RIAs in Melville, NY
22 RIAs based in Melville, New York managing a combined $8.7B.
The Wealth Alliance, LLC
RIAMelville, NY
AUM $2.1BTEAM 29REPS 13
J.J. Burns & Company
RIAMelville, NY
AUM $1.3BTEAM 16REPS 7
Fincadia Advisors LLC
RIAMelville, NY
AUM $1BTEAM 3REPS 3
Frisch Financial Group, Inc.
RIAMelville, NY
AUM $932MTEAM 18REPS 6
Compass Advisors
RIAMelville, NY
AUM $767MTEAM 7REPS 5
Landmark Wealth Management, LLC
RIAMelville, NY
AUM $442MTEAM 6REPS 6
Prospect Financial Services LLC
RIAMelville, NY
AUM $431MTEAM 12REPS 11
Lantern Wealth Advisors, LLC
RIAMelville, NY
AUM $320MTEAM 26REPS 27
APS Wealth Management, LLC
RIAMelville, NY
AUM $312MTEAM 9REPS 5
Pelkonen and Associates LLC
RIAMelville, NY
AUM $293MTEAM 4REPS 3
Clear Point Advisors, Inc.
RIAMelville, NY
AUM $253MTEAM 4REPS 3
Excomp Asset Management Ltd
RIAMelville, NY
AUM $140MTEAM 5REPS 2
Imperity Wealth Alliance LLC
RIAMelville, NY
AUM $140MTEAM 14REPS 10
Four Corners Financial
RIAMelville, NY
AUM $105MTEAM 1REPS 1
Biggin, Inc.
RIAMelville, NY
AUM $82.2MTEAM 1REPS 1
Financial Planning Analysts, LLC
RIAMelville, NY
AUM $25.7MTEAM 1REPS 1
Mountain Creek Capital, LLC
RIAMelville, NY
AUM $22.5MTEAM 1REPS 1
Coordinated Planning Group, Inc.
RIAMelville, NY
AUM $16.4MTEAM 2REPS 1
Yields for You, LLC
RIAMelville, NY
AUM $15.7MTEAM 2REPS 2
LI Wealth Management Inc
RIAMelville, NY
AUM $235KTEAM 1REPS 1
MOE Doe LLC
RIAMelville, NY
AUM —TEAM 1REPS 1
Neary, Francis M Cpa
RIAMelville, NY
AUM —TEAM 1REPS 1
Other cities in New York
FINTRX platform
Need contacts and allocation intelligence for these firms?