Company lists · Data refreshed September 2026

Top 17 Investment firms based in Melville, United States

RevenueBase identified 33 investment firms headquartered in Melville, United States as of September 2026 and tracks 418 professional contacts across them, including 174 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
33Companies
418Contacts tracked
174Verified emails
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The 17 largest investment firms based in Melville, United States

Ranked by team size
Top 17 of 33 investment firms based in Melville, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
The Wealth AllianceStrong evidence
Melville, NY, United StatesHQ checked Sep 4, 202611-5024

“The Wealth Alliance is a registered investment advisor.”

Source: company website · checked Sep 4, 2026
2
North Ridge Wealth PlanningIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 202651-20019

“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: company website · checked Sep 4, 2026
3Melville, NY, United StatesHQ checked Sep 4, 202611-5017

“American Veterans Group, PBC is a military veteran-owned, social impact-focused broker dealer, operating with the goal of aiding both our institutional clients and the military…”

Source: company website · checked Sep 4, 2026
4
JJ Burns & CompanyIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 202611-5014

“At JJ Burns & Company, we’re more than just wealth managers.”

Source: company website · checked Sep 4, 2026
5Melville, NY, United StatesHQ checked Sep 4, 20261-1013

“As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice.”

Source: company website · checked Sep 4, 2026
6
Noblestone CapitalIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 20261-106

“It's simple: We offer smart, calculated opportunities to build your wealth.”

Source: company website · checked Sep 4, 2026
7Melville, NY, United StatesHQ checked Sep 4, 20261-106

“Heller Wealth Management is now part of Savant Wealth Management.”

Source: company website · checked Sep 4, 2026
8Melville, NY, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
9
Compass AdvisorsIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 20261-104

“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: company website · checked Sep 4, 2026
10Melville, NY, United StatesHQ checked Sep 4, 20261-102

“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: company website · checked Sep 4, 2026
11
Q6 Group LLCIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 20261-102

“Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.”

Source: company website · checked Sep 4, 2026
12
Clientfirst Strategy, INCIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 20261-102

“This is a firm that was conceived and built around serving the best interests of its clients, hence, the name ClientFirst Strategy, Inc.”

Source: company website · checked Sep 4, 2026
13Melville, NY, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
14
Lenzo Wealth ManagementIndirect evidence
Melville, NY, United StatesHQ checked Sep 4, 20261-101

“Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.”

Source: company website · checked Sep 4, 2026
15Melville, NY, United StatesHQ checked Sep 4, 20261-101

“Insignis Financial Group LLC is a company based out of 200 Broadhollow Rd Ste 405, Melville, New York, United States.”

Source: company website · checked Sep 4, 2026
16Melville, NY, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
17Melville, NY, United StatesHQ checked Sep 4, 20261-101

“Whether you're contemplating retirement planning, estate planning, investment strategies, or any other financial service, the first step is key.”

Source: company website · checked Sep 4, 2026

Showing 17 of 33 investment firms based in Melville, United States

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Investment firms based in Melville, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
21
11-50
8
51-200
4

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Melville, over 33 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 174 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Melville, United States?

RevenueBase identified 33 investment firms 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?

The Wealth Alliance, headquartered in Melville, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 174 verified decision-maker contacts tracked across these 33 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 4, 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 SmartSearch, 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.