Company lists · Data refreshed September 2026

Top 14 Specialist investment managers based in Melville, United States

Name: Specialist investment managers based in Melville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 26 companies tracked

RevenueBase identified 26 company matches for specialist investment managers associated with Melville, United States as of September 2026 and tracks 196 professional contacts across them, including 62 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Melville has 26.

This list covers company matches for specialist investment managers associated with Melville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 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 RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

26Companies

196Contacts tracked

62Verified emails

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The 14 largest specialist investment managers based in Melville, United States

Ranked by team size

Top 14 of 26 company matches for specialist investment managers based in Melville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Herold & Lantern Investments	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	51-200	41 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	JJ Burns & Company	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “At JJ Burns & Company, we’re more than just wealth managers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	APS Pension And Financial Services	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	13 contacts →
	Exact match “As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Aline Wealth	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Noblestone Capital	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “It's simple: We offer smart, calculated opportunities to build your wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Imperity Advisors	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “At Imperity, your future is our purpose.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Hochheiser, Deutsch And Company, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	SHG Planning, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Clientfirst Strategy, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “This is a firm that was conceived and built around serving the best interests of its clients, hence, the name ClientFirst Strategy, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Klein Wealth Management At Hightower	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “As a recognized authority (CFA®, CFP®, published author) in the areas of security analysis, investment management, and philanthropic services, Klein Wealth Management puts its…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Premier Asset Solutions, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Excelsior Management	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Excelsior Management(*) is an alternative investment management firm specializing in hedge fund manager selection and portfolio construction.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Thinkshop Advisors LLC	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Thinkshop Advisors LLC is an investment management company founded in 2014.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Lenzo Wealth Management	Exact match	Melville, NY, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “specialist investment managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 14 of 26 specialist investment managers based in Melville, United States

See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Specialist investment managers based in Melville, United States at a glance

As of Sep 22, 2026

31.6%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Melville, United States whose business descriptions match “specialist investment managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 62 professional contacts with verified work emails across the full matched dataset. 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 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Specialist investment managers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 26 company matches for specialist investment managers associated with Melville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Herold & Lantern Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Melville has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 62 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 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.