Company lists · Data refreshed September 2026

Top 24 Holistic financial advisors based in Melville, United States

Name: Holistic financial advisors based in Melville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 45 companies tracked

RevenueBase identified 45 holistic financial advisors headquartered in Melville, United States as of September 2026 and tracks 318 professional contacts across them, including 133 with verified work emails. New York is the largest hub.

This list covers holistic financial advisors 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 20, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

45Companies

318Contacts tracked

133Verified emails

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The 24 largest holistic financial advisors based in Melville, United States

Ranked by team size

Top 24 of 45 holistic financial advisors based in Melville, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Herold & Lantern Investments	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Partial 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 20, 2026
2	Palmetto, Mollo, Molinaro & Passarello, LLP	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Palmetto, Mollo, Molinaro & Passarello, LLP is an accounting, audit and business management firm with offices in New York City and Long Island.” Source: RevenueBase Database · checked Sep 20, 2026
3	North Ridge Wealth Planning	Strong evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	51-200	19 contacts →
	Strong 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 20, 2026
4	Frisch Financial Group	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
5	Strategic Planning Associates	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Thank you for visiting Strategic Planning Associates!” Source: RevenueBase Database · checked Sep 20, 2026
6	JJ Burns & Company	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “At JJ Burns & Company, we’re more than just wealth managers.” Source: RevenueBase Database · checked Sep 20, 2026
7	APS Pension And Financial Services	Strong evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Strong 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 20, 2026
8	Aline Wealth	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect 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 20, 2026
9	Noblestone Capital	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “It's simple: We offer smart, calculated opportunities to build your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
10	Imperity Advisors	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “At Imperity, your future is our purpose.” Source: RevenueBase Database · checked Sep 20, 2026
11	Professional Wealth Associates	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial 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 20, 2026
12	Landmark Wealth Management, LLC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Landmark Wealth Management LLC is an independent "Fee Only" U.S.” Source: RevenueBase Database · checked Sep 20, 2026
13	GM Advisory Group	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “We advise.” Source: RevenueBase Database · checked Sep 20, 2026
14	Compass Advisors	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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 20, 2026
15	Q6 Group LLC	Strong evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
16	Hochheiser, Deutsch And Company, INC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
17	Brookbridge Private Wealth	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
18	Equinox Financial Partners, LLC	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Source: RevenueBase Database · checked Sep 20, 2026
19	Clientfirst Strategy, INC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
20	Klein Wealth Management At Hightower	Indirect evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect 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 20, 2026
21	Premier Asset Solutions, INC	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
22	Zambri Financial Powered By LPL Financial	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
23	Insignis Financial Group LLC	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial 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 20, 2026
24	Lenzo Wealth Management	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026

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: holistic financial advisors. 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 holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. 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 24 of 45 holistic financial advisors based in Melville, United States

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Holistic financial advisors based in Melville, United States at a glance

As of Sep 20, 2026

41.8%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

875.6%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 45 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 holistic financial advisors, 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 “holistic financial advisors”. 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 holistic financial advisors), 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 holistic financial advisors, 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, 133 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 20, 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.

Holistic financial advisors by metro in the United States

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 holistic financial advisors, 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 holistic financial advisors are there based in Melville, United States?

RevenueBase identified 45 holistic financial advisors 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 has the most holistic financial advisors?

New York leads with 394 headquartered companies, followed by Atlanta (247) and Houston (240).

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 133 verified decision-maker contacts tracked across these 45 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 20, 2026.

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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.