Top 10 advisors in Melville
We’ve curated a list of the best financial advisors in Melville, take a look at it below
Find an advisor in Melville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,643,829,953 | 49 advisors | ||
| 2 | $700,297,449 | 11 advisors | ||
| 3 | $554,956,521 | 14 advisors | ||
| 4 | $378,630,909 | 5 advisors | ||
| 5 | $301,519,356 | 7 advisors | ||
| 6 | $250,455,549 | 6 advisors | ||
| 7 | $228,707,659 | 11 advisors | ||
| 8 | $216,674,379 | 4 advisors | ||
| 9 | $191,539,122 | 4 advisors | ||
| 10 | $174,751,115 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Melville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Melville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Gm Advisory Group, LLC
Assets under management
$1,643,829,953
Fee structure
A percentage of assets under your management
Fixed fees
WRAP FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. J.j. Burns & Company
Assets under management
$700,297,449
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Frisch Financial Group, Inc.
Assets under management
$554,956,521
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Accrued Equities Inc.
Assets under management
$378,630,909
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
5. Heller Wealth Management
Assets under management
$301,519,356
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Advice On Matters Not Involving Securities.
6. Compass Advisors
Assets under management
$250,455,549
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Prospect Financial Services LLC
Assets under management
$228,707,659
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
8. Piermont Wealth Management Inc.
Assets under management
$216,674,379
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Clear Point Advisors, Inc.
Assets under management
$191,539,122
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Fcci Consulting, LLC
Assets under management
$174,751,115
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.