William Carpenter CPA
“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”
Best Financial Advisors in Smithtown, NY
15 firms listed · 7 in Smithtown · 3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Heritage Financial Advisory
“He came to my Mom's house, went over everything with us and she finally felt confident and comfortable with investing her money.”
Draper Asset Management
“This team has been managing me and my husband's retirement accounts for 30 years and we could not be happier.”
Louis A. Soriano Cfp, EA - Navigator Financial
“He's patient with all my questions and has a quick turn around time .”
Capital Financial Planning
“Would highly recommend to anyone looking to invest.”
Main Street Financial Group
“I've waited till I had some experience it's been about 2 years now and they have been phenomenal.”
The 15 firms listed for Smithtown, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Smithtown, NY
Of the 15 firms we list here, 7 are in Smithtown itself and 8 come from towns including Hauppauge (4, 4 mi), Commack (1, 5 mi) and Bohemia (1, 7 mi). 14 of the firms on this page have a rating, from 4.3 to 5.0 across 335 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), business planning (2), retirement planning (2) and tax planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Smithtown listed here?
7 of the 15 firms are located in Smithtown. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Arcadia Wealth Management
FDM Wealth Management
Steven Silber, CFP , Cltc
“He answers all of our questions in an exceptionally organized manner, which shows how well-informed he is on his field.”
Cerini & Associates
“It is my pleasure to post publicly about how absolutely fantastic working with Ed McWilliams @ Cerini has been for me, my firm and many of the clients we share.”
Premier Financial Network
“Nick is a pleasure to work with and incredibly helpful with all my financial planning and health insurance questions and needs.”
United Financial Planning Group
“He provided a thorough overview of our financial situation and pointed out that we held some high-risk investments that were not appropriate for retirees in their eighties”
Magii Inc.
“It takes a village to deliver outstanding results, and the village at Magii is composed of teammates working tirelessly to help their cleints achieve their goals”
Weisman & Co., Cpa's
“Regardless of different business sectors, different states, and varying complexities, Lanny and his team have been rock solid across the years.”
Herold & Lantern Investments
“My two brothers and I are now active with the services and are extremely pleased with Alex Plantonov our prime adviser.”
Why these companies made our list
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