Cetera Investment Advisers
43yrs
Top 1% by experience in New York
Financial advisors in Plainview, NY
Looking for a financial advisor in Plainview, NY? We list 74 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
74Advisors with offices here
18Median years of experience
0%At fee-only firms
20Firms represented
Largest firms here: Strategic Advisers (27), J.P. Morgan Securities (9), Cambridge Investment Research Advisors (6).
Nearby: Old Bethpage, Syosset, Melville, Woodbury, Bethpage, Jericho, Levittown, Farmingdale.
Siegel Asset Management Partners
43yrs
Top 1% by experience in New York
J.P. Morgan Securities
41yrs
Top 1% by experience at J.P. Morgan Securities
B. Riley Wealth Advisors
41yrs
Top 3% by experience in New York
Osaic Wealth
39yrs
Top 5% by experience in New York
B. Riley Wealth Advisors
38yrs
Top 6% by experience nationwide
Concurrent Investment Advisors
36yrs
Top 7% by experience nationwide
Strategic Advisers
36yrs
Top 1% by experience at Strategic Advisers
Equitable Advisors
33yrs
Top 9% by experience at Equitable Advisors
Cambridge Investment Research Advisors
33yrs
Top 10% by experience nationwide
Concurrent Investment Advisors
33yrs
Top 12% by experience nationwide
LPL Financial
32yrs
Top 13% by experience nationwide
Strategic Advisers
32yrs
Top 2% by experience at Strategic Advisers
Edward Jones
32yrs
Top 4% by experience at Edward Jones
Raymond James Financial Services Advisors
32yrs
Top 13% by experience nationwide
Edward Jones
32yrs
Top 4% by experience at Edward Jones
Cambridge Investment Research Advisors
31yrs
Top 14% by experience nationwide
Captrust
31yrs
Top 13% by experience at Captrust
J.P. Morgan Securities
31yrs
Top 4% by experience at J.P. Morgan Securities
LPL Financial
30yrs
Top 16% by experience nationwide
Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
B. Riley Wealth Advisors
30yrs
Top 17% by experience nationwide
Strategic Advisers
29yrs
Top 4% by experience at Strategic Advisers
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.