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Investment Advisors in North Bellport, NY: 2026 rankings

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

The short answer

  1. 1

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

  2. 9

    Most-reviewed: Mitlin Financial, Inc., 62 Google reviews at 5.0★, the most of 39 ranked; ranked #9.

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

39 North Bellport investment advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 39 rated firms.

Top 10 investment advisors in North Bellport 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 North Bellport at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prudential - Three Village Financial725.0★ (28)East Setauket, 14 mi away—Top score
2NSA Insurance Solutions Service724.8★ (45)Hampton Bays, 20 mi away——
3Trading Academy Long Island694.3★ (49)Melville, 24 mi awaySat · Sun—
4AdvancedFolio Capital Management674.9★ (33)Centereach, 12 mi awaySat—
5Benjamin Securities Inc675.0★ (6)Brentwood, 14 mi away——
6Nicholas Galletta - Prudential Financial664.5★ (8)Riverhead, 18 mi away——
7Wells Fargo Advisors664.0★ (4)Coram, 13 mi away——
8The Wealth Alliance655.0★ (8)Melville, 25 mi away——
9Mitlin Financial, Inc.655.0★ (62)Hauppauge, 17 mi away—Most reviews
10MCINTOSH TAX AND ASSET MANAGEMENT GROUP645.0★ (15)Hauppauge, 16 mi away——

All 39 investment advisors in North Bellport, 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 North Bellport

    #1 Prudential - Three Village Financial

    Based in East Setauket, 14 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

  5. #5 Benjamin Securities Inc

    Based in Brentwood, 14 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

  8. #8 The Wealth Alliance

    Based in Melville, 25 mi away

    65/100RFA Score

    Ranked #8 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

  16. #16 Charles Schwab

    Based in Coram, 12 mi away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    271 NY-25A Suite 5, Mt Sinai, NY 11766
    View profile for Charles Schwab(631) 403-3720

  18. #18 Komich Capital Advisors

    Based in Ronkonkoma, 8 mi away

    60/100RFA Score

    Ranked #18 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

  19. #19 CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial

    Based in Huntington, 21 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and review volume: 5.0★ from 24 Google reviews.

    • 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

  20. #20 Fidelity Investments

    Based in Lake Grove, 12 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    142 New Moriches Rd, Lake Grove, NY 11755
    View profile for Fidelity Investments(800) 544-0172

  23. #23 Charles Schwab

    Based in Lake Grove, 12 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.4★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 3.4★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2095 Moriches Rd, Lake Grove, NY 11755
    View profile for Charles Schwab(631) 360-6410

  25. #25 BLACKSTONE FUNDING LLC

    Based in Hauppauge, 15 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Thu 9 AM–8 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1600 Calebs Path Ext suite 212, Hauppauge, NY 11788
    View profile for BLACKSTONE FUNDING LLC(585) 653-6504

All 39 investment advisors

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

investment advisors in North Bellport, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26ABG Services, Inc.572.3★ (3)4 mi
27Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC564.0★ (6)14 mi
28Credit Score Doctor565.0★ (7)20 mi
29Tilton Financial Planning565.0★ (5)17 mi
30Main Street Financial Group565.0★ (5)18 mi
31Maria Zoll Tax & Advisory Services, Inc.555.0★ (6)21 mi
32RVPII Consulting, Inc.555.0★ (3)14 mi
33Stifel553.7★ (3)13 mi
34Charles Schwab544.6★ (7)25 mi
35Herold & Lantern Investments534.3★ (4)25 mi
36Edward Jones - Financial Advisor: Vince Perrotta, CFP®|CEPA®|AAMS®|CRPC™|AWMA®535.0★ (3)23 mi
37The Choice Group Wealth Management525.0★ (3)25 mi
38Forest Hills Financial Group525.0★ (3)25 mi
39Merrill Lynch Wealth Management512.0★ (4)25 mi

Also serving North Bellport

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 North Bellport
BusinessGoogle ratingDistance
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (2)14 mi
Barons Financial Strategies, Inc.5.0★ (1)9 mi
Castle Asset Management5.0★ (2)16 mi
Conscience Bay Capital, Inc.5.0★ (2)14 mi
Draper Asset Management LLC5.0★ (2)13 mi
Edward Jones - Financial Advisor: Bryan Finger, CRPS™1.0★ (1)13 mi
Edward Jones - Financial Advisor: Michael R Sceiford, CFP®5.0★ (1)13 mi
Frisch Financial Group - Melville5.0★ (2)25 mi
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)14 mi
Morgan Stanley Financial Advisors5.0★ (1)13 mi
Morgan Stanley Financial Advisors5.0★ (1)14 mi
Murphy Mullick Capital Management5.0★ (2)14 mi
NobareQ LLC5.0★ (1)4 mi
Quest Capital Management5.0★ (1)13 mi
Raymond James Financial Services5.0★ (1)10 mi
RBC Wealth Management Branch - Hampton Bays3.0★ (2)22 mi
Sell My Structured Settlement for Cash5.0★ (1)10 mi
Todd M Petraco - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)14 mi
Twin Harbors Private Wealth3.0★ (2)25 mi
Wells Fargo Advisors Financial Network3.0★ (2)25 mi

How we ranked North Bellport investment advisors

We scored 39 North Bellport 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 North Bellport 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 North Bellport: frequently asked questions

Which investment advisor has the highest RFA Score in North Bellport?

By RFA Score, the highest-ranked investment advisor in North Bellport, NY is Prudential - Three Village Financial with an RFA Score of 72/100. It has 5.0★ from 28 Google reviews. NSA Insurance Solutions Service (#2) and Trading Academy Long Island (#3) follow. We ranked 39 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in North Bellport?

RankedFinancialAdvisors ranks 39 investment advisors serving North Bellport, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in North Bellport work on weekends?

9 of 39 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Trading Academy Long Island (#3), AdvancedFolio Capital Management (#4) and All County Great Bay Property Management (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Bellport investment advisors have?

The median Google rating among 39 rated investment advisors in North Bellport is 4.9★, with a median of 8 reviews. Mitlin Financial, Inc. has the most, 62 reviews, and ranks #9. 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 North Bellport count in this ranking?

Yes, if they are within 25 mi of the North Bellport 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 North Bellport 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 North Bellport 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 North Bellport

  1. November 2026: RFA Scores recalculated for 39 investment advisors serving North Bellport.

More investment advisors and North Bellport pages