Rialytix insights
Top RIA Firms in Melville, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Melville, New York. This hub covers 19 matching firms with $14.1B in total reported AUM and median AUM of $319.9M.
Firms
19
Matching current profiles
Total AUM
$14.1B
Reported regulatory AUM
Median AUM
$319.9M
Across firms with AUM
Largest firm
$4.4B
Wealthspire Advisors
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Wealthspire Advisors CRD 147592 · Limited Liability Company | MELVILLE, NY | $4.4B Mar 2026 | +$679.6M+18.5% | +$1.2B+38.9% | +$1.6B+55.6% | +$3.9B+954.7% | +1 employees+2.2% over 3Y | -942 accounts-53.0% over 3Y |
| 2. The Wealth Alliance, LLC CRD 305052 · Limited Liability Company | MELVILLE, NY | $2.1B Apr 2026 | +$194.6M+10.2% | +$626.0M+42.4% | +$1.1B+110.9% | — | +8 employees+38.1% over 3Y | +991 accounts+27.3% over 3Y |
| 3. J.j. Burns & Company CRD 140452 · Limited Liability Company | MELVILLE, NY | $1.3B Mar 2026 | +$183.4M+17.1% | +$553.0M+79.0% | +$678.7M+118.1% | +$1.1B+923.3% | +6 employees+54.5% over 3Y | +929 accounts+58.0% over 3Y |
| 4. Fincadia Advisors LLC CRD 338396 · Limited Liability Company | MELVILLE, NY | $1.0B Mar 2026 | — | — | — | +$22.8M+2.3% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 5. Frisch Financial Group, INC. CRD 126524 · Corporation | MELVILLE, NY | $931.6M Apr 2026 | +$141.9M+18.0% | +$340.0M+57.5% | +$366.6M+64.9% | +$701.2M+304.4% | +4 employees+28.6% over 3Y | +299 accounts+20.5% over 3Y |
| 6. Compass Advisors CRD 288256 · Limited Liability Company | MELVILLE, NY | $767.5M Feb 2026 | +$251.0M+48.6% | +$404.5M+111.4% | +$583.2M+316.5% | — | +1 employees+16.7% over 3Y | +269 accounts+30.5% over 3Y |
| 7. Heller Wealth Management CRD 124261 · Corporation | MELVILLE, NY | $553.9M Feb 2026 | +$149.8M+37.1% | +$230.0M+71.0% | +$307.9M+125.2% | +$475.1M+603.1% | -1 employees-14.3% over 3Y | +221 accounts+39.0% over 3Y |
| 8. Landmark Wealth Management, LLC CRD 158693 · Limited Liability Company | MELVILLE, NY | $442.0M Mar 2026 | +$131.5M+42.4% | +$228.7M+107.2% | +$265.3M+150.2% | +$415.2M+1548.1% | +2 employees+50.0% over 3Y | +210 accounts+32.1% over 3Y |
| 9. Prospect Financial Services LLC CRD 314154 · Limited Liability Company | MELVILLE, NY | $431.0M Mar 2026 | +$12.8M+3.1% | +$204.7M+90.5% | — | — | +3 employees+33.3% over 3Y | +728 accounts+170.1% over 3Y |
| 10. Lantern Wealth Advisors, LLC CRD 147420 · Limited Liability Company | MELVILLE, NY | $319.9M May 2026 | +$54.4M+20.5% | +$145.2M+83.2% | +$168.7M+111.5% | +$265.9M+492.8% | +12 employees+85.7% over 3Y | +184 accounts+86.0% over 3Y |
| 11. Aps Wealth Management, LLC CRD 298233 · Limited Liability Company | MELVILLE, NY | $311.5M May 2026 | +$46.9M+17.7% | +$121.7M+64.1% | +$116.6M+59.8% | — | +3 employees+50.0% over 3Y | +56 accounts+20.7% over 3Y |
| 12. Pelkonen And Associates LLC CRD 305933 · Limited Liability Company | MELVILLE, NY | $293.3M Mar 2026 | +$40.2M+15.9% | +$123.8M+73.1% | +$117.2M+66.6% | — | +1 employees+33.3% over 3Y | +119 accounts+15.1% over 3Y |
| 13. Long Island Wealth Management, INC. CRD 173363 · Corporation | MELVILLE, NY | $291.7M Apr 2026 | +$47.9M+19.7% | +$146.1M+100.4% | +$158.3M+118.7% | — | 0 employees+0.0% over 3Y | +115 accounts+30.9% over 3Y |
| 14. Accrued Equities INC. CRD 13452 · Corporation | MELVILLE, NY | $271.8M Mar 2026 | -$54.2M-16.6% | -$184.5M-40.4% | +$37.3M+15.9% | +$86.9M+47.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Clear Point Advisors, INC. CRD 111775 · Corporation | MELVILLE, NY | $253.4M Mar 2026 | +$37.0M+17.1% | +$27.3M+12.1% | +$67.2M+36.1% | +$125.8M+98.6% | 0 employees+0.0% over 3Y | -142 accounts-25.4% over 3Y |
| 16. Marathon Wealth Management, INC. CRD 289119 · Corporation | MELVILLE, NY | $150.5M May 2026 | +$16.2M+12.0% | +$50.5M+50.5% | +$51.0M+51.3% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 17. Excomp Asset Management LTD CRD 110434 · Corporation | MELVILLE, NY | $140.2M Apr 2026 | +$3.1M+2.3% | +$4.3M+3.2% | +$17.7M+14.5% | +$27.2M+24.1% | +1 employees+25.0% over 3Y | -243 accounts-62.5% over 3Y |
| 18. Imperity Wealth Alliance LLC CRD 339113 · Limited Liability Company | MELVILLE, NY | $139.7M Apr 2026 | — | — | — | $0+0.0% | -3 employees-17.6% over Total | 0 accounts+0.0% over Total |
| 19. Four Corners Financial CRD 287468 · Corporation | MELVILLE, NY | $104.8M Feb 2026 | +$28.6M+37.5% | +$47.3M+82.4% | +$53.6M+104.7% | +$60.6M+137.1% | -1 employees-50.0% over 3Y | +104 accounts+146.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.