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Financial Advisors in Elwood, NY: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Elwood: Shore Funding Solutions, RFA Score 77/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 5

    Most-reviewed: Island Federal Credit Union, 367 Google reviews at 4.9★, the most of 445 ranked after Shore Funding Solutions; ranked #5.

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

445 Elwood financial advisors are ranked here by RFA Score, from eight published factors. 135 open Saturdays and 21 open Sundays, based on posted hours. The median Google rating is 4.8★ across 445 rated firms.

Top 10 financial advisors in Elwood 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 Elwood at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions774.8★ (1,954)Melville, 7 mi awayEveningsTop score
2Lehmann Insurance Plainview734.9★ (248)Plainview, 8 mi away——
3Henry Pimentel: Primerica - Financial Services724.9★ (137)Hauppauge, 5 mi away——
4Davidov Law Group725.0★ (351)Garden City, 18 mi away——
5Island Federal Credit Union724.9★ (367)Bellmore, 16 mi awaySatMost reviews
6Island Federal Credit Union724.9★ (204)Hicksville, 11 mi awaySat—
7Steven Silber, CFP , CLTC724.9★ (109)Huntington, 5 mi awaySat—
8James F Sutton Agency Ltd714.9★ (161)East Islip, 11 mi awaySat—
9Mitlin Financial, Inc.715.0★ (62)Hauppauge, 5 mi away——
10Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual715.0★ (70)Melville, 6 mi awaySat · Evenings—

All 445 financial advisors in Elwood, 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 Elwood

    #1 Shore Funding Solutions

    Based in Melville, 7 mi away

    77/100RFA 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

  4. #4 Davidov Law Group

    Based in Garden City, 18 mi away

    72/100RFA Score

    Ranked #4 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

  5. #5 Island Federal Credit Union

    Based in Bellmore, 16 mi away

    72/100RFA Score

    Ranked #5 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

  6. #6 Island Federal Credit Union

    Based in Hicksville, 11 mi away

    72/100RFA Score

    Ranked #6 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

  7. #7 Steven Silber, CFP , CLTC

    Based in Huntington, 5 mi away

    72/100RFA Score

    Ranked #7 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

  8. #8 James F Sutton Agency Ltd

    Based in East Islip, 11 mi away

    71/100RFA Score

    Ranked #8 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

  9. #9 Mitlin Financial, Inc.

    Based in Hauppauge, 5 mi away

    71/100RFA Score

    Ranked #9 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

  11. #11 SMG ABA LLC

    Based in Bohemia, 9 mi away

    71/100RFA Score

    Ranked #11 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

  12. #12 IBA Business Solutions

    Based in Hicksville, 12 mi away

    70/100RFA Score

    Ranked #12 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

  14. #14 CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial

    Based in Huntington, 1 mi away

    69/100RFA Score

    Ranked #14 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

  15. #15 Premier Financial Network

    Based in Commack, 3 mi away

    69/100RFA Score

    Ranked #15 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

  22. #22 Rogg & Kejriwal LLP

    Based in Westbury, 16 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    208 Stonehinge Ln, Carle Place, NY 11514
    View profile for Rogg & Kejriwal LLP(516) 338-6884

  23. #23 Weisman & Co., CPA's

    Based in Hauppauge, 6 mi away

    69/100RFA Score

    Ranked #23 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

  24. #24 Opal Wealth Advisors

    Based in Jericho, 12 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Jericho Plaza #208, Jericho, NY 11753
    View profile for Opal Wealth Advisors(516) 388-7980

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 445 ranked financial advisors here; the rest are on their profiles.

