Company lists · Data refreshed September 2026
Top 19 Investment firms based in Melville, United States
RevenueBase identified 32 investment firms headquartered in Melville, United States as of September 2026 and tracks 262 professional contacts across them, including 114 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Melville has 32.
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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 19 largest investment firms based in Melville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41 contacts → | ||||
Strong 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 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 25 contacts → | ||||
Strong evidence “The Wealth Alliance is a registered investment advisor.” Source: RevenueBase Database · checked Sep 14, 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 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Indirect evidence “At JJ Burns & Company, we’re more than just wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “It's simple: We offer smart, calculated opportunities to build your wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Heller Wealth Management is now part of Savant Wealth Management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect 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 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong 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 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong 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 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.” Source: RevenueBase Database · checked Sep 14, 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: investment firms. 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 investment firms.
- Partial evidence
- Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment firms. 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 19 of 32 investment firms based in Melville, United States
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Investment firms based in Melville, United States at a glance
As of Sep 14, 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 32 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 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 “investment firms”. 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 investment firms), 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 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 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, 114 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 14, 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
- Investment firms in New York996
- Investment firms in Chicago285
- Investment firms in Dallas281
- Investment firms in Atlanta238
- Investment firms in Houston217
- Investment firms in Miami202
- Investment firms in Boston199
- Investment firms in San Francisco191
- Investment firms in Los Angeles186
- Investment firms in Austin171
- Investment firms in San Diego150
- Investment firms in Charlotte138
- Investment firms in Denver128
- Investment firms in Scottsdale116
- Investment firms in Tampa114
- Investment firms in Newport Beach99
- Investment firms in Portland92
- Investment firms in Irvine87
- Investment firms in Minneapolis85
- Investment firms in Boca Raton84
- Investment firms in Cincinnati82
- Investment firms in Seattle79
- Investment firms in Indianapolis74
- Investment firms in Overland Park73
- Investment firms in Omaha71
- Investment firms in San Antonio71
- Investment firms in Birmingham67
- Investment firms in Las Vegas67
- Investment firms in Columbus66
- Investment firms in Phoenix66
- Investment firms in Pittsburgh64
- Investment firms in Raleigh64
- Investment firms in Richmond63
- Investment firms in Washington56
- Investment firms in Columbia55
- Investment firms in Naples55
- Investment firms in Philadelphia55
- Investment firms in Nashville53
- Investment firms in Greenville52
- Investment firms in Bellevue51
- Investment firms in Salt Lake City51
- Investment firms in Fort Worth50
- Investment firms in Grand Rapids50
- Investment firms in Greenwood Village49
- Investment firms in Memphis48
- Investment firms in Louisville47
- Investment firms in Rochester47
- Investment firms in Wilmington47
- Investment firms in Madison46
- Investment firms in Orlando46
- Investment firms in Pasadena46
- Investment firms in Sarasota46
- Investment firms in Colorado Springs45
- Investment firms in Stamford45
- Investment firms in Springfield44
- Investment firms in Fort Lauderdale43
- Investment firms in New York City43
- Investment firms in Lexington42
- Investment firms in Tulsa42
- Investment firms in Cleveland41
- Investment firms in Tucson41
- Investment firms in Plano40
- Investment firms in Troy40
- Investment firms in Jacksonville39
- Investment firms in Kansas City39
- Investment firms in Coral Gables38
- Investment firms in St Louis36
- Investment firms in Alpharetta35
- Investment firms in Bethesda35
- Investment firms in Lake Oswego34
- Investment firms in Walnut Creek34
- Investment firms in Brentwood33
- Investment firms in Oklahoma City33
- Investment firms in Baltimore32
- Investment firms in Baton Rouge32
- Investment firms in Charleston32
- Investment firms in Virginia Beach32
- Investment firms in Lincoln31
- Investment firms in Mclean31
- Investment firms in Palo Alto31
- Investment firms in Ann Arbor30
- Investment firms in Red Bank30
- Investment firms in Westport30
- Investment firms in Beverly Hills29
- Investment firms in Bloomfield Hills29
- Investment firms in Santa Monica29
- Investment firms in Westlake Village29
- Investment firms in Albuquerque28
- Investment firms in Boise28
- Investment firms in Carmel28
- Investment firms in Knoxville28
- Investment firms in Buffalo27
- Investment firms in Franklin27
- Investment firms in Honolulu27
- Investment firms in Jackson27
- Investment firms in Lafayette26
- Investment firms in Little Rock26
- Investment firms in Milwaukee26
- Investment firms in Pittsford26
- Investment firms in Reston26
- Investment firms in West Chester26
- Investment firms in West Des Moines26
- Investment firms in West Palm Beach26
- Investment firms in Bloomington25
- Investment firms in Plymouth25
- Investment firms in The Woodlands25
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 investment firms, 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 investment firms are there based in Melville, United States?
RevenueBase identified 32 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?
Herold & Lantern Investments, headquartered in Melville, tops this list with the largest team on record.
Which city in the United States has the most investment firms?
New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Melville has 32.
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 114 verified decision-maker contacts tracked across these 32 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 14, 2026.
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Investment firms by geography
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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.