Financial advisers in Melville, NY
18 registered investment adviser firms in Melville managing $9.8B in assets, based on public SEC Form ADV filings.
The Wealth Alliance, LLC
Melville, NY · Est. 2019
- AUM
- $2.1B
- Per adviser
- $162M
- Advisers
- 13
No reported disclosures
J.J. Burns & Company
Melville, NY · Est. 2006
- AUM
- $1.3B
- Per adviser
- $157M
- Advisers
- 8
No reported disclosures
Fincadia Advisors LLC
Melville, NY · Est. 2026
- AUM
- $1.0B
- Per adviser
- $335M
- Advisers
- 3
No reported disclosures
Frisch Financial Group, INC.
Melville, NY · Est. 2003
- AUM
- $932M
- Per adviser
- $133M
- Advisers
- 7
No reported disclosures
Compass Advisors
Melville, NY · Est. 2017
- AUM
- $767M
- Per adviser
- $153M
- Advisers
- 5
No reported disclosures
Heller Wealth Management
Melville, NY · Est. 2003
- AUM
- $554M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Landmark Wealth Management, LLC
Melville, NY · Est. 2015
- AUM
- $442M
- Per adviser
- $74M
- Advisers
- 6
No reported disclosures
Prospect Financial Services LLC
Melville, NY · Est. 2021
- AUM
- $431M
- Per adviser
- $48M
- Advisers
- 9
No reported disclosures
Lantern Wealth Advisors, LLC
Melville, NY · Est. 2014
- AUM
- $320M
- Per adviser
- $12M
- Advisers
- 26
No reported disclosures
Aps Wealth Management, LLC
Melville, NY · Est. 2018
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Pelkonen And Associates LLC
Melville, NY · Est. 2020
- AUM
- $293M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Long Island Wealth Management, INC.
Melville, NY · Est. 2014
- AUM
- $292M
- Per adviser
- $292M
- Advisers
- 1
No reported disclosures
Accrued Equities INC.
Melville, NY · Est. 1980
- AUM
- $272M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Clear Point Advisors, INC.
Melville, NY · Est. 1998
- AUM
- $253M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Marathon Wealth Management, INC.
Melville, NY · Est. 2017
- AUM
- $151M
- Per adviser
- $151M
- Advisers
- 1
No reported disclosures
Excomp Asset Management Ltd
Melville, NY · Est. 1993
- AUM
- $140M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Imperity Wealth Alliance LLC
Melville, NY · Est. 2025
- AUM
- $140M
- Per adviser
- $14M
- Advisers
- 10
No reported disclosures
Four Corners Financial
Melville, NY · Est. 2020
- AUM
- $105M
- Per adviser
- $105M
- Advisers
- 1
No reported disclosures