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Financial Advisors in Central Islip, NY: 2026 rankings

305 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Central Islip: Shore Funding Solutions, RFA Score 75/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 7

    Most-reviewed: Island Federal Credit Union, 367 Google reviews at 4.9★, the most of 305 ranked after Shore Funding Solutions; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

305 Central Islip financial advisors are ranked here by RFA Score, from eight published factors. 92 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.9★ across 305 rated firms.

Top 10 financial advisors in Central Islip at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Central Islip at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions754.8★ (1,954)Melville, 11 mi awayEveningsTop score
2James F Sutton Agency Ltd734.9★ (161)East Islip, 4 mi awaySat—
3Henry Pimentel: Primerica - Financial Services734.9★ (137)Hauppauge, 3 mi away——
4SMG ABA LLC734.8★ (130)Bohemia, 2 mi away——
5Mitlin Financial, Inc.725.0★ (62)Hauppauge, 3 mi away——
6Lehmann Insurance Plainview714.9★ (248)Plainview, 14 mi away——
7Island Federal Credit Union714.9★ (367)Bellmore, 19 mi awaySatMost reviews
8Davidov Law Group705.0★ (351)Garden City, 23 mi away——
9Island Federal Credit Union704.9★ (204)Hicksville, 17 mi awaySat—
10magii inc.704.9★ (33)Hauppauge, 2 mi away——

All 305 financial advisors in Central Islip, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Central Islip

    #1 Shore Funding Solutions

    Based in Melville, 11 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 1,954 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 1,954 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Huntington Quadrangle Ste 1N15, Melville, NY 11747
    View profile for Shore Funding Solutions(800) 980-0472

  2. #2 James F Sutton Agency Ltd

    Based in East Islip, 4 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 161 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    143-149 E Main St, East Islip, NY 11730
    View profile for James F Sutton Agency Ltd(631) 581-7978

  4. #4 SMG ABA LLC

    Based in Bohemia, 2 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Thu 8:45 AM–5:30 PM · Fri 8:45 AM–1:30 PM · Sat–Sun closed
    Address
    300 Corporate Plaza, Islandia, NY 11749
    View profile for SMG ABA LLC(631) 481-8600

  5. #5 Mitlin Financial, Inc.

    Based in Hauppauge, 3 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    140 Adams Ave # B12, Hauppauge, NY 11788
    View profile for Mitlin Financial, Inc.(631) 952-4466

  7. #7 Island Federal Credit Union

    Based in Bellmore, 19 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 367 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 367 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    2752 Sunrise Hwy, Bellmore, NY 11710
    View profile for Island Federal Credit Union(631) 851-1100

  8. #8 Davidov Law Group

    Based in Garden City, 23 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
    View profile for Davidov Law Group(516) 440-5781

  9. #9 Island Federal Credit Union

    Based in Hicksville, 17 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 204 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 204 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    85 E Old Country Rd, Hicksville, NY 11801
    View profile for Island Federal Credit Union(631) 851-1100

  10. #10 magii inc.

    Based in Hauppauge, 2 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    490 Wheeler Rd #265, Hauppauge, NY 11788
    View profile for magii inc.(631) 434-8200

  11. #11 Bankers Life

    Based in Hauppauge, 2 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.7★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1393 Veterans Memorial Hwy Ste 100-s, Hauppauge, NY 11788
    View profile for Bankers Life(631) 521-2200

  12. #12 Weisman & Co., CPA's

    Based in Hauppauge, 2 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788
    View profile for Weisman & Co., CPA's(631) 675-0711

  13. #13 Steven Silber, CFP , CLTC

    Based in Huntington, 13 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    349 Main St, Huntington, NY 11743
    View profile for Steven Silber, CFP , CLTC(631) 319-8655

  16. #16 Premier Financial Network

    Based in Commack, 5 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–12 PM · Sun closed
    Address
    35 Crooked Hill Rd Ste 201, Commack, NY 11725
    View profile for Premier Financial Network(631) 629-2159

  18. #18 IBA Business Solutions

    Based in Hicksville, 17 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Duffy Ave Ste 510, Hicksville, NY 11801
    View profile for IBA Business Solutions(888) 421-5423

  22. #22 R.W. Rogé & Company

    Based in Bohemia, 5 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Corporate Dr Suite 101, Bohemia, NY 11716
    View profile for R.W. Rogé & Company(631) 218-0077

