Investment advisers in Melville, NY
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| The Wealth Alliance, LLC | $2.10 billion | 29 | 0 |
| J.J. Burns & Company | $1.25 billion | 17 | 0 |
| Fincadia Advisors LLC | $1.00 billion | 3 | 0 |
| Frisch Financial Group, Inc. | $931.6 million | 18 | 0 |
| Compass Advisors | $767.5 million | 7 | 0 |
| Heller Wealth Management | $553.9 million | 6 | 0 |
| Landmark Wealth Management, LLC | $442.0 million | 6 | 0 |
| Prospect Financial Services LLC | $431.0 million | 12 | 0 |
| Lantern Wealth Advisors, LLC | $319.9 million | 26 | 0 |
| Aps Wealth Management, LLC | $311.5 million | 9 | 0 |
| Pelkonen and Associates LLC | $293.3 million | 4 | 0 |
| Long Island Wealth Management, Inc. | $291.7 million | 1 | 0 |
| Accrued Equities Inc. | $271.8 million | 4 | 0 |
| Clear Point Advisors, Inc. | $253.4 million | 4 | 0 |
| Excomp Asset Management Ltd | $140.2 million | 5 | 0 |
| Imperity Wealth Alliance LLC | $139.7 million | 14 | 0 |
| Four Corners Financial | $104.8 million | 1 | 0 |