Skip to content

Wealth Managers in West Islip, NY: 2026 rankings

107 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in West Islip: Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual, RFA Score 71/100; 5.0★ from 70 Google reviews; open Saturdays until 2 PM.

  2. 8

    Most-reviewed: Midas Wealth - Private Client Group, 99 Google reviews at 5.0★, the most of 107 ranked; ranked #8.

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

107 West Islip wealth managers are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 107 rated firms.

Top 10 wealth managers 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 wealth managers in West Islip at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual715.0★ (70)Melville, 8 mi awaySat · EveningsTop score
2Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management705.0★ (68)Westbury, 13 mi away——
3Opal Wealth Advisors695.0★ (53)Jericho, 14 mi away——
4Savant Wealth Management685.0★ (33)Melville, 8 mi away——
5Wealth Enhancement Group685.0★ (25)Deer Park, 4 mi away——
6Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor685.0★ (29)Melville, 8 mi away——
7Landmark Wealth Management, LLC.675.0★ (25)Melville, 8 mi away——
8Midas Wealth - Private Client Group675.0★ (99)New York City, 37 mi away—Most reviews
9Siena Wealth Advisory Group - Ameriprise Financial Services, LLC674.8★ (24)Melville, 8 mi away——
10Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor664.9★ (85)New York City, 35 mi awaySat · Evenings—

All 107 wealth managers 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.

  3. #3 Opal Wealth Advisors

    Based in Jericho, 14 mi away

    69/100RFA Score

    Ranked #3 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

  10. #10 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 35 mi away

    66/100RFA Score

    Ranked #10 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
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  13. #13 The WealthPlan LLC

    Based in Great Neck, 23 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    60 Cutter Mill Rd Ste 100-G, Great Neck, NY 11021
    View profile for The WealthPlan LLC(516) 400-7111

  15. #15 Skinner Wealth Strategies

    Based in City of Milford (balance), 39 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    472 Wheelers Farm Rd Ste 305, Milford, CT 06461
    View profile for Skinner Wealth Strategies(203) 285-6530

  16. #16 Wealthspire

    Based in New York City, 35 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 5th Ave 15th Floor, New York, NY 10175
    View profile for Wealthspire(800) 994-3766

  22. #22 The Wealth Alliance

    Based in Melville, 8 mi away

    64/100RFA Score

    Ranked #22 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

  23. #23 Tailored Wealth

    Based in Fairfield, 30 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1172 Post Rd Second Floor, Fairfield, CT 06824
    View profile for Tailored Wealth(203) 429-3718

Wealth managers 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 107 ranked wealth managers here; the rest are on their profiles.

wealth managers in West Islip, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Larchmont Wealth Management645.0★ (23)28 mi
27CPC Wealth Management635.0★ (30)35 mi
28Abundant Wealth Management, LLC635.0★ (17)26 mi
29Kuttin Wealth Management - Ameriprise Financial Services, LLC633.9★ (11)10 mi
30Next Horizon Wealth - Ameriprise Financial Services, LLC635.0★ (8)14 mi
31SouthHampton Wealth Management635.0★ (27)37 mi
32WealthWave Financial Group635.0★ (4)4 mi
33AMG Wealth Management635.0★ (5)8 mi
34WealthBridge Financial Group635.0★ (22)35 mi
35OnePoint BFG Wealth Partners - East Bay625.0★ (6)13 mi
36Plan First Wealth LLC624.8★ (17)29 mi
37ABC Wealth625.0★ (14)28 mi
38Parion Wealth625.0★ (20)35 mi
39Wealthspire625.0★ (4)8 mi
40Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC624.0★ (6)10 mi
41Coastline Wealth Management624.1★ (14)21 mi
42Samalin Wealth625.0★ (23)40 mi
43Bayside Tax & Wealth625.0★ (8)22 mi
44Peter Sikora - Integrity Wealth Management Group625.0★ (12)29 mi
45MYRA Wealth624.9★ (18)35 mi
46The Choice Group Wealth Management625.0★ (3)7 mi
47Center For Wealth Preservation, LLC624.2★ (5)11 mi
48Davidov Wealth Group625.0★ (6)17 mi
49North Ridge Wealth Planning625.0★ (3)8 mi
50NerdWallet Wealth Partners615.0★ (17)37 mi

Also serving West Islip

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving West Islip
BusinessGoogle ratingDistance
Alain Martin - TD Wealth Financial Advisor5.0★ (2)17 mi
AMG Wealth5.0★ (2)27 mi
Bank of America (with Drive-thru ATM)3.5★ (22)In West Islip
Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
Eon Wealth Management5.0★ (2)13 mi
Fusion Family Wealth, LLC5.0★ (2)11 mi
Geller Private Wealth &Partners5.0★ (2)8 mi
Girard Wealth Management Group3.0★ (2)17 mi
Gregory Matthew Wealth Management5.0★ (2)16 mi
Marino Wealth Management5.0★ (2)16 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
OAKFIELD WEALTH MGMT GROUP5.0★ (2)21 mi
The CLP GroupIn West Islip
The Wang Group Wealth Management of Raymond James5.0★ (2)21 mi
Twin Harbors Private Wealth3.0★ (2)8 mi

How we ranked West Islip wealth managers

We scored 107 West Islip wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in West Islip: frequently asked questions

Which wealth manager has the highest RFA Score in West Islip?

By RFA Score, the highest-ranked wealth manager in West Islip, NY is Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual with an RFA Score of 71/100. It has 5.0★ from 70 Google reviews. It is open Saturdays until 2 PM. Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management (#2) and Opal Wealth Advisors (#3) follow. We ranked 107 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in West Islip?

RankedFinancialAdvisors ranks 107 wealth managers serving West Islip, NY. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in West Islip work on weekends?

10 of 107 ranked wealth managers post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual (#1), Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#10) and Northwestern Mutual Wealth Management Company - Marc Eisenshtat (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Islip wealth managers have?

The median Google rating among 107 rated wealth managers in West Islip is 5.0★, with a median of 8 reviews. Midas Wealth - Private Client Group has the most, 99 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside West Islip count in this ranking?

Yes, if they are within 40 mi of the West Islip city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in West Islip ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 107 wealth managers serving West Islip.
  2. November 2026: 7 duplicate listings merged.

More wealth managers and West Islip pages