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Financial Advisors in West Islip, NY: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in West Islip: Shore Funding Solutions, RFA Score 76/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 50

    Most-reviewed: Familia Motor Group, 870 Google reviews at 5.0★, the most of 354 ranked after Shore Funding Solutions; ranked #50.

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

354 West Islip financial advisors are ranked here by RFA Score, from eight published factors. 112 open Saturdays and 18 open Sundays, based on posted hours. The median Google rating is 4.9★ across 354 rated firms.

Top 10 financial advisors in West 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 West Islip at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions764.8★ (1,954)Melville, 7 mi awayEveningsTop score
2Island Federal Credit Union734.9★ (367)Bellmore, 12 mi awaySat—
3James F Sutton Agency Ltd724.9★ (161)East Islip, 7 mi awaySat—
4Lehmann Insurance Plainview724.9★ (248)Plainview, 11 mi away——
5Davidov Law Group725.0★ (351)Garden City, 17 mi away——
6Henry Pimentel: Primerica - Financial Services724.9★ (137)Hauppauge, 8 mi away——
7Island Federal Credit Union724.9★ (204)Hicksville, 12 mi awaySat—
8Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual705.0★ (70)Melville, 8 mi awaySat · Evenings—
9SMG ABA LLC704.8★ (130)Bohemia, 10 mi away——
10IBA Business Solutions705.0★ (104)Hicksville, 12 mi awayEvenings—

All 354 financial advisors in West 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 West Islip

    #1 Shore Funding Solutions

    Based in Melville, 7 mi away

    76/100RFA 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 Island Federal Credit Union

    Based in Bellmore, 12 mi away

    73/100RFA Score

    Ranked #2 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

  3. #3 James F Sutton Agency Ltd

    Based in East Islip, 7 mi away

    72/100RFA Score

    Ranked #3 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

  5. #5 Davidov Law Group

    Based in Garden City, 17 mi away

    72/100RFA Score

    Ranked #5 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

  7. #7 Island Federal Credit Union

    Based in Hicksville, 12 mi away

    72/100RFA Score

    Ranked #7 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

  9. #9 SMG ABA LLC

    Based in Bohemia, 10 mi away

    70/100RFA Score

    Ranked #9 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

  10. #10 IBA Business Solutions

    Based in Hicksville, 12 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 Mitlin Financial, Inc.

    Based in Hauppauge, 8 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 Steven Silber, CFP , CLTC

    Based in Huntington, 13 mi away

    70/100RFA Score

    Ranked #12 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

  15. #15 Apple Bank

    Based in Babylon, 2 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.7★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8 Little East Neck Rd, Babylon, NY 11702
    View profile for Apple Bank(631) 587-4222

  16. #16 Rogg & Kejriwal LLP

    Based in Westbury, 16 mi away

    69/100RFA Score

    Ranked #16 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

  22. #22 Premier Financial Network

    Based in Commack, 8 mi away

    68/100RFA Score

    Ranked #22 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

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

    Based in Hauppauge, 8 mi away

    68/100RFA 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

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

financial advisors in West Islip, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sprout Lending684.7★ (37)6 mi
27Opal Wealth Advisors685.0★ (53)14 mi
28Hector Dominguez: Primerica - Financial Services685.0★ (21)5 mi
29magii inc.684.9★ (33)9 mi
30United Financial Planning Group LLC684.9★ (30)8 mi
31Total Solutions Financing684.9★ (50)13 mi
32Bankers Life684.7★ (46)10 mi
33Barnum Financial Group685.0★ (12)1 mi
34Landmark Wealth Management, LLC.685.0★ (25)8 mi
35CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial675.0★ (24)9 mi
36Trading Academy Long Island674.3★ (49)7 mi
37Heritage Financial Advisory675.0★ (29)12 mi
38Siena Wealth Advisory Group - Ameriprise Financial Services, LLC674.8★ (24)8 mi
39Pro Funding Options675.0★ (7)In West Islip
40DeFreitas & Minsky LLP | CPA674.9★ (34)13 mi
41Northwestern Mutual Wealth Management Company - Marc Eisenshtat675.0★ (15)7 mi
42IPX1031: Ryan Vassar, Esq.675.0★ (35)15 mi
43Paul Catanzarite: Primerica - Financial Services674.8★ (17)6 mi
44Comprehensive Financial665.0★ (13)6 mi
45LG Planning Group664.8★ (18)8 mi
46Weintraub, Traub, Tracy & Virk CPAs LLP664.9★ (42)16 mi
47Geneva Capital Management665.0★ (19)10 mi
48MCINTOSH TAX AND ASSET MANAGEMENT GROUP665.0★ (15)8 mi
49Terrence Fenton | Financial Planner @ Prudential665.0★ (14)8 mi
50Familia Motor Group665.0★ (870)8 mi

Also serving West 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 West Islip
BusinessGoogle ratingDistance
A G Morgan Financial LLC3.0★ (2)8 mi
Atlas Benefits Advisor5.0★ (2)8 mi
Castle Asset Management5.0★ (2)8 mi
Clear Point Advisors Inc.2.0★ (2)8 mi
Frisch Financial Group - Melville5.0★ (2)8 mi
Geller Private Wealth &Partners5.0★ (2)8 mi
Lighthouse Financial Network, LLC5.0★ (2)7 mi
Linda Anne Springer: Primerica - Financial Services5.0★ (2)8 mi
Matthew Donnino - Prudential Financial5.0★ (2)7 mi
Merrill Lynch Financial Advisor Jeffrey ScharpfIn West Islip
Merrill Lynch Financial Advisor Patricia A MorrisseyIn West Islip
Merrill Lynch Financial Advisor Stefano AiroIn West Islip
Merrill Lynch Financial Advisor Thomas RiedyIn West Islip
Merrill Lynch Wealth ManagementIn West Islip
North Shore Wealth Management Group, LLC5.0★ (2)8 mi
Raymond James Financial Services5.0★ (2)7 mi
The CLP GroupIn West Islip
Voya Financial Advisors, Inc.1.0★ (2)8 mi
Wells Fargo Advisors Financial Network3.0★ (2)8 mi
Yolene Justafort: Primerica - Financial Services5.0★ (2)8 mi

How we ranked West Islip financial advisors

We scored 354 West 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 West 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 West Islip: frequently asked questions

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

By RFA Score, the highest-ranked financial advisor in West Islip, NY is Shore Funding Solutions with an RFA Score of 76/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. Island Federal Credit Union (#2) and James F Sutton Agency Ltd (#3) follow. We ranked 354 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in West Islip?

RankedFinancialAdvisors ranks 354 financial advisors serving West Islip, NY. 1 of them is based in West 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 West Islip work on weekends?

112 of 354 ranked financial advisors post Saturday hours and 18 post Sunday hours. The highest-ranked open Saturdays are Island Federal Credit Union (#2), James F Sutton Agency Ltd (#3) and Island Federal Credit Union (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Islip financial advisors have?

The median Google rating among 354 rated financial advisors in West Islip is 4.9★, 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 West Islip count in this ranking?

Yes, if they are within 25 mi of the West 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 West 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 West 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 West Islip

  1. November 2026: RFA Scores recalculated for 354 financial advisors serving West Islip.
  2. November 2026: 16 duplicate listings merged.

More financial advisors and West Islip pages