  24. #24 CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial

    Based in Huntington, 8 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1772 E Jericho Tpke #1a, Huntington, NY 11743
    View profile for CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial(516) 717-1884

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 305 ranked financial advisors here; the rest are on their profiles.

financial advisors in Central Islip, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26AdvancedFolio Capital Management684.9★ (33)10 mi
27CDP Payments685.0★ (17)5 mi
28Savant Wealth Management685.0★ (33)11 mi
29Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management685.0★ (68)19 mi
30Revolution Financial Management NY685.0★ (10)2 mi
31Comprehensive Financial685.0★ (13)4 mi
32DeFreitas & Minsky LLP | CPA684.9★ (34)11 mi
33Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor675.0★ (29)12 mi
34Attitude Financial Advisors, Inc675.0★ (37)14 mi
35Rogg & Kejriwal LLP675.0★ (80)21 mi
36Prudential - Three Village Financial675.0★ (28)11 mi
37Opal Wealth Advisors675.0★ (53)18 mi
38Apple Bank674.7★ (13)3 mi
39Landmark Wealth Management, LLC.675.0★ (25)11 mi
40Rockline Wealth Management675.0★ (10)3 mi
41Apple Bank674.7★ (30)10 mi
42Zimnoch Financial Group675.0★ (27)13 mi
43Hendel Wealth Management Group674.9★ (10)4 mi
44Bank of America Financial Center673.7★ (93)In Central Islip
45Maribel E Pena Hernandez: Primerica - Financial Services675.0★ (7)3 mi
46Marie P Wilson: Primerica - Financial Services675.0★ (25)13 mi
47Shelton Tax & Accounting675.0★ (8)4 mi
48Sprout Lending674.7★ (37)13 mi
49Personalized Wealth Management675.0★ (9)5 mi
50FACTS PRO675.0★ (26)14 mi

Also serving Central Islip

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Central Islip
BusinessGoogle ratingDistance
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (2)2 mi
Ameriprise Financial: Matarazzo Jr ArthurIn Central Islip
Atlas Benefits Advisor5.0★ (2)2 mi
Castle Asset Management5.0★ (2)3 mi
Clear Point Advisors Inc.2.0★ (2)12 mi
Draper Asset Management LLC5.0★ (2)4 mi
Girard Wealth Management Group3.0★ (2)9 mi
Great South Bay Advisors3.0★ (2)6 mi
James Thomas Quinn: Primerica - Financial Services5.0★ (2)6 mi
Joseph F. Eaton CPA PC3.0★ (2)11 mi
Lincoln Investment5.0★ (2)3 mi
Linda Anne Springer: Primerica - Financial Services5.0★ (2)2 mi
Merrill Lynch Financial Advisor Gerald Slattery5.0★ (2)4 mi
Murphy Mullick Capital Management5.0★ (2)4 mi
Paragon Financial Group5.0★ (2)6 mi
Twin Harbors Private Wealth3.0★ (2)11 mi
We Plan We Achieve LLC5.0★ (2)8 mi
Wells Fargo Advisors Financial Network3.0★ (2)11 mi
Yolene Justafort: Primerica - Financial Services5.0★ (2)In Central Islip
Yorkshire Capital ManagementIn Central Islip

How we ranked Central Islip financial advisors

We scored 305 Central Islip financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Central Islip data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Central Islip: frequently asked questions

Which financial advisor has the highest RFA Score in Central Islip?

By RFA Score, the highest-ranked financial advisor in Central Islip, NY is Shore Funding Solutions with an RFA Score of 75/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. James F Sutton Agency Ltd (#2) and Henry Pimentel: Primerica - Financial Services (#3) follow. We ranked 305 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Central Islip?

RankedFinancialAdvisors ranks 305 financial advisors serving Central Islip, NY. 1 of them is based in Central Islip; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Central Islip work on weekends?

92 of 305 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are James F Sutton Agency Ltd (#2), Island Federal Credit Union (#7) and Island Federal Credit Union (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Central Islip financial advisors have?

The median Google rating among 305 rated financial advisors in Central Islip is 4.9★, with a median of 10 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Central Islip count in this ranking?

Yes, if they are within 25 mi of the Central Islip city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Central Islip ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Central Islip a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Central Islip

  1. November 2026: RFA Scores recalculated for 305 financial advisors serving Central Islip.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Central Islip pages