Point 32 Investment Partners
“Brian and his team helped me feel comfortable about preparing for retirement, and provided me the education and strategy needed to accomplish this.”
Best Financial Advisors near Southampton, NY
There are no firms listed in Southampton itself yet; the 10 below are the closest options, from towns including Riverhead (3, 9 mi), Center Moriches (2, 16 mi) and East Hampton (2, 17 mi).
1 open weekends · 5 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Silverman & Associates
“If you have tax issues or just need an experienced and knowledgeable accounting firm, look no further.”
Nicholas Galletta - Prudential Financial
“Nick is extremely reliable, but most of all, incredibly competent and forward thinking as he helps us work toward our future financial goals.”
Retirement Programming
RG Wealth Management Group
“Nick Galletta and The RHG Group has assisted me with my retirement planning.”
Beard Asset Management
The 10 firms listed for Southampton, 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: Southampton, NY
6 of the 10 firms on this page have a rating, from 3.7 to 5.0 across 58 reviews; 5 are rated 4.5 or higher. 1 is open on weekends. 1 shows a license on its website. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 3 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.
Do any financial advisers listed for Southampton offer a free first meeting?
2 of the 10 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Providence Advisory and Tax
“Took care of my last minute request with expediency and precision.”
Lswm
“Even gave some financial advise and guidance!”
Opes Private Wealth Management
East End Financial Group
Why these companies made our list
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