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
Susan Lynn Whitcomb
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ian Andrew Post
Registered Affiliation(s):FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
Jeffrey S Skelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Courtney Moore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Abelardo J Riera
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Adam Jordan Zipper
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
David Michael Caraglior
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Stephen Kitz
Registered Affiliation(s):EDWARD JONES
Sally Cai
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Justin W Bliss
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Benjamin Ira Sokol
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David A Newman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Louis William Pasquale
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Noel Ian Forma
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alexander Bass
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Philip Leonard Mattera
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Maria Gabriella Degennaro
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ira Miller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory William Aloisio
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lauren Michelle King
Registered Affiliation(s):COMPASS ADVISORS
Lawrence E Sienkiewicz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Calisto Justino
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert William Martino JR
Registered Affiliation(s):OSAIC WEALTH, INC.
Stephen John Bishop
Registered Affiliation(s):AMERIPRISE FINANCIAL 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
