Financial advisers in Jericho, NY
5 registered investment adviser firms in Jericho managing $3.9B in assets, based on public SEC Form ADV filings.
First Long Island Investors, LLC
Jericho, NY · Est. 1984
Local
- AUM
- $1.9B
- Per adviser
- $233M
- Advisers
- 8
No reported disclosures
Opