Fiduciary advisors in Melville, NY

18 registered advisers

18 SEC-registered fiduciary advisory firms operate in Melville, New York. The fee-only share stands at 94%, with 17 firms declining all forms of commission-based compensation. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

ACCRUED EQUITIES INC.

Clean RecordAlso Compensated via Brokerage
Melville, New YorkCRD #13452
Typical Fee--
AUM$253M
Minimum--
Clients1

APS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #298233
Typical Fee--
AUM$265M
Minimum--
Clients313

CLEAR POINT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #111775
Typical Fee--
AUM$231M
Minimum--
Clients556

COMPASS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #288256
Typical Fee--
AUM$767M
Minimum--
Clients1,152

EAGLE'S CREST ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #335252
Typical Fee--
AUM$31M
Minimum--
Clients82

EXCOMP ASSET MANAGEMENT LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #110434
Typical Fee--
AUM$133M
Minimum--
Clients153

FOUR CORNERS FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #287468
Typical Fee--
AUM$105M
Minimum--
Clients175

FRISCH FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #126524
Typical Fee--
AUM$790M
Minimum--
Clients1,625

HELLER WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Melville, New YorkCRD #124261
Typical Fee--
AUM$554M
Minimum--
Clients787

J.J. BURNS & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #140452
Typical Fee--
AUM$1.1B
Minimum--
Clients2,064

LANDMARK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #158693
Typical Fee--
AUM$442M
Minimum--
Clients865

LANTERN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #147420
Typical Fee--
AUM$265M
Minimum--
Clients379

LONG ISLAND WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #173363
Typical Fee--
AUM$292M
Minimum--
Clients487

MARATHON WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #289119
Typical Fee--
AUM$151M
Minimum--
Clients200

PELKONEN AND ASSOCIATES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #305933
Typical Fee--
AUM$253M
Minimum--
Clients889

PROSPECT FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #314154
Typical Fee--
AUM$418M
Minimum--
Clients1,178

THE WEALTH ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #305052
Typical Fee--
AUM$1.9B
Minimum--
Clients4,315

WEALTHSPIRE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melville, New YorkCRD #147592
Typical Fee--
AUM$3.7B
Minimum--
Clients743
Fiduciary Advisors in Melville, New York | FiduciaryListings