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:
THE WEALTH ALLIANCE, LLC
CRD#: 305052
Address: 105 Broadhollow Road, Melville, NY 11747
Clients: 701
Average Clients per Advisor: 53
AUM: $ 2.1B
J.J. BURNS & COMPANY
CRD#: 140452
Address: 225 Broadhollow Road Suite 410, Melville, NY 11747
Clients: 337
Average Clients per Advisor: 42
AUM: $ 1.3B
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524
Address: 445 Broad Hollow Road Suite 215, Melville, NY 11747
Clients: 243
Average Clients per Advisor: 34
AUM: $ 932M
COMPASS ADVISORS
CRD#: 288256
Address: 155 Pinelawn Road Suite 210 N, Melville, NY 11747
Clients: 240
Average Clients per Advisor: 48
AUM: $ 767M
LANDMARK WEALTH MANAGEMENT, LLC
CRD#: 158693
Address: 95 Broadhollow Road, Suite 102, Melville, NY 11747
Clients: 142
Average Clients per Advisor: 23
AUM: $ 442M
PROSPECT FINANCIAL SERVICES LLC
CRD#: 314154
Address: 445 Broad Hollow Road Suite Cl-43, Melville, NY 11747
Clients: 446
Average Clients per Advisor: 49
AUM: $ 431M
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
Randy Brickman
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Frank Horace Moore III
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Diane E Finnerty
Registered Affiliation(s):MORGAN STANLEY
Robert L Karp
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Kevin Michael Heal
Registered Affiliation(s):ARGUS INVESTORS' COUNSEL, INC.
Walter Corea
Registered Affiliation(s):RBC CAPITAL MARKETS, 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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