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Find The 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!
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How To Find The Best Financial Advisors in Melville, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Melville, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and 18 non-vetted financial advisors in Melville, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Melville, New York have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Melville, New York
Edelman Financial Engines, LLC
877-208-7414
Address
- 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details
Top Financial Advisor Firms in Melville, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS 400 Broadhollow Road, Suite 301 Melville, NY, 11747 | 147592 | $3,046,087,569 | 2210 | A percentage of AUM, Fixed fees, Other (WRAP FEE) |
| THE WEALTH ALLIANCE, LLC 105 Broadhollow Road, Melville, NY, 11747 | 305052 | $1,703,650,906 | 4006 | A percentage of AUM, Hourly charges, Fixed fees |
| J.J. BURNS & COMPANY 225 Broadhollow Road, Suite 410 Melville, NY, 11747 | 140452 | $1,069,875,158 | 2064 | A percentage of AUM, Fixed fees |
| FRISCH FINANCIAL GROUP, INC. 445 Broad Hollow Road, Suite 215 Melville, NY, 11747 | 126524 | $720,848,515 | 1539 | A percentage of AUM, Hourly charges, Fixed fees |
| COMPASS ADVISORS 155 Pinelawn Road, Suite 210 N Melville, NY, 11747 | 288256 | $644,083,351 | 1079 | A percentage of AUM, Hourly charges, Fixed fees |
| PROSPECT FINANCIAL SERVICES LLC 445 Broad Hollow Road, Suite Cl-43 Melville, NY, 11747 | 314154 | $418,143,884 | 1178 | A percentage of AUM, Fixed fees |
| HELLER WEALTH MANAGEMENT 225 Broadhollow Road, Suite 215 Melville, NY, 11747 | 124261 | $404,135,430 | 717 | A percentage of AUM, Hourly charges, Fixed fees |
| ACCRUED EQUITIES INC. 150 Broadhollow Rd.,, Suite Ph-02 Melville, NY, 11747 | 13452 | $326,003,847 | 1 | A percentage of AUM |
| LANDMARK WEALTH MANAGEMENT, LLC 95 Broadhollow Road, Suite 102, Melville, NY, 11747 | 158693 | $310,516,586 | 787 | A percentage of AUM, Hourly charges |
| APS WEALTH MANAGEMENT, LLC 1 Huntington Quadrangle, Suite 3n03 Melville, NY, 11747 | 298233 | $264,663,888 | 313 | A percentage of AUM, Fixed fees |
| PELKONEN AND ASSOCIATES LLC 425 Broadhollow Road, Suite 112 Melville, NY, 11747 | 305933 | $253,099,311 | 889 | A percentage of AUM, Fixed fees |
| LANTERN WEALTH ADVISORS, LLC 35 Pinelawn Road, Suite 101e Melville, NY, 11747 | 147420 | $227,962,725 | 177 | A percentage of AUM, Hourly charges, Fixed fees |
| LONG ISLAND WEALTH MANAGEMENT, INC. 155 Pinelawn Road, Suite 210n Melville, NY, 11747 | 173363 | $217,350,727 | 422 | A percentage of AUM, Fixed fees |
| CLEAR POINT ADVISORS, INC. 1 Huntington Quadrangle, Suite 1s01 Melville, NY, 11747 | 111775 | $216,404,655 | 582 | A percentage of AUM, Hourly charges |
| EXCOMP ASSET MANAGEMENT LTD 425 Broadhollow Rd, Suite 318 Melville, NY, 11747 | 110434 | $137,121,477 | 359 | A percentage of AUM, Fixed fees |
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