THE WEALTH ALLIANCE, LLC
Melville, NY
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 670-0682
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, MELVILLE
20 advisers found
J.J. BURNS & COMPANY
Melville, NY
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
631-390-0500
FRISCH FINANCIAL GROUP, INC.
Melville, NY
AUM
$931.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
516-694-7900
COMPASS ADVISORS
Melville, NY
AUM
$767.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 938-2400
HELLER WEALTH MANAGEMENT
Melville, NY
AUM
$553.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
631-248-3600
LANDMARK WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$442.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-342-6436
PROSPECT FINANCIAL SERVICES LLC
Melville, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631-424-5218
LANTERN WEALTH ADVISORS, LLC
Melville, NY
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-454-2000
PELKONEN AND ASSOCIATES LLC
Melville, NY
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(631) 396-1032
LONG ISLAND WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-238-7629
CLEAR POINT ADVISORS, INC.
Melville, NY
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
631.333.2222
MARATHON WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$150.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 760-8385
IMPERITY WEALTH ALLIANCE LLC
Melville, NY
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-203-2702
FOUR CORNERS FINANCIAL
Melville, NY
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 271-1170
EXCELSIOR
Melville, NY
AUM
$23.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-765-7400
MOUNTAIN CREEK CAPITAL, LLC
Melville, NY
AUM
$22.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
631-964-9503
COORDINATED PLANNING GROUP, INC.
Melville, NY
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-393-6044
YIELDS FOR YOU, LLC
Melville, NY
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-914-4894
FINANCIAL PLANNING ANALYSTS, LLC
Melville, NY
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
631-423-8800
Full profileNo website
LI WEALTH MANAGEMENT INC
Melville, NY
AUM
$235K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-444-3377
Full profileNo website