financial advisors in Elwood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor685.0★ (29)6 mi
27magii inc.684.9★ (33)6 mi
28Wealth Enhancement Group685.0★ (25)6 mi
29Landmark Wealth Management, LLC.685.0★ (25)6 mi
30Bankers Life684.7★ (46)8 mi
31Weintraub, Traub, Tracy & Virk CPAs LLP684.9★ (42)10 mi
32Heritage Financial Advisory685.0★ (29)8 mi
33Bankers Conseco Life Insurance Company684.9★ (154)24 mi
34Siena Wealth Advisory Group - Ameriprise Financial Services, LLC674.8★ (24)6 mi
35Trading Academy Long Island674.3★ (49)6 mi
36Sprout Lending674.7★ (37)11 mi
37Geneva Capital Management675.0★ (19)8 mi
38MCINTOSH TAX AND ASSET MANAGEMENT GROUP675.0★ (15)6 mi
39Zimnoch Financial Group675.0★ (27)12 mi
40LG Planning Group674.8★ (18)7 mi
41SMB Compass674.9★ (73)21 mi
42AdvancedFolio Capital Management674.9★ (33)13 mi
43Flynn Financial Partners, Ltd.675.0★ (81)24 mi
44IPX1031: Ryan Vassar, Esq.675.0★ (35)15 mi
45Terrence Fenton | Financial Planner @ Prudential665.0★ (14)7 mi
46Apple Bank664.7★ (30)11 mi
47CDP Payments665.0★ (17)9 mi
48Prudential - Three Village Financial665.0★ (28)14 mi
49Curry Financial Group, Inc. - Matthew Curry, CFP®, ChFC®, CLU®665.0★ (11)5 mi
50Marie P Wilson: Primerica - Financial Services665.0★ (25)13 mi

Also serving Elwood

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 Elwood
BusinessGoogle ratingDistance
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (2)8 mi
Atlas Benefits Advisor5.0★ (2)6 mi
Castle Asset Management5.0★ (2)5 mi
Charter Oak Financial - Melville, NY5.0★ (2)7 mi
Clear Point Advisors Inc.2.0★ (2)7 mi
Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward Jones - Financial Advisor: Vincent E Sama, AAMS®|CRPC™5.0★ (2)5 mi
Frisch Financial Group - Melville5.0★ (2)7 mi
Geller Private Wealth &Partners5.0★ (2)7 mi
Joseph F. Eaton CPA PC3.0★ (2)4 mi
Lighthouse Financial Network, LLC5.0★ (2)7 mi
Lincoln Investment5.0★ (2)5 mi
Linda Anne Springer: Primerica - Financial Services5.0★ (2)6 mi
Matthew Donnino - Prudential Financial5.0★ (2)7 mi
Merrill Lynch Financial Advisor Gerald Slattery5.0★ (2)8 mi
Murphy Mullick Capital Management5.0★ (2)7 mi
Rational Funds3.0★ (2)5 mi
Twin Harbors Private Wealth3.0★ (2)6 mi
Voya Financial Advisors, Inc.1.0★ (2)7 mi
Wells Fargo Advisors Financial Network3.0★ (2)6 mi

How we ranked Elwood financial advisors

We scored 445 Elwood 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 Elwood 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 Elwood: frequently asked questions

Which financial advisor has the highest RFA Score in Elwood?

By RFA Score, the highest-ranked financial advisor in Elwood, NY is Shore Funding Solutions with an RFA Score of 77/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. Lehmann Insurance Plainview (#2) and Henry Pimentel: Primerica - Financial Services (#3) follow. We ranked 445 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Elwood?

RankedFinancialAdvisors ranks 445 financial advisors serving Elwood, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Elwood work on weekends?

135 of 445 ranked financial advisors post Saturday hours and 21 post Sunday hours. The highest-ranked open Saturdays are Island Federal Credit Union (#5), Island Federal Credit Union (#6) and Steven Silber, CFP , CLTC (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Elwood financial advisors have?

The median Google rating among 445 rated financial advisors in Elwood is 4.8★, with a median of 11 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 Elwood count in this ranking?

Yes, if they are within 25 mi of the Elwood 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 Elwood 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 Elwood 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 Elwood

  1. November 2026: RFA Scores recalculated for 445 financial advisors serving Elwood.
  2. November 2026: 16 duplicate listings merged.

More financial advisors and Elwood pages