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Investment Advisors in Holbrook, NY: 2026 rankings

63 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Holbrook: Prudential - Three Village Financial, RFA Score 72/100; 5.0★ from 28 Google reviews.

  2. 14

    Most-reviewed: Cyber Trading University, 133 Google reviews at 4.9★, the most of 63 ranked; ranked #14.

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

63 Holbrook investment advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 63 rated firms.

Top 10 investment advisors in Holbrook 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 investment advisors in Holbrook at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prudential - Three Village Financial725.0★ (28)East Setauket, 9 mi away—Top score
2Opal Wealth Advisors705.0★ (53)Jericho, 25 mi away——
3Trading Academy Long Island684.3★ (49)Melville, 18 mi awaySat · Sun—
4NSA Insurance Solutions Service684.8★ (45)Hampton Bays, 25 mi away——
5Benjamin Securities Inc675.0★ (6)Brentwood, 7 mi away——
6AdvancedFolio Capital Management664.9★ (33)Centereach, 6 mi awaySat—
7The Wealth Alliance655.0★ (8)Melville, 18 mi away——
8Wells Fargo Advisors654.0★ (4)Coram, 9 mi away——
9Stormfield Capital LLC654.5★ (22)Bridgeport, 25 mi awaySat · Evenings—
10Mitlin Financial, Inc.645.0★ (62)Hauppauge, 9 mi away——

All 63 investment advisors in Holbrook, 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 Holbrook

    #1 Prudential - Three Village Financial

    Based in East Setauket, 9 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Heritage Square Office Condominium, 100 S Jersey Ave Unit 5, Setauket- East Setauket, NY 11733
    View profile for Prudential - Three Village Financial(631) 927-3325

  2. #2 Opal Wealth Advisors

    Based in Jericho, 25 mi away

    70/100RFA Score

    Ranked #2 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

  5. #5 Benjamin Securities Inc

    Based in Brentwood, 7 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    750 Veterans Memorial Hwy #210, Northport, NY 11768
    View profile for Benjamin Securities Inc(516) 931-1090

  7. #7 The Wealth Alliance

    Based in Melville, 18 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    105 Broadhollow Rd, Melville, NY 11747
    View profile for The Wealth Alliance(631) 670-0682

  9. #9 Stormfield Capital LLC

    Based in Bridgeport, 25 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 22 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat 8 AM–6 PM · Sun closed
    Address
    200 Pequot Ave, Southport, CT 06890
    View profile for Stormfield Capital LLC(203) 628-4653

  21. #21 Salomon Whitney

    Based in Bethpage, 19 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 1.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 1.7★ from 6 Google reviews
    Address
    400 Broadhollow Rd, Farmingdale, NY 11735
    View profile for Salomon Whitney(631) 482-1150

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

    Based in Huntington, 14 mi away

    60/100RFA 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

  25. #25 Komich Capital Advisors

    Based in Ronkonkoma, 2 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4175 Veterans Memorial Hwy #300, Ronkonkoma, NY 11779
    View profile for Komich Capital Advisors(631) 260-1153

Investment 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 63 ranked investment advisors here; the rest are on their profiles.

investment advisors in Holbrook, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab604.8★ (17)9 mi
27Fidelity Investments594.3★ (16)5 mi
28Anthony Barone: Primerica - Financial Services594.9★ (11)5 mi
29Pristine Advisers595.0★ (26)19 mi
30Siena Wealth Advisory Group - Ameriprise Financial Services, LLC584.8★ (24)18 mi
31Charles Schwab583.4★ (16)5 mi
32Kuttin Wealth Management - Ameriprise Financial Services, LLC583.9★ (11)6 mi
33BLACKSTONE FUNDING LLC574.5★ (8)8 mi
34Traverse Capital Management575.0★ (4)18 mi
35Safe Harbor Asset Management, Inc.575.0★ (3)18 mi
36Northwestern Mutual Wealth Management Company - Marc Eisenshtat575.0★ (15)19 mi
37Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC574.0★ (6)6 mi
38First County Bank574.6★ (33)25 mi
39Tilton Financial Planning565.0★ (5)10 mi
40Peconic Asset Management Inc565.0★ (4)23 mi
41Credit Score Doctor565.0★ (7)14 mi
42Main Street Financial Group565.0★ (5)10 mi
43Maria Zoll Tax & Advisory Services, Inc.565.0★ (6)13 mi
44Legacy Tangible Assets565.0★ (14)23 mi
45Stifel553.7★ (3)6 mi
46David Lerner Associates, Inc.553.8★ (51)22 mi
47RVPII Consulting, Inc.555.0★ (3)9 mi
48ABG Services, Inc.552.3★ (3)5 mi
49Charles Schwab554.6★ (7)18 mi
50PareShah Partners545.0★ (10)24 mi

Also serving Holbrook

20 more investment 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 investment advisors serving Holbrook
BusinessGoogle ratingDistance
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (2)6 mi
Asgard Regulatory Group, LLCIn Holbrook
Bank of America (with Drive-thru ATM)3.2★ (43)In Holbrook
Boyajian Diane5.0★ (1)In Holbrook
Castle Asset Management5.0★ (2)9 mi
Conscience Bay Capital, Inc.5.0★ (2)8 mi
david rey financial groupIn Holbrook
Draper Asset Management LLC5.0★ (2)6 mi
Financial institutionIn Holbrook
Great South Bay Advisors3.0★ (2)In Holbrook
Greg SelgIn Holbrook
James Thomas Quinn: Primerica - Financial Services5.0★ (2)In Holbrook
Murphy Mullick Capital Management5.0★ (2)7 mi
Paragon Financial Group5.0★ (2)In Holbrook
PPS Advisors, Inc.5.0★ (5)In Holbrook
Quatrale BrianIn Holbrook
Stephen Levine & Associates LtdIn Holbrook
Twin Harbors Private Wealth3.0★ (2)18 mi
Vincent Giardini Jr: Primerica - Financial ServicesIn Holbrook
VRD Contracting, Inc.4.3★ (4)In Holbrook

How we ranked Holbrook investment advisors

We scored 63 Holbrook investment 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 Holbrook 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Holbrook: frequently asked questions

Which investment advisor has the highest RFA Score in Holbrook?

By RFA Score, the highest-ranked investment advisor in Holbrook, NY is Prudential - Three Village Financial with an RFA Score of 72/100. It has 5.0★ from 28 Google reviews. Opal Wealth Advisors (#2) and Trading Academy Long Island (#3) follow. We ranked 63 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Holbrook?

RankedFinancialAdvisors ranks 63 investment advisors serving Holbrook, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Holbrook work on weekends?

13 of 63 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Trading Academy Long Island (#3), AdvancedFolio Capital Management (#6) and Stormfield Capital LLC (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Holbrook investment advisors have?

The median Google rating among 63 rated investment advisors in Holbrook is 4.9★, with a median of 9 reviews. Cyber Trading University has the most, 133 reviews, and ranks #14. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Holbrook count in this ranking?

Yes, if they are within 25 mi of the Holbrook city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Holbrook ranked?

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

How do I check an investment 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 investment advisor in Holbrook 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 investment 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 Holbrook

  1. November 2026: RFA Scores recalculated for 63 investment advisors serving Holbrook.

More investment advisors and Holbrook pages