A complete list of active advisors currently associated with First Long Island Investors, LLC

Warmer can help you find a great advisor at First Long Island Investors, LLC or one who fits your needs even better.

First Long Island Investors, LLC advises individuals (including high‑net‑worth households), corporations, pension and profit‑sharing plans, pooled investment vehicles, and charitable organizations, generally taking on new relationships with at least $5 million in assets. As of December 31, 2025 the firm reported about $1.86 billion in discretionary assets under management and also provides multi‑family office services and related retainers for certain clients. The firm’s investment approach is long‑term and individually tailored, emphasizing diversified asset allocation implemented through internally managed equity strategies labeled “Core” and “Dividend Growth,” bespoke fixed‑income management, and access to third‑party managed accounts. It operates both separately managed accounts and affiliated private investment partnerships, with principals investing side‑by‑side in most strategies; one internally managed partnership uses option overlays such as covered calls and some funds or underlying managers may employ leverage. Noteworthy features compared with many peers are its affiliation with a broker‑dealer (FLI Investors, LLC) and its role as sponsor and general partner for multiple private funds, which include performance‑based incentive allocations and side‑by‑side management that can create differing fee and incentive profiles across clients. With seven advisers overseeing roughly $1.86 billion of discretionary AUM, the firm’s AUM per advisor is higher than is typical for similar teams, and the brochure discloses family‑office retainers for ongoing tax and estate advice rather than describing a separate standalone financial planning product.

To learn more about the advisors currently working at First Long Island Investors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.