)In Hauppauge
41Belli Monaco Inc675.0★ (6)In Hauppauge
42Landmark Wealth Management, LLC.675.0★ (25)11 mi
43Apple Bank674.7★ (13)4 mi
44Benjamin Securities Inc675.0★ (6)1 mi
45Comprehensive Financial675.0★ (13)6 mi
46Tilton Financial Planning675.0★ (5)In Hauppauge
47Apple Bank674.7★ (30)12 mi
48Kuttin Wealth Management - Ameriprise Financial Services, LLC673.9★ (11)In Hauppauge
49FACTS PRO675.0★ (26)13 mi
50David Amaya: Primerica - Financial Services675.0★ (5)In Hauppauge

Also serving Hauppauge

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Hauppauge
BusinessGoogle ratingDistance
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (2)In Hauppauge
American Capital Partners LLC5.0★ (1)In Hauppauge
Atlas Benefits Advisor5.0★ (2)In Hauppauge
Brian Batter5.0★ (1)In Hauppauge
Castle Asset Management5.0★ (2)In Hauppauge
Castle Wealth Strategies, LLC5.0★ (1)In Hauppauge
Cgaa Inc5.0★ (1)In Hauppauge
Daniel Tohill - Thrivent4.0★ (1)In Hauppauge
Diversified Private Wealth Advisors5.0★ (1)In Hauppauge
First Financial Services5.0★ (1)In Hauppauge
George N Sucich & Associates5.0★ (1)In Hauppauge
HMM & CO., LLP5.0★ (1)In Hauppauge
Jeremy Isleman Financial Advisor5.0★ (1)In Hauppauge
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Hauppauge
Lincoln Investment5.0★ (2)In Hauppauge
Linda Anne Springer: Primerica - Financial Services5.0★ (2)In Hauppauge
Morgan Stanley Financial Advisors5.0★ (1)In Hauppauge
Quest Capital Management5.0★ (1)In Hauppauge
Reverses Are UsIn Hauppauge
Todd M Petraco - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Hauppauge

How we ranked Hauppauge financial advisors

We scored 329 Hauppauge financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Hauppauge data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Hauppauge: frequently asked questions

Which financial advisor has the highest RFA Score in Hauppauge?

By RFA Score, the highest-ranked financial advisor in Hauppauge, NY is Shore Funding Solutions with an RFA Score of 75/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. Henry Pimentel: Primerica - Financial Services (#2) and SMG ABA LLC (#3) follow. We ranked 329 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hauppauge?

RankedFinancialAdvisors ranks 329 financial advisors serving Hauppauge, NY. 15 of them are based in Hauppauge; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Hauppauge work on weekends?

99 of 329 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are James F Sutton Agency Ltd (#4), Island Federal Credit Union (#7) and Island Federal Credit Union (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hauppauge financial advisors have?

The median Google rating among 329 rated financial advisors in Hauppauge is 4.9★, with a median of 10 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Hauppauge count in this ranking?

Yes, if they are within 25 mi of the Hauppauge city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Hauppauge ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Hauppauge a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Hauppauge

  1. November 2026: RFA Scores recalculated for 329 financial advisors serving Hauppauge.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Hauppauge pages