Investment adviser firms in MELVILLE, New York
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
18 firms · Source months shown: August 2026
- ACCRUED EQUITIES INC.CRD 13452 · MELVILLE, NY$271,772,694.00Regulatory AUM · August 2026
- APS WEALTH MANAGEMENT, LLCCRD 298233 · MELVILLE, NY$311,548,181.00Regulatory AUM · August 2026
- CLEAR POINT ADVISORS, INC.CRD 111775 · MELVILLE, NY$253,408,647.00Regulatory AUM · August 2026
- COMPASS ADVISORY GROUP LLCCRD 288256 · MELVILLE, NY$767,495,362.00Regulatory AUM · August 2026
- EXCOMP ASSET MANAGEMENT LTDCRD 110434 · MELVILLE, NY$140,218,941.00Regulatory AUM · August 2026
- FINCADIA ADVISORS LLCCRD 338396 · MELVILLE, NY$1,003,630,329.00Regulatory AUM · August 2026
- FRISCH FINANCIAL GROUP, INC.CRD 126524 · MELVILLE, NY$931,564,656.00Regulatory AUM · August 2026
- IMPERITY WEALTH ALLIANCE LLCCRD 339113 · MELVILLE, NY$139,699,291.00Regulatory AUM · August 2026
- JAMES J. BURNS & COMPANY, LLCCRD 140452 · MELVILLE, NY$1,253,310,566.00Regulatory AUM · August 2026
- LANDMARK WEALTH MANAGEMENT, LLCCRD 158693 · MELVILLE, NY$442,031,005.00Regulatory AUM · August 2026
- LANTERN WEALTH ADVISORS, LLCCRD 147420 · MELVILLE, NY$319,865,217.00Regulatory AUM · August 2026
- LONG ISLAND WEALTH MANAGEMENT, INC.CRD 173363 · MELVILLE, NY$291,674,579.00Regulatory AUM · August 2026
- MARATHON WEALTH MANAGEMENT, INC.CRD 289119 · MELVILLE, NY$150,540,000.00Regulatory AUM · August 2026
- PELKONEN AND ASSOCIATES LLCCRD 305933 · MELVILLE, NY$293,299,775.00Regulatory AUM · August 2026
- PROSPECT FINANCIAL SERVICES LLCCRD 314154 · MELVILLE, NY$430,992,588.00Regulatory AUM · August 2026
- THE WEALTH ALLIANCE, LLCCRD 305052 · MELVILLE, NY$2,102,685,090.00Regulatory AUM · August 2026
- TOTAL MANAGEMENT GROUP, INC.CRD 124261 · MELVILLE, NY$553,893,216.00Regulatory AUM · August 2026
- V&V MANAGEMENT GROUP CORPORATIONCRD 287468 · MELVILLE, NY$104,755,522.00Regulatory AUM · August 2026