THE WEALTH ALLIANCE, LLC - Financial Advisor in New York, Melville

Tel: (631) 670-0682 105 Broadhollow Road Melville, New York 11747

About THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC is a Melville, New York based financial advisory firm with nearly $1,703,650,906 in assets under management and provides investment advisory services for 4006 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

305052

Firm SEC#:

801-117251

Assets Under Management:

$1,703,650,906

No. of Clients:

4006

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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147592

801-69418

2210

$3,046,087,569

J.J. BURNS & COMPANY

140452

801-66736

2064

$1,069,875,158

FRISCH FINANCIAL GROUP, INC.

126524

801-62300

1539

$720,848,515

COMPASS ADVISORS

288256

801-110409

1079

$644,083,351

PROSPECT FINANCIAL SERVICES LLC

314154

801-122193

1178

$418,143,884

HELLER WEALTH MANAGEMENT

124261

801-61749

717

$404,135,430

ACCRUED EQUITIES INC.

13452

801-15504

$326,003,847

LANDMARK WEALTH MANAGEMENT, LLC

158693

801-80788

787

$310,516,586

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298233

801-114000

313

$264,663,888

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305933

801-118271

889

$253,099,311

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147420

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177

$227,962,725

LONG ISLAND WEALTH MANAGEMENT, INC.

173363

801-80445

422

$217,350,727

CLEAR POINT ADVISORS, INC.

111775

801-55390

582

$216,404,655

EXCOMP ASSET MANAGEMENT LTD

110434

801-43057

359

$137,121,477

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