RIA Intel›Advisers›New York›LONG ISLAND FINANCIAL ADVISORS, INC.

LONG ISLAND FINANCIAL ADVISORS, INC.

Advisory

N·MEDFORD, NY

Data as of Mar 30, 2021 · Source: SEC Form ADV

Total AUM

$38M

1-Year AUM Growth

+69.3%

3-Year CAGR

+22.6%

Employees

6

Assets Under Management

Total AUM$38M

Discretionary AUM$30M

Non-Discretionary AUM$8M

Discretionary %78.7%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingNov 7, 2002

Latest FilingMar 30, 2021

🔒 Full AUM trend chart and 33 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LONG ISLAND FINANCIAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.