RIAs in MELVILLE, NY
25 RIAs based in MELVILLE, New York managing a combined $9.7B.
THE WEALTH ALLIANCE, LLC
RIAMELVILLE, NY
AUM $2.1BTEAM 29REPS 13
J.J. BURNS & COMPANY
RIAMELVILLE, NY
AUM $1.3BTEAM 17REPS 9
FINCADIA ADVISORS LLC
RIAMELVILLE, NY
AUM $1BTEAM 3REPS 3
FRISCH FINANCIAL GROUP, INC.
RIAMELVILLE, NY
AUM $932MTEAM 18REPS 7
COMPASS ADVISORS
RIAMELVILLE, NY
AUM $767MTEAM 7REPS 5
HELLER WEALTH MANAGEMENT
RIAMELVILLE, NY
AUM $554MTEAM 6REPS 4
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
LONG ISLAND WEALTH MANAGEMENT, INC.
RIAMELVILLE, NY
AUM $292MTEAM 1REPS 1
CLEAR POINT ADVISORS, INC.
RIAMELVILLE, NY
AUM $253MTEAM 4REPS 3
MARATHON WEALTH MANAGEMENT, INC.
RIAMELVILLE, NY
AUM $151MTEAM 2REPS 1
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
EXCELSIOR
RIAMELVILLE, NY
AUM $23.9MTEAM 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 1
LI WEALTH MANAGEMENT INC
RIAMELVILLE, NY
AUM $235KTEAM 1REPS 1
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