Top 10 advisors in Melville

Top 10 advisors in Melville

We’ve curated a list of the best financial advisors in Melville, take a look at it below

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  • 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?
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    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

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.

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