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- Custodian
- Inspira Financial Trust · LLC · JP Morgan · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-13-1984
- Office Locations
- 1
Office Locations
About First Long Island Investors, LLC
First Long Island Investors, LLC is an employee-controlled boutique wealth manager and fiduciary serving high-net-worth individuals, families, and select institutions. The firm provides comprehensive wealth planning and personalized portfolio management, including guidance around business sales/succession, inheritance, divorce, and widowhood transitions. FLI invests alongside clients and emphasizes a diversified, risk-aware approach; its SMA implementation is ETF-heavy.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 9.0%, from $1.7B to $1.9B.
Across 5 reported observations, AUM increased 6.7% between March 30, 2022 and March 31, 2026, from $1.7B to $1.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 619 clients, or 77.4 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full First Long Island Investors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN PHILLIP GAMBLE
Vice President
- CRD
- #7428427
- Ownership
- Less than 5%
JONATHAN ANDREW GOLUB
Chief Compliance Officer, General Counsel, SENIOR VICE PRESIDENT, Vice President
- CRD
- #7717902
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
DYLAN PAUL KLEIN
Vice President
- CRD
- #7735245
WESLEY Xavier LLADO
Vice President
- CRD
- #6071651
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,861,290,657 | $1,980,096 |
| Non-Discretionary | $0 | -- |
| Total | $1,861,290,657 | $1,980,096 |
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Separately Managed Accounts
SMA allocation detail is available
First Long Island Investors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
First Long Island Investors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.