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.
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.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.