Best Financial Advisors in MELVILLE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MELVILLE
HELLER WEALTH MANAGEMENT
MELVILLE, NY · Since 2003
LANTERN WEALTH ADVISORS, LLC
MELVILLE, NY · Since 2014
LANDMARK WEALTH MANAGEMENT, LLC
MELVILLE, NY · Since 2015
MARATHON WEALTH MANAGEMENT, INC.
MELVILLE, NY · Since 2017
APS WEALTH MANAGEMENT, LLC
MELVILLE, NY · Since 2018
PROSPECT FINANCIAL SERVICES LLC
MELVILLE, NY · Since 2021
FINCADIA ADVISORS LLC
MELVILLE, NY · Since 2026
EXCOMP ASSET MANAGEMENT LTD
MELVILLE, NY · Since 1993
CLEAR POINT ADVISORS, INC.
MELVILLE, NY · Since 1998
FRISCH FINANCIAL GROUP, INC.
MELVILLE, NY · Since 2003
J.J. BURNS & COMPANY
MELVILLE, NY · Since 2006
WEALTHSPIRE ADVISORS
MELVILLE, NY · Since 2008
LONG ISLAND WEALTH MANAGEMENT, INC.
MELVILLE, NY · Since 2014
FOUR CORNERS FINANCIAL
MELVILLE, NY · Since 2020
COMPASS ADVISORS
MELVILLE, NY · Since 2017
PELKONEN AND ASSOCIATES LLC
MELVILLE, NY · Since 2020
IMPERITY WEALTH ALLIANCE LLC
MELVILLE, NY · Since 2025
ACCRUED EQUITIES INC.
MELVILLE, NY · Since 1980
THE WEALTH ALLIANCE, LLC
MELVILLE, NY · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MELVILLE?
The median advisory fee in MELVILLE, NY is 0.95% of assets under management per year, based on Form ADV filings from 19 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.