Find a Financial Advisor in Riverhead, NY


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We did the hard work of finding trustworthy partners in Riverhead, NY.

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We Only Work With The Best Riverhead Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Riverhead, NY

  • Financial Advisor Close to Riverhead, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Riverhead, NY

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Riverhead, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Riverhead financial advisors.
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How Retirement-Friendly is Riverhead, NY?

  • Population: 14,196
  • % of Population 62 Years and Over: 26.8%
  • Average Home Value: $339,800
  • Average Monthly Housing Cost: $1,496
  • Average Household Income: $80,742
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)

The Top Financial Advisor Firms in Riverhead, NY




(631) 727-8111

318 Roanoke Ave

Riverhead, NY 11901

SEC#: 801-34431
Years in Business: 32 years


Riverhead, NY Financial Advisor FAQs

If you are not sure how to invest your money, then yes you should get advice from a financial advisor.
A financial advisor is someone who provides you with personalized financial guidance and investment management, usually for a fee. Financial advisors can offer clients tax-efficient investments that may not otherwise be available in the investor's area of residence. Financial advisors also guide investors through difficult decisions such as retirement allocation or when buying an annuity.
Financial advisors will typically be compensated in one of three ways. They can charge a flat fee for specific services rendered, such as the evaluation and proposal of an investment policy; they adopt a per-hour billing model with a pre-defined hourly rate; they may receive commissions from products such as mutual funds or insurance policies.
It's important for prospective parents to find someone who will be able to provide them with unbiased advice and information about various investment options, retirement options, estate planning options, etc.