How many financial advisors are in Rockville Centre, New York?

Falists lists 7 registered investment advisers with a principal office or filing address in Rockville Centre, New York, based on public SEC IAPD data.

How do financial advisors in Rockville Centre charge fees?

Fee structures vary by firm. In Rockville Centre, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Rockville Centre?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 7 advisers

Financial Advisors in Rockville Centre, New York

Looking for a financial advisor in Rockville Centre, New York? Falists indexes 7 SEC-registered and state-registered investment advisers in Rockville Centre — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $22.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$22.57B

Financial planning

Filter by specialty

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

All Wealth5 Planning1 Trusts3 Retirement2 Institutional2

Top advisors in Rockville Centre

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

View all 7 →

MPC CAPITAL ADVISORS, LLC

Rockville Centre, NY

AUM

$22.57B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

212-683-6922

Full profile Visit site →

THE PINNACLE FINANCIAL GROUP

Rockville Centre, NY

AUM

$1.38B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

54 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

516-763-9700

Full profile Visit site →

TR CAPITAL MANAGEMENT, LLC

Rockville Centre, NY

AUM

$166.3M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

5162551801

Full profile Visit site →

BAYRIDGE FINANCIAL GROUP, INC.

Rockville Centre, NY

AUM

$94.2M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

(718) 833-4901

Full profile Visit site →

BRIO CAPITAL MANAGEMENT LLC

Rockville Centre, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

516-536-0500

Full profile Visit site →

EVERBRIDGE ADVISORS

Rockville Centre, NY

AUM

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

516-343-0772

Full profileNo website

KALMIA ADVISORS INC.

Rockville Centre, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

516-446-1636

Full profileNo website

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Common questions

How many financial advisors are in Rockville Centre, New York?: 7 registered investment advisers are listed in our Rockville Centre directory, sourced from public SEC filings.
What types of advisors are in Rockville Centre?: 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 Rockville Centre?: 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.