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Financial Planners in Hempstead, NY: 2026 rankings

636 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hempstead: Davidov Law Group, RFA Score 75/100; 5.0★ from 351 Google reviews.

  2. 2

    Most-reviewed: Shore Funding Solutions, 1,954 Google reviews at 4.8★, the most of 636 ranked; ranked #2.

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

636 Hempstead financial planners are ranked here by RFA Score, from eight published factors. 279 open Saturdays and 40 open Sundays, based on posted hours. The median Google rating is 4.1★ across 636 rated firms.

Top 10 financial planners in Hempstead 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 planners in Hempstead at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Davidov Law Group755.0★ (351)Garden City, 2 mi away—Top score
2Shore Funding Solutions754.8★ (1,954)Melville, 12 mi awayEveningsMost reviews
3Island Federal Credit Union744.9★ (367)Bellmore, 6 mi awaySat—
4Island Federal Credit Union724.9★ (204)Hicksville, 7 mi awaySat—
5Lehmann Insurance Plainview724.9★ (248)Plainview, 10 mi away——
6Aspire Tax714.7★ (447)Forest Hills, 11 mi awaySat—
7J G TAX & PROFESSIONAL SERVICES, INC714.9★ (337)Baychester, 17 mi away——
8PREMIÉR ACCOUNTING, TAX & BUSINESS714.8★ (477)Brooklyn, 18 mi awaySat · Evenings—
9B & R Accountants CPA705.0★ (289)New York City, 19 mi awaySat—
10Rogg & Kejriwal LLP705.0★ (80)Westbury, 3 mi away——

All 636 financial planners in Hempstead, 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 Hempstead

    Based in Garden City, 2 mi away

    75/100RFA Score

    Ranked #1 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
  2. Based in Melville, 12 mi away

    75/100RFA Score

    Ranked #2 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
  3. Based in Bellmore, 6 mi away

    74/100RFA Score

    Ranked #3 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
  4. Based in Hicksville, 7 mi away

    72/100RFA Score

    Ranked #4 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
  5. Based in Forest Hills, 11 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 447 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 447 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–5 PM · Sun closed
    Address
    94-23 Lefferts Blvd, South Richmond Hill, NY 11419
  6. Based in New York City, 19 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
  7. Based in Westbury, 3 mi away

    70/100RFA Score

    Ranked #10 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
  8. Based in New York City, 19 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 904 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 904 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 W 45th St, New York, NY 10036
  9. Based in Wakefield, 18 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
  10. Based in New York City, 19 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    675 3rd Ave #920, New York, NY 10017
  11. Based in Huntington, 15 mi away

    67/100RFA Score

    Ranked #17 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
  12. Based in East Islip, 23 mi away

    67/100RFA Score

    Ranked #19 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
  13. 65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017

Financial planners 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 636 ranked financial planners here; the rest are on their profiles.

financial planners in Hempstead, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center654.3★ (259)19 mi
27Planning Financial Futures, Inc655.0★ (43)11 mi
28TAXKING654.9★ (72)18 mi
29The WealthPlan LLC655.0★ (34)8 mi
30Eveready Financial655.0★ (68)19 mi
31SMG ABA LLC654.8★ (130)24 mi
32Attitude Financial Advisors, Inc655.0★ (37)10 mi
33Bank of America Financial Center654.4★ (184)19 mi
34Bank of America Financial Center654.4★ (162)18 mi
35Austro Financial Services Inc654.5★ (94)15 mi
36Premier Wealth and Tax Planning654.6★ (42)8 mi
37Garantice su Futuro654.5★ (170)22 mi
38Credit Repair Experts655.0★ (61)19 mi
39Weintraub, Traub, Tracy & Virk CPAs LLP654.9★ (42)12 mi
40Fora Financial - Business Funding644.0★ (550)20 mi
41Justin Ponella of Dipaola Financial Group645.0★ (35)12 mi
42Wealthspire644.9★ (64)19 mi
43Raisin644.4★ (143)20 mi
44IMA Tax and Accounting LLC645.0★ (17)2 mi
45Savant Wealth Management645.0★ (33)12 mi
46Sprout Lending644.7★ (37)10 mi
47Bank of America Financial Center643.9★ (144)9 mi
48Blue Ocean Wealth Solutions644.7★ (27)7 mi
49Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor645.0★ (29)12 mi
50Retirable645.0★ (50)20 mi

Also serving Hempstead

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

How we ranked Hempstead financial planners

We scored 636 Hempstead financial planners 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 Hempstead 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Hempstead: frequently asked questions

Which financial planner has the highest RFA Score in Hempstead?

By RFA Score, the highest-ranked financial planner in Hempstead, NY is Davidov Law Group with an RFA Score of 75/100. It has 5.0★ from 351 Google reviews. Shore Funding Solutions (#2) and Island Federal Credit Union (#3) follow. We ranked 636 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Hempstead?

RankedFinancialAdvisors ranks 636 financial planners serving Hempstead, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Hempstead work on weekends?

279 of 636 ranked financial planners post Saturday hours and 40 post Sunday hours. The highest-ranked open Saturdays are Island Federal Credit Union (#3), Island Federal Credit Union (#4) and Aspire Tax (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hempstead financial planners have?

The median Google rating among 636 rated financial planners in Hempstead is 4.1★, with a median of 17 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Hempstead count in this ranking?

Yes, if they are within 25 mi of the Hempstead city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Hempstead ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Hempstead 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 planners 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 Hempstead

  1. November 2026: RFA Scores recalculated for 636 financial planners serving Hempstead.
  2. November 2026: 4 duplicate listings merged.