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Find Best Financial Advisors in Melville, New York

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Melville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Melville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Melville?

Looking for a qualified financial advisor in Melville? We can help you by narrowing down your options & listing the best financial advisors in Melville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Melville near you with the list of certified and vetted Melville financial advisors.

List of Qualified Financial Advisors in Melville, New York

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Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-5082

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

Top Financial Advisor Firms in New York (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
GM ADVISORY GROUP, INC.
400 Broadhollow Road, Suite 301 Melville, NY 11747
147592 $3,141,397,822 1777 A percentage of AUM
Fixed fees
Other (WRAP FEE)
J.J. BURNS & COMPANY
225 Broadhollow Road, Suite 410 Melville, NY 11747
140452 $724,964,726 1472 A percentage of AUM
Fixed fees
FRISCH FINANCIAL GROUP, INC.
445 Broad Hollow Road, Suite 215 Melville, NY 11747
126524 $660,581,026 1430 A percentage of AUM
Hourly charges
Fixed fees
COMPASS ADVISORS
155 Pinelawn Road, Suite 210 N Melville, NY 11747
288256 $362,989,919 883 A percentage of AUM
Hourly charges
Fixed fees
HELLER WEALTH MANAGEMENT
225 Broadhollow Road, Suite 215 Melville, NY 11747
124261 $323,901,853 566 A percentage of AUM
Hourly charges
Fixed fees
LANDMARK WEALTH MANAGEMENT, LLC
95 Broadhollow Road, Suite 102, Melville, NY 11747
158693 $241,522,541 617 A percentage of AUM
Hourly charges
PIERMONT WEALTH MANAGEMENT INC.
48 S. Service Road, Suite 102 Melville, NY 11747
119376 $235,480,560 420 A percentage of AUM
Hourly charges
Fixed fees
PROSPECT FINANCIAL SERVICES LLC
445 Broad Hollow Road, Suite Cl-43 Melville, NY 11747
314154 $226,281,999 428 A percentage of AUM
Fixed fees
CLEAR POINT ADVISORS, INC.
One Huntington Quadrangle, Suite 1s1-A Melville, NY 11747
111775 $226,077,883 560 A percentage of AUM
Hourly charges
PELKONEN AND ASSOCIATES LLC
425 Broadhollow Road, Suite 112 Melville, NY 11747
305933 $193,724,640 842 A percentage of AUM
Fixed fees
LANTERN WEALTH ADVISORS, LLC
35 Pinelawn Road, Suite 101e Melville, NY 11747
147420 $166,171,796 147 A percentage of AUM
Hourly charges
Fixed fees
LONG ISLAND WEALTH MANAGEMENT, INC.
155 Pinelawn Road, Suite 210n Melville, NY 11747
173363 $138,260,677 358 A percentage of AUM
Fixed fees
EXCOMP ASSET MANAGEMENT LTD
425 Broadhollow Rd, Suite 318 Melville, NY 11747
110434 $135,906,414 389 A percentage of AUM
Fixed fees
MARATHON WEALTH MANAGEMENT, INC.
534 Broadhollow Road, Suite 420 Melville, NY 11747
289119 $115,000,000 219 A percentage of AUM
Hourly charges
Fixed fees
EXCELSIOR
135 Pinelawn Road,, Suite 110 South Melville, NY 11747
311850 $11,014,100 28 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
1-877-2RETIRE, LLC
Inquire with 1-877-2RETIRE,
425 Broadhollow Road, Suite 304 Melville, NY 11747 631-952-9795
Blue Chip Financial Corp.
Inquire with Blue
200 Broadhollow Rd, Suite 207 Melville, NY 11747 631-470-2150
Anthony S Zambri
Inquire with Anthony
200 Broadhollow Rd, Ste 302 Melville, NY 11747 631-424-2482
Beacon Wealth Management, Inc.
Inquire with Beacon
105 Maxess Road, Suite S124 Melville, NY 11747 631-390-0035
Brandyn Rowlinson
Inquire with Brandyn
58 South Service Rd, Ste 400 Melville, NY 11747 212-492-6318
Alpine Capital Group NY Inc.
Inquire with Alpine
555 Broadhollow Rd., Suite 271 Melville, NY 11747 516-249-4922
Abney & Associates
Inquire with Abney
445 Broadhollow Rd, Ste 317 Melville, NY 11747 631-396-1251
Benjamin Steinberg
Inquire with Benjamin
58 South Service Rd, Ste 400 Melville, NY 11747 631-755-8918
Bobby Kelly
Inquire with Bobby
58 South Service Rd, Ste 400 Melville, NY 11747 631-755-8878
Anthony V Paolano Jr.
Inquire with Anthony
58 South Service Rd, Ste 400 Melville, NY 11747 631-755-8935

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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