Home
Financial Advisor
New York
Melville
LANDMARK WEALTH MANAGEMENT, LLC

LANDMARK WEALTH MANAGEMENT, LLC

Tel: 888-342-6436 95 Broadhollow Road, Suite 102 Melville, New York 11747

About LANDMARK WEALTH MANAGEMENT, LLC

LANDMARK WEALTH MANAGEMENT, LLC is a Melville, New York based financial advisory firm with nearly $310,516,586 in assets under management and provides investment advisory services for 787 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

158693

Firm SEC#:

801-80788

Assets Under Management:

$310,516,586

No. of Clients:

787

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Melville

FirmCRD#:147592
SEC#:801-69418
No. of Advisors:42
No. of Clients:2210
AUM:$3,046,087,569
FirmCRD#:305052
SEC#:801-117251
No. of Advisors:21
No. of Clients:4006
AUM:$1,703,650,906
FirmCRD#:140452
SEC#:801-66736
No. of Advisors:15
No. of Clients:2064
AUM:$1,069,875,158
FirmCRD#:126524
SEC#:801-62300
No. of Advisors:15
No. of Clients:1539
AUM:$720,848,515
FirmCRD#:288256
SEC#:801-110409
No. of Advisors:6
No. of Clients:1079
AUM:$644,083,351
FirmCRD#:314154
SEC#:801-122193
No. of Advisors:12
No. of Clients:1178
AUM:$418,143,884
FirmCRD#:124261
SEC#:801-61749
No. of Advisors:6
No. of Clients:717
AUM:$404,135,430
FirmCRD#:13452
SEC#:801-15504
No. of Advisors:5
No. of Clients:1
AUM:$326,003,847
FirmCRD#:298233
SEC#:801-114000
No. of Advisors:10
No. of Clients:313
AUM:$264,663,888
FirmCRD#:305933
SEC#:801-118271
No. of Advisors:3
No. of Clients:889
AUM:$253,099,311
FirmCRD#:147420
SEC#:801-79035
No. of Advisors:14
No. of Clients:177
AUM:$227,962,725
FirmCRD#:173363
SEC#:801-80445
No. of Advisors:1
No. of Clients:422
AUM:$217,350,727
FirmCRD#:111775
SEC#:801-55390
No. of Advisors:4
No. of Clients:582
AUM:$216,404,655
FirmCRD#:110434
SEC#:801-43057
No. of Advisors:5
No. of Clients:359
AUM:$137,121,477

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.