Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Melville, United States

Name: Retirement plan 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 21, 2026 50 companies tracked

RevenueBase identified 50 retirement plan advisors headquartered in Melville, United States as of September 2026 and tracks 425 professional contacts across them, including 206 with verified work emails. New York is the largest hub.

This list covers retirement plan 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 21, 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 21, 2026 86% judged on-target in blind review

50Companies

425Contacts tracked

206Verified emails

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The 25 largest retirement plan advisors based in Melville, United States

Ranked by team size

Top 25 of 50 retirement plan advisors based in Melville, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan 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	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	51-200	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 21, 2026
2	Dipaola Financial Group	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
3	ERP Retirement Services	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	33 contacts →
	Partial evidence “ERP Retirement Services is an actuarial and retirement consulting firm that offers consulting and administrative services with a focus on small and mid-size businesses and…” Source: RevenueBase Database · checked Sep 21, 2026
4	Associated Pension Consultants, A Strongpoint Partner	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	32 contacts →
	Partial evidence “Associated Pension Consultants, Inc.(APC) is a full service employee pension and benefits consulting firm providing design and administration services for qualified retirement…” Source: RevenueBase Database · checked Sep 21, 2026
5	The Wealth Alliance	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	25 contacts →
	Partial evidence “The Wealth Alliance is a registered investment advisor.” Source: RevenueBase Database · checked Sep 21, 2026
6	North Ridge Wealth Planning	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	51-200	19 contacts →
	Partial 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 21, 2026
7	Frisch Financial Group	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect 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 21, 2026
8	Strategic Planning Associates	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “Thank you for visiting Strategic Planning Associates!” Source: RevenueBase Database · checked Sep 21, 2026
9	United Benefit Pensions, A Strongpoint Partner	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	15 contacts →
	Partial evidence “Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement…” Source: RevenueBase Database · checked Sep 21, 2026
10	JJ Burns & Company	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “At JJ Burns & Company, we’re more than just wealth managers.” Source: RevenueBase Database · checked Sep 21, 2026
11	Dayton And Sydney	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	14 contacts →
	Partial evidence “Dayton & Sydney Wealth Strategies Group is a financial advisory company built on a legacy of hard work and customer service.” Source: RevenueBase Database · checked Sep 21, 2026
12	APS Pension And Financial Services	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	13 contacts →
	Partial 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 21, 2026
13	Aline Wealth	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	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 21, 2026
14	Noblestone Capital	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “It's simple: We offer smart, calculated opportunities to build your wealth.” Source: RevenueBase Database · checked Sep 21, 2026
15	Imperity Advisors	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	6 contacts →
	Indirect evidence “At Imperity, your future is our purpose.” Source: RevenueBase Database · checked Sep 21, 2026
16	Professional Wealth Associates	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	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 21, 2026
17	GM Advisory Group	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	11-50	5 contacts →
	Indirect evidence “We advise.” Source: RevenueBase Database · checked Sep 21, 2026
18	Compass Advisors	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 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 21, 2026
19	Q6 Group LLC	Partial evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 21, 2026
20	Hochheiser, Deutsch And Company, INC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 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 21, 2026
21	Equinox Financial Partners, LLC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	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 21, 2026
22	Clientfirst Strategy, INC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 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 21, 2026
23	Klein Wealth Management At Hightower	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 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 21, 2026
24	Premier Asset Solutions, INC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	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 21, 2026
25	Ocampo Financial Strategies, LLC	Indirect evidence	Melville, NY, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Maria I.” Source: RevenueBase Database · checked Sep 21, 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: retirement plan 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 retirement plan advisors.
Partial evidence: Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement plan 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 25 of 50 retirement plan advisors based in Melville, United States

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Retirement plan advisors based in Melville, United States at a glance

As of Sep 21, 2026

48.5%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

796.0%Largest-city concentration · New York

Sep 21, 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 50 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 retirement plan 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 “retirement plan 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 retirement plan 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 retirement plan 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, 206 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 21, 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.

Retirement plan 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 retirement plan 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 retirement plan advisors are there based in Melville, United States?

RevenueBase identified 50 retirement plan 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 retirement plan advisors?

New York leads with 398 headquartered companies, followed by Houston (260) and Atlanta (253).

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 206 verified decision-maker contacts tracked across these 50 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 21, 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.