Firms by city
Registered investment advisers in Melville, NY
16 SEC-registered advisers headquartered in Melville, listed by regulatory assets under management as reported on Form ADV.
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16 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| The Wealth Alliance | Melville, NY | $2.1B |
| James J. Burns & Company | Melville, NY | $1.25B |
| Fincadia Advisors | Melville, NY | $1B |
| Frisch Financial Group | Melville, NY | $932M |
| Compass Advisory Group | Melville, NY | $767M |
| Total Management Group | Melville, NY | $554M |
| Landmark Wealth Management | Melville, NY | $442M |
| Prospect Financial Services | Melville, NY | $431M |
| Lantern Wealth Advisors | Melville, NY | $320M |
| APS Wealth Management | Melville, NY | $312M |
| Pelkonen and Associates | Melville, NY | $293M |
| Accrued Equities | Melville, NY | $272M |
| Clear Point Advisors | Melville, NY | $253M |
| Excomp Asset Management | Melville, NY | $140M |
| Imperity Wealth Alliance | Melville, NY | $140M |
| V&V Management Group | Melville, NY | $105M |
- Headquarters
- Melville, NY
- Regulatory AUM
- $2.1B
- Headquarters
- Melville, NY
- Regulatory AUM
- $1.25B
- Headquarters
- Melville, NY
- Regulatory AUM
- $1B
- Headquarters
- Melville, NY
- Regulatory AUM
- $932M
- Headquarters
- Melville, NY
- Regulatory AUM
- $767M
- Headquarters
- Melville, NY
- Regulatory AUM
- $554M
- Headquarters
- Melville, NY
- Regulatory AUM
- $442M
- Headquarters
- Melville, NY
- Regulatory AUM
- $431M
- Headquarters
- Melville, NY
- Regulatory AUM
- $320M
- Headquarters
- Melville, NY
- Regulatory AUM
- $312M
- Headquarters
- Melville, NY
- Regulatory AUM
- $293M
- Headquarters
- Melville, NY
- Regulatory AUM
- $272M
- Headquarters
- Melville, NY
- Regulatory AUM
- $253M
- Headquarters
- Melville, NY
- Regulatory AUM
- $140M
- Headquarters
- Melville, NY
- Regulatory AUM
- $140M
- Headquarters
- Melville, NY
- Regulatory AUM
- $105M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Melville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.