Top Financial Advisors in Melville, New York
Finding the right financial advisor in Melville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Melville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Melville, NY.
Find the Best Financial Advisor Firms in Melville:
GM ADVISORY GROUP, INC.
CRD#: 147592
Address: 400 Broadhollow Road Suite 301, Melville, NY 11747
Clients: 268
Average Clients per Advisor: 29
AUM: $ 2.5B
THE WEALTH ALLIANCE, LLC
CRD#: 305052
Address: 105 Broadhollow Road, Melville, NY 11747
Clients: 615
Average Clients per Advisor: 76
AUM: $ 1.5B
J.J. BURNS & COMPANY
CRD#: 140452
Address: 225 Broadhollow Road Suite 410, Melville, NY 11747
Clients: 258
Average Clients per Advisor: 36
AUM: $ 700M
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524
Address: 445 Broad Hollow Road Suite 215, Melville, NY 11747
Clients: 272
Average Clients per Advisor: 45
AUM: $ 592M
COMPASS ADVISORS
CRD#: 288256
Address: 155 Pinelawn Road Suite 210 N, Melville, NY 11747
Clients: 213
Average Clients per Advisor: 42
AUM: $ 392M
HELLER WEALTH MANAGEMENT
CRD#: 124261
Address: 445 Broadhollow Road Suite 208, Melville, NY 11747
Clients: 12
Average Clients per Advisor: 4
AUM: $ 302M
How We Chose the Top Financial Advisors in Melville, New York
To create this list of top financial advisor firms in Melville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Melville has to offer.
Search Financial Advisors in Melville, New York
Douglas G. Sonnenshein
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jesse Downing
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Jason Franklin
Registered Affiliation(s):MORGAN STANLEY
William Emerson Houck
Registered Affiliation(s):MODERA WEALTH MANAGEMENT, LLC
Mark Elliot Grossmann
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lars Leo Kofod
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Robert Strzelecki
Registered Affiliation(s):MORGAN STANLEY
Mark Emilio Pericolosi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Martin Sackman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lee Marquez Hunter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicole Bowler Pecknold
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Frank Anthony Calderone
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Gregory Richard Feighan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Reid Horowitz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Sheila Freund Klehm
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alon Steven Plitt
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Riomao
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Calarco
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Alan Correra
Registered Affiliation(s):MORGAN STANLEY
Alyssa C Moeder
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James P Lombardo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gerard J Andrews
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jay Leon Lefkowicz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason Edward Salgado
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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