Top 10 financial advisors in Melville, NY

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

#	Company	Assets under management	Number of advisors
1	Assets under management $1,643,829,953 Number of advisors 49 advisors	$1,643,829,953	49 advisors
2	Assets under management $700,297,449 Number of advisors 11 advisors	$700,297,449	11 advisors
3	Assets under management $554,956,521 Number of advisors 14 advisors	$554,956,521	14 advisors
4	Assets under management $301,519,356 Number of advisors 7 advisors	$301,519,356	7 advisors
5	Assets under management $250,455,549 Number of advisors 6 advisors	$250,455,549	6 advisors
6	Assets under management $228,707,659 Number of advisors 11 advisors	$228,707,659	11 advisors
7	Assets under management $216,674,379 Number of advisors 4 advisors	$216,674,379	4 advisors
8	Assets under management $191,539,122 Number of advisors 4 advisors	$191,539,122	4 advisors
9	Assets under management $170,421,625 Number of advisors 14 advisors	$170,421,625	14 advisors
10	Assets under management $161,219,170 Number of advisors 3 advisors	$161,219,170	3 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Melville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Gm Advisory Group, LLC
**Background and Expertise:** GM Advisory Group, LLC, operating as Wealthspire Advisors, is a registered investment adviser established in 2004 and converted to an LLC in 2023. It succeeded GM Advisory Group, Inc. and became a subsidiary of Wealthspire Advisors LLC after being acquired by NFP, an Aon company. The firm offers discretionary and non-discretionary investment management services, primarily through a wrap fee program, and also provides financial planning and consulting services. Wealthspire specializes in strategic asset allocation to meet clients' investment objectives. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Not specified. - **Fee Structure:** Clients in the Program pay a single specified annual fee based on assets under management, with varying percentages depending on the asset level. - **Fiduciary Status:** Wealthspire acts as a fiduciary, putting clients' interests first. - **Investment
$1,643,829,953 under management
49 advisors
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
See full profile
J.j. Burns & Company
J. J. Burns & Company, LLC is a Registered Investment Adviser established in 2006 by James Joseph Burns, CFP. The firm specializes in managing individually tailored investment portfolios on a discretionary basis, with assets under management totaling $1,069,875,158 as of December 31, 2024. Services include Investment Management and Financial Planning, focusing on clients' goals and circumstances. The firm charges an annual advisory fee of 1.25% for accounts under $2,000,000 and 1.00% for accounts $2,000,001 and above, debited quarterly. Financial Planning services are offered on a fixed fee basis ranging from $3,000 to $30,000 per annum. J. J. Burns & Company does not participate in wrap fee programs and primarily utilizes fundamental analysis for investment decisions. Clients include individuals, high net-worth individuals, pension plans, trusts, and charitable organizations, with a minimum account size requirement of $1,000,000. The firm acts as a fiduciary, putting clients' interests first, and does not engage in performance-based fees. Clients have investment discretion, and the firm does not vote client securities. JJBCO does not have any disciplinary history and maintains a Code of Ethics to ensure compliance with federal securities laws. The firm receives client referrals through Schwab Advisor Network and may recommend maintaining accounts at Charles Schwab & Co. for custody and trading services.
$700,297,449 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile
Frisch Financial Group, Inc.
Frisch Financial Group, Inc. is a registered investment adviser established in 1999 in New York, offering investment advisory services and financial planning as a fiduciary. Clients can opt for discretionary and/or non-discretionary services, with fees up to 2.0% of assets managed, subject to a quarterly minimum of $2,500. Frisch Financial may charge for financial planning services separately. The firm's investment philosophy focuses on long-term opportunities and diversification to manage risks. Investment strategies include long-term purchases, short-term purchases, trading, and options. Frisch Financial utilizes various methods of security analysis, such as charting and fundamental analysis. Clients are encouraged to review financial planning issues annually and notify the firm of any changes in financial situations. Frisch Financial does not participate in wrap fee programs and managed over $789 million as of December 31, 2024. The firm may receive economic benefits from third parties, such as support services, without additional client charges. Frisch Financial does not vote client proxies and does not solicit fees exceeding $1,200 in advance. The firm maintains custody of client funds through direct fee debiting and trustee services, with an annual surprise examination conducted for compliance.
$554,956,521 under management
14 advisors
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
See full profile
Heller Wealth Management
Heller Wealth Management (HWM) is a registered investment adviser firm based in Melville, NY, established in 2003. The firm, led by principal Larry Heller CFP®, CPA®, primarily offers discretionary investment advisory services for individuals, pension and profit-sharing plans, trusts, and business entities. HWM recommends investments such as no-load institutional class mutual funds and individual fixed income securities based on clients' objectives. Additionally, the firm provides financial planning and consulting services covering estate planning, taxes, insurance, and more. HWM may act as a fiduciary for retirement plans, managing investment policy and options. The firm manages assets totaling $445,853,734 as of February 2025. For fees, HWM charges a percentage of assets under management, with an annual investment management fee starting at 1.00% for assets up to $2 million. The firm requires a household account minimum of $1 million. HWM's fees cover investment advisory services and financial planning, with additional fees for extraordinary services. The firm does not accept performance-based fees and primarily allocates client assets among mutual funds, ETFs, and fixed income securities. HWM's investment approach is rooted in Modern Portfolio Theory, emphasizing diversified portfolios. Clients face various risks, including interest-rate, market, inflation, and liquidity risks. HWM does not vote client proxies and does not receive soft dollars from broker-dealers. Clients can contact HWM for further details or questions.
$301,519,356 under management
7 advisors
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.
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Compass Advisors
Compass Advisors is a financial advisory firm based in Melville, New York. It currently has approximately $250,455,549 of assets under management and employs about 6 people. Compass Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$250,455,549 under management
6 advisors
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
See full profile
Prospect Financial Services LLC
Prospect Financial Services LLC is a registered investment advisor established in March 1999 and registered with the SEC in September 2021. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary to clients. Services include tailored investment management, financial planning, and retirement plan advisory services. The firm primarily uses fundamental and technical analysis for investment strategies, focusing on long-term goals. Prospect Financial manages $418,143,884 in client assets as of December 31, 2024, on a discretionary basis. Wealth management fees range up to 2.50% annually, with fees for financial planning services ranging from $2,000 to $10,000 per engagement. The firm does not charge performance-based fees and does not accept or maintain custody of client accounts. Prospect Financial does not receive commissions for securities transactions and does not compensate for client referrals. The firm has a privacy policy in place to protect clients' personal information and shares information with third parties only for servicing accounts, not for marketing purposes. Clients have the right to limit the sharing of their personal information. For more details, clients can contact Prospect Financial at 631-424-5218.
$228,707,659 under management
11 advisors
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
See full profile

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Piermont Wealth Management Inc.
Piermont Wealth Management Inc. is a New York corporation established in October 2000 and registered as an investment adviser in June 2002. The firm offers discretionary investment advisory services on a fee-only basis, with annual fees based on a percentage of assets under management. Clients can also request financial planning and consulting services for a separate fixed fee. The firm primarily allocates client assets among mutual funds, individual equity securities, and fixed income securities. Piermont Wealth Management Inc. does not participate in performance-based fees or side-by-side management. Clients are encouraged to review financial planning issues and investment objectives annually. The firm conducts ongoing account reviews and provides clients with written transaction confirmations and account statements. Piermont Wealth Management Inc. does not vote client proxies and does not solicit fees more than $1,200 per client six months in advance. The firm has not been subject to disciplinary actions or bankruptcy petitions. Clients can contact the Chief Compliance Officer, Philip J. Capell, for any questions regarding the firm's services and disclosures.
$216,674,379 under management
4 advisors
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
See full profile
Clear Point Advisors, Inc.
CLEAR POINT ADVISORS INC. is an SEC Registered Investment Advisor firm founded in 1998, specializing in personalized investment management services for individuals, pension and profit sharing plans, trusts, charitable organizations, and small businesses. The firm, previously known as Steven Brill Advisors, Inc., has principal owners Steven C. Brill, Barry Dampf, and Robert Levine. They offer fee-only investment management services, focusing on tailored asset allocation based on client objectives and risk tolerance. Investment strategies include a mix of assets like ETFs, REITs, and individual securities, with a global diversification approach. Clients receive quarterly reports detailing portfolio performance and asset allocation. CLEAR POINT ADVISORS INC. does not act as a custodian of client assets, maintaining limited custody through a third-party custodian. The firm provides retirement plan consulting services and may offer personal financial planning on a fixed fee or hourly basis. Fees are based on a percentage of assets under management, with a suggested minimum portfolio size of $500,000. The firm does not use performance-based fees and does not vote proxies on client securities. Clients have the right to limit sharing of personal information. The firm's advisors have strong educational backgrounds and professional designations, ensuring high standards of service. For more information, visit www.cptadvisors.com.
$191,539,122 under management
4 advisors
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
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Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC, established in September 2008, is a registered investment adviser offering services to individuals, trusts, estates, corporations, and other entities. The firm provides various advisory services, including The Lighthouse Plan, The Lantern Select Plan, The Lantern Advisor Select Plan, financial planning, and consulting. Clients can expect continuous advice tailored to their needs, with options for discretionary or non-discretionary account management. Lantern Wealth Advisors charges fees based on a percentage of assets under management, with minimum initial investments required. The firm may receive compensation from affiliated entities for the sale of securities or insurance products, creating potential conflicts of interest. Clients' assets are held with qualified custodians, and Lantern Wealth Advisors exercises limited custody over client funds for fee deductions. The firm does not vote proxies for clients and does not have any financial commitments that could impact client services. Clients are encouraged to review account statements for accuracy and compare reports provided by the firm with those from custodians. Lantern Wealth Advisors follows a Code of Ethics and acts as a fiduciary, aiming to provide best execution for client transactions. The firm's investment strategies include long-term purchases, short-term purchases, trading, and more, with a focus on risk management and client objectives.
$170,421,625 under management
14 advisors
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)
Selection Of Other Advisers
Consulting
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Pelkonen And Associates LLC
Pelkonen and Associates LLC is a registered investment advisor founded in February 2020 and registered in March 2020. The firm offers advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, Pelkonen upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment management solutions, including discretionary investment management and related advisory services. Investment portfolios consist of exchange-traded funds (ETFs) and/or mutual funds, with the possibility of utilizing individual stocks and bonds. Pelkonen primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. The firm manages $253,099,311 in client assets as of December 31, 2024, with $243,588,397 managed on a discretionary basis and $9,510,914 on a non-discretionary basis. Fees for advisory services are based on a tiered fee schedule, with rates decreasing as assets under management increase. Pelkonen does not participate in wrap fee programs and does not manage or place client assets into such programs. The firm does not charge performance-based fees and does not manage proprietary investment funds. Pelkonen does not have custody of client funds except for limited purposes related to fee deductions and money movement authorizations. The firm's investment approach involves fundamental and technical analysis methods, with a focus on long-term investment strategies. Pelkonen encourages clients to read and discuss any questions they may have about the firm's services. For more information, clients can contact Pelkonen at (631) 396-1032 or visit their website at http://ampwealthcare.com.
$161,219,170 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile

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Top advisors in New York

Albany Amherst Armonk Binghamton Bohemia Brewster Briarcliff Manor Bronxville Brooklyn Buffalo Cambridge Clifton Park Commack Corning Cortlandt Manor East Amherst East Syracuse Fairport Farmingdale Fishkill Garden City Getzville Glen Cove Glens Falls Goshen Great Neck Halfmoon Harrison Hauppauge Holbrook Huntington Irvington Ithaca Jericho Johnson City Katonah Kingston Lake Placid Lake Success Larchmont Latham Lindenhurst Locust Valley Long Island City Malta Mamaroneck Manhasset Medford Mineola Mount Kisco Newburgh New Hyde Park New Paltz New Rochelle New York Nyack Orchard Park Pearl River Pittsford Plainview Pleasantville Port Chester Port Jefferson Port Washington Poughkeepsie Riverhead Rochester Rockville Centre Rome Ronkonkoma Rye Rye Brook Sag Harbor Saratoga Springs Scarsdale Smithtown Syosset Syracuse Tarrytown Uniondale Utica Valley Stream Victor Webster Westbury West Harrison White Plains Williamsville Woodbury Woodmere Yorktown Heights

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