24 financial advisors & firms and 12 insurance agents verified near Riverhead, NY — every one cited to the regulator, claimable and removable by the person named.
Talk to someone about my money
We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $689M AUM
CRD 110584 · verify at the regulator
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $262M AUM
CRD 288248 · verify at the regulator
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $65M AUM
CRD 310121 · verify at the regulator
RIA firm · Aquebogue, NY 11931 · Registered investment adviser · $52M AUM
CRD 111736 · verify at the regulator
RIA firm · Westhampton, NY 11977 · Registered investment adviser · $7M AUM
CRD 337942 · verify at the regulator
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management on the East End (57 Hampton Rd)
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons clients
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons families
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for East End HNW clients
Advisor · UBS · Southampton, NY 11968 · Personalized financial planning on the East End
Advisor · UBS · Southampton, NY 11968 · East End individuals & business owners
Advisor · UBS · Southampton, NY 11968 · Wealth management, 8 Main Street Southampton
Advisor · Wells Fargo · Southampton, NY 11968 · Wealth management, 67 Hampton Rd Southampton
RIA firm · Southold, NY 11971 · Registered investment adviser · $38M AUM
CRD 291834 · verify at the regulator
RIA firm · Rocky Point, NY 11778 · Registered investment adviser · $108M AUM
CRD 129975 · verify at the regulator
Advisor · Edward Jones · Bridgehampton, NY 11932 · Retirement & investment planning, 2385 Montauk Hwy Bridgehampton
RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $503M AUM
CRD 107679 · verify at the regulator
RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $8M AUM
CRD 164718 · verify at the regulator
RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $21M AUM
CRD 330067 · verify at the regulator
RIA firm · Medford, NY 11763 · Registered investment adviser · $382M AUM
CRD 106425 · verify at the regulator
RIA firm · Sagaponack, NY 11962 · Registered investment adviser · $10M AUM
CRD 309767 · verify at the regulator
RIA firm · Port Jefferson Station, NY 11776 · Registered investment adviser · $262M AUM
CRD 105672 · verify at the regulator
RIA firm · Port Jefferson Station, NY 11776 · Registered investment adviser · $6M AUM
CRD 297201 · verify at the regulator
RIA firm · Port Jefferson, NY 11777 · Registered investment adviser · $512M AUM
CRD 283880 · verify at the regulator
Insurance · State Farm · Hampton Bays, NY · Auto, home & life insurance on the South Fork
Insurance · Allstate · Hampton Bays, NY · Auto & home insurance; serving Long Island's East End since 2003
Insurance · State Farm · Westhampton Beach, NY · Home & auto; services East Hampton, Southampton, Hampton Bays, Quogue
Insurance · Southampton, NY 11968 · Personal & commercial insurance for the East End of Long Island
Insurance · Southampton, NY 11968 · Brokerage office serving Hamptons personal risk and commercial clients
Insurance · State Farm · Southampton, NY 11968 · Home & auto across the Hamptons incl. East Hampton, Bridgehampton, Water Mill
Insurance · Southampton, NY · Homeowners, condo/co-op, flood, umbrella, watercraft for Southampton, Bridgehampton, East Hampton, Montauk
Insurance · Rocky Point, NY · High-value home & coastal insurance in the Hamptons; luxury NYC condo/co-op
Insurance · Bridgehampton, NY 11932 · High-value Hamptons homes, secondary residences, bundled auto & umbrella
Insurance · Allstate · Wainscott, NY · Auto & home; serves Sagaponack, East Hampton, Sag Harbor, Southampton, Montauk
Insurance · East Hampton, NY 11937 · Hamptons private client: high-value home, flood, fine art
Insurance · East Hampton, NY 11937 · Home & flood insurance for the Hamptons and East End
Verified advisors and insurance agents in the places closest to Riverhead, NY.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.