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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 10 vetted financial advisors and 156 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 20 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

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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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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Bozidar Jovanovic

Honey Badger Advisors LLC

125 Central Avenue B9

Rye, NY 10580

914-393-4684

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Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle, NY 10580

914-819-1819

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Masa Yamazaki

Oxler Private Wealth

800 Westchester Ave
Suite 641N

Rye Brook, NY 10573

212-785-2860

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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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U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022

512-342-0202

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Farther

Farther, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Future You Wealth

Future You Wealth LLC

200 Vesey Street
24th Floor

New York, NY 10282

917-426-2982

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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)
THE WEALTH ALLIANCE, LLC
105 Broadhollow Road,
Melville, NY, 11747
305052 $1,299,842,952 2869 A percentage of AUM, Hourly charges, Fixed fees
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
ACCRUED EQUITIES INC.
150 Broadhollow Rd.,, Suite Ph-02
Melville, NY, 11747
13452 $456,262,345 1 A percentage of AUM
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
APS WEALTH MANAGEMENT, LLC
1 Huntington Quadrangle, Suite 3n03
Melville, NY, 11747
298233 $231,435,597 281 A percentage of AUM, 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
FCCI CONSULTING, LLC
135 Pinelawn Road, Suite 110 South
Melville, NY, 11747
111457 $188,291,667 3 A percentage of AUM, Performance Based
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

Additional Financial Advisors in Melville, New York

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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
Tantillo Wealth Management
Inquire with Tantillo
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

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