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
Vincent J Mancuso
Registered Affiliation(s):MORGAN STANLEY
Lara Ann Flanagan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Everett Berard
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Adrian Anton Mohorovich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sandra Lynn Peters
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Debra Claire Slavutin
Registered Affiliation(s):CERITY PARTNERS LLC
Colleen Alicia O'callaghan
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Adam Catalfomo
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jeanmarie Elizabeth Kricher
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Holly Newman Kroft
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Michael Nicholas Bapis
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Thomas Edwin Iii Moore
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Ryan Charles Lewis
Registered Affiliation(s):MORGAN STANLEY
Jacquelyn Calandriello
Registered Affiliation(s):STRATEGIC ADVISERS LLC
John Andrew Nelson- Henry
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Eden Loren Lopez-robles
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Katherine K Waters
Registered Affiliation(s):MORGAN STANLEY
Steven Neal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marc D Seidenberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jimmy Quan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Antonio S Amato
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew D Gold
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Annemarie Von Der Goltz
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
William Joseph Cafero
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
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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