Company lists · Data refreshed September 2026
Top 23 Asset management companies for estates based in Melville, United States
RevenueBase identified 40 asset management companies for estates headquartered in Melville, United States as of September 2026 and tracks 310 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); Melville has 40.
This list covers asset management companies for estates headquartered in Melville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 23 largest asset management companies for estates based in Melville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41 contacts → | ||||
Indirect evidence “Herold & Lantern Investments, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, is a financial services firm with a national presence.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 25 contacts → | ||||
Indirect evidence “The Wealth Alliance is a registered investment advisor.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Indirect evidence “For over 30 years North Ridge has been a leader in the financial services industry, serving our family of financial advisors and their thousands of clients nationwide.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Partial evidence “At Frisch Financial Group, we specialize in helping our clients protect, preserve, and enhance their wealth through our investment management expertise, comprehensive financial…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “Thank you for visiting Strategic Planning Associates!” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “At JJ Burns & Company, we’re more than just wealth managers.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “It's simple: We offer smart, calculated opportunities to build your wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “At Imperity, your future is our purpose.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Founded in 2002, Professional Wealth Associates is a full-service financial planning firm committed to helping our clients navigate the waters to attain their financial goals.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “We advise.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Our Worthy Ideal is to inspire and guide entrepreneurs and professionals to protect themselves and their families from life’s uncertainties, to safeguard and grow their wealth so…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “You have a vision for your life: goals you want to achieve, people you want to care for, a legacy you want to leave behind.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “This is a firm that was conceived and built around serving the best interests of its clients, hence, the name ClientFirst Strategy, Inc.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Here at Premier Asset Solutions, located at 520 Broad Hollow Road, Melville, NY 11747, we bring financial clarity to our clients and help them figure out where they are now, where…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “As a recognized authority (CFA®, CFP®, published author) in the areas of security analysis, investment management, and philanthropic services, Klein Wealth Management puts its…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Whether you're contemplating retirement planning, estate planning, investment strategies, or any other financial service, the first step is key.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Insignis Financial Group LLC is a company based out of 200 Broadhollow Rd Ste 405, Melville, New York, United States.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management companies for estates. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management companies for estates.
- Partial evidence
- Its own public description names part of asset management companies for estates, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management companies for estates. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 23 of 40 asset management companies for estates based in Melville, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 131 reachable decision-makers.
Free signup · no credit card
Asset management companies for estates based in Melville, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Melville, so it is reported there. Company counts and contact totals on this page are exact for Melville, over 40 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management companies for estates, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Melville, United States whose own description of what they do matches “asset management companies for estates”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management companies for estates), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management companies for estates, and records with no verified work email. Companies headquartered outside Melville are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 131 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management companies for estates by metro in the United States
- Asset management companies for estates in New York560
- Asset management companies for estates in Atlanta250
- Asset management companies for estates in Houston242
- Asset management companies for estates in Dallas225
- Asset management companies for estates in Chicago222
- Asset management companies for estates in San Diego197
- Asset management companies for estates in Austin176
- Asset management companies for estates in Miami170
- Asset management companies for estates in Boston167
- Asset management companies for estates in San Francisco157
- Asset management companies for estates in Scottsdale155
- Asset management companies for estates in Los Angeles150
- Asset management companies for estates in Denver149
- Asset management companies for estates in Charlotte141
- Asset management companies for estates in Tampa125
- Asset management companies for estates in Newport Beach111
- Asset management companies for estates in Portland108
- Asset management companies for estates in Cincinnati104
- Asset management companies for estates in Irvine104
- Asset management companies for estates in Minneapolis97
- Asset management companies for estates in Overland Park96
- Asset management companies for estates in Phoenix93
- Asset management companies for estates in St. Louis91
- Asset management companies for estates in Columbus90
- Asset management companies for estates in Indianapolis88
- Asset management companies for estates in Raleigh86
- Asset management companies for estates in Seattle86
- Asset management companies for estates in Boca Raton80
- Asset management companies for estates in Pittsburgh79
- Asset management companies for estates in San Antonio78
- Asset management companies for estates in Omaha76
- Asset management companies for estates in Bellevue75
- Asset management companies for estates in Las Vegas75
- Asset management companies for estates in Birmingham74
- Asset management companies for estates in Columbia72
- Asset management companies for estates in Greenville72
- Asset management companies for estates in Grand Rapids70
- Asset management companies for estates in Richmond69
- Asset management companies for estates in Rochester68
- Asset management companies for estates in Nashville65
- Asset management companies for estates in Wilmington64
- Asset management companies for estates in Louisville62
- Asset management companies for estates in Orlando62
- Asset management companies for estates in Washington60
- Asset management companies for estates in Greenwood Village59
- Asset management companies for estates in Madison59
- Asset management companies for estates in Naples59
- Asset management companies for estates in Salt Lake City59
- Asset management companies for estates in Colorado Springs58
- Asset management companies for estates in Jacksonville58
- Asset management companies for estates in Lexington58
- Asset management companies for estates in Sarasota58
- Asset management companies for estates in Fort Worth57
- Asset management companies for estates in Memphis54
- Asset management companies for estates in Pasadena54
- Asset management companies for estates in Plano54
- Asset management companies for estates in Springfield53
- Asset management companies for estates in Cleveland50
- Asset management companies for estates in Fort Lauderdale50
- Asset management companies for estates in Walnut Creek50
- Asset management companies for estates in Tucson48
- Asset management companies for estates in Tulsa48
- Asset management companies for estates in Coral Gables47
- Asset management companies for estates in Troy47
- Asset management companies for estates in Alpharetta45
- Asset management companies for estates in Philadelphia44
- Asset management companies for estates in St. Petersburg42
- Asset management companies for estates in Bethesda41
- Asset management companies for estates in Knoxville41
- Asset management companies for estates in Westlake Village41
- Asset management companies for estates in Baton Rouge40
- Asset management companies for estates in Franklin40
- Asset management companies for estates in Lake Oswego40
- Asset management companies for estates in Oklahoma City40
- Asset management companies for estates in Kansas City39
- Asset management companies for estates in Lafayette38
- Asset management companies for estates in Mclean38
- Asset management companies for estates in San Jose38
- Asset management companies for estates in Fort Collins37
- Asset management companies for estates in Red Bank37
- Asset management companies for estates in Virginia Beach37
- Asset management companies for estates in Chattanooga36
- Asset management companies for estates in Bloomington35
- Asset management companies for estates in Brentwood35
- Asset management companies for estates in Frisco35
- Asset management companies for estates in Jackson35
- Asset management companies for estates in Little Rock35
- Asset management companies for estates in Roseville35
- Asset management companies for estates in Santa Barbara35
- Asset management companies for estates in Stamford35
- Asset management companies for estates in Ann Arbor34
- Asset management companies for estates in Charleston34
- Asset management companies for estates in Greensboro34
- Asset management companies for estates in Lincoln34
- Asset management companies for estates in Pittsford34
- Asset management companies for estates in West Des Moines34
- Asset management companies for estates in Annapolis33
- Asset management companies for estates in Baltimore33
- Asset management companies for estates in Beverly Hills33
- Asset management companies for estates in Albuquerque32
- Asset management companies for estates in Bloomfield Hills32
- Asset management companies for estates in Buffalo32
- Asset management companies for estates in Honolulu32
- Asset management companies for estates in Littleton32
- Asset management companies for estates in Minnetonka32
- Asset management companies for estates in Westport32
- Asset management companies for estates in Boulder31
- Asset management companies for estates in Chesterfield31
- Asset management companies for estates in Naperville31
- Asset management companies for estates in Plymouth31
- Asset management companies for estates in Reston31
- Asset management companies for estates in Wichita31
- Asset management companies for estates in Boise30
- Asset management companies for estates in Englewood30
- Asset management companies for estates in Fort Wayne30
- Asset management companies for estates in Reno30
- Asset management companies for estates in The Woodlands30
- Asset management companies for estates in Woodbury30
- Asset management companies for estates in Carmel29
- Asset management companies for estates in Milwaukee29
- Asset management companies for estates in West Chester29
- Asset management companies for estates in Arlington28
- Asset management companies for estates in Princeton28
- Asset management companies for estates in Rockville28
- Asset management companies for estates in Wayne28
- Asset management companies for estates in Marietta27
- Asset management companies for estates in Northbrook27
- Asset management companies for estates in Portsmouth27
- Asset management companies for estates in Sacramento27
- Asset management companies for estates in Westlake27
- Asset management companies for estates in Alexandria26
- Asset management companies for estates in Carlsbad26
- Asset management companies for estates in Clearwater26
- Asset management companies for estates in Concord26
- Asset management companies for estates in Providence26
- Asset management companies for estates in Burlington25
- Asset management companies for estates in Edina25
- Asset management companies for estates in Fairfield25
- Asset management companies for estates in Jupiter25
- Asset management companies for estates in San Ramon25
- Asset management companies for estates in West Palm Beach25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management companies for estates, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management companies for estates are there based in Melville, United States?
RevenueBase identified 40 asset management companies for estates headquartered in Melville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Herold & Lantern Investments, headquartered in Melville, tops this list with the largest team on record.
Which city in the United States has the most asset management companies for estates?
New York leads the United States with 560 headquartered companies, followed by Atlanta (250) and Houston (242). Melville has 40.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 131 verified decision-maker contacts tracked across these 40 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 asset management companies for estates based in Melville, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management companies for estates by geography
- Asset management companies for estates based in Buenos Aires, Argentina
- Asset management companies for estates based in Adelaide, Australia
- Asset management companies for estates based in Brisbane, Australia
- Asset management companies for estates based in Melbourne, Australia
- Asset management companies for estates based in North Sydney, Australia
- Asset management companies for estates based in Perth, Australia
- Asset management companies for estates based in Sydney, Australia
- Asset management companies for estates based in Vienna, Austria
- Asset management companies for estates based in Belo Horizonte, Brazil
- Asset management companies for estates based in Curitiba, Brazil
- Asset management companies for estates based in Porto Alegre, Brazil
- Asset management companies for estates based in Rio De Janeiro, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management companies for estates based in Buenos Aires, Argentina
- Asset management companies for estates based in Adelaide, Australia
- Asset management companies for estates based in Brisbane, Australia
- Asset management companies for estates based in Melbourne, Australia
- Asset management companies for estates based in North Sydney, Australia
- Asset management companies for estates based in Perth, Australia