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Find Retirement Advisors for Retirement Planning in Melville, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Melville, New York
Last Updated - April 25, 2025Melville has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Melville, New York have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Melville, New York
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDino Pagiazitis
Integrity Point Advisors
Qualifications
CRD# 5432187
Firm CRD# 250787
Series 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJohn Patsy
CLTC®, CFP®, RICP®
LPL Financial
Qualifications
CRD# 2772152
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Melville, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 400 Broadhollow Road, Suite 301 Melville, NY, 11747 | $3,046,087,569 | 2210 | 42 | A percentage of AUM, Fixed fees, Other (WRAP FEE) |
| 2 | 105 Broadhollow Road, Melville, NY, 11747 | $1,703,650,906 | 4006 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 225 Broadhollow Road, Suite 410 Melville, NY, 11747 | $1,069,875,158 | 2064 | 15 | A percentage of AUM, Fixed fees |
| 4 | 445 Broad Hollow Road, Suite 215 Melville, NY, 11747 | $720,848,515 | 1539 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 155 Pinelawn Road, Suite 210 N Melville, NY, 11747 | $644,083,351 | 1079 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 445 Broad Hollow Road, Suite Cl-43 Melville, NY, 11747 | $418,143,884 | 1178 | 12 | A percentage of AUM, Fixed fees |
| 7 | 225 Broadhollow Road, Suite 215 Melville, NY, 11747 | $404,135,430 | 717 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 150 Broadhollow Rd.,, Suite Ph-02 Melville, NY, 11747 | $326,003,847 | 1 | 5 | A percentage of AUM |
| 9 | 95 Broadhollow Road, Suite 102, Melville, NY, 11747 | $310,516,586 | 787 | 5 | A percentage of AUM, Hourly charges |
| 10 | 1 Huntington Quadrangle, Suite 3n03 Melville, NY, 11747 | $264,663,888 | 313 | 10 | A percentage of AUM, Fixed fees |
| 11 | 425 Broadhollow Road, Suite 112 Melville, NY, 11747 | $253,099,311 | 889 | 3 | A percentage of AUM, Fixed fees |
| 12 | 35 Pinelawn Road, Suite 101e Melville, NY, 11747 | $227,962,725 | 177 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 155 Pinelawn Road, Suite 210n Melville, NY, 11747 | $217,350,727 | 422 | 1 | A percentage of AUM, Fixed fees |
| 14 | 1 Huntington Quadrangle, Suite 1s01 Melville, NY, 11747 | $216,404,655 | 582 | 4 | A percentage of AUM, Hourly charges |
| 15 | 425 Broadhollow Rd, Suite 318 Melville, NY, 11747 | $137,121,477 | 359 | 5 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Melville, New York
QualificationsFirm CRD# 147592
Assets Under Management $3,046,087,569
No. Of Clients2210
Clients Per Financial Advisor53
WEALTHSPIRE ADVISORS is a financial advisory firm situated in Melville, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2210 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (WRAP FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 305052
Assets Under Management $1,703,650,906
No. Of Clients4006
Clients Per Financial Advisor191
THE WEALTH ALLIANCE, LLC is a financial advisory firm situated in Melville, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4006 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140452
Assets Under Management $1,069,875,158
No. Of Clients2064
Clients Per Financial Advisor138
J.J. BURNS & COMPANY is a financial advisory firm situated in Melville, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2064 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 126524
Assets Under Management $720,848,515
No. Of Clients1539
Clients Per Financial Advisor103
FRISCH FINANCIAL GROUP, INC. is a financial advisory firm situated in Melville, New York. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1539 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 288256
Assets Under Management $644,083,351
No. Of Clients1079
Clients Per Financial Advisor180
COMPASS ADVISORS is a financial advisory firm situated in Melville, New York. With a nearly $644M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1079 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 314154
Assets Under Management $418,143,884
No. Of Clients1178
Clients Per Financial Advisor98
PROSPECT FINANCIAL SERVICES LLC is a financial advisory firm situated in Melville, New York. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 124261
Assets Under Management $404,135,430
No. Of Clients717
Clients Per Financial Advisor120
HELLER WEALTH MANAGEMENT is a financial advisory firm situated in Melville, New York. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 717 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)
QualificationsFirm CRD# 13452
Assets Under Management $326,003,847
No. Of Clients1
Clients Per Financial Advisor0
ACCRUED EQUITIES INC. is a financial advisory firm situated in Melville, New York. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 158693
Assets Under Management $310,516,586
No. Of Clients787
Clients Per Financial Advisor157
LANDMARK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Melville, New York. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 787 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 298233
Assets Under Management $264,663,888
No. Of Clients313
Clients Per Financial Advisor31
APS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Melville, New York. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 313 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 305933
Assets Under Management $253,099,311
No. Of Clients889
Clients Per Financial Advisor296
PELKONEN AND ASSOCIATES LLC is a financial advisory firm situated in Melville, New York. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 147420
Assets Under Management $227,962,725
No. Of Clients177
Clients Per Financial Advisor13
LANTERN WEALTH ADVISORS, LLC is a financial advisory firm situated in Melville, New York. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 173363
Assets Under Management $217,350,727
No. Of Clients422
Clients Per Financial Advisor422
LONG ISLAND WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Melville, New York. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 422 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 111775
Assets Under Management $216,404,655
No. Of Clients582
Clients Per Financial Advisor146
CLEAR POINT ADVISORS, INC. is a financial advisory firm situated in Melville, New York. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 110434
Assets Under Management $137,121,477
No. Of Clients359
Clients Per Financial Advisor72
EXCOMP ASSET MANAGEMENT LTD is a financial advisory firm situated in Melville, New York. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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