Falists

New York · 30 advisers

Financial Advisors in Melville, New York

Looking for a financial advisor in Melville, New York? Falists indexes 30 SEC-registered and state-registered investment advisers in Melville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 21 firms list a website you can visit directly. Firms in this directory manage up to $2.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

30

With website

21

Largest AUM

$2.10B

Financial planning

20

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning20Trusts23Retirement14Institutional10

Top advisors in Melville

Ranked by AUM · Fees, team & specialties at a glance

View all 30 →

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

Full profileVisit site →

BIGGIN, INC.

Melville, NY

AUM

$82.2M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

631-881-0860

Full profileNo website
View all 30 advisors in Melville

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Melville, New York?
30 registered investment advisers are listed in our Melville directory, sourced from public SEC filings.
What types of advisors are in Melville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Melville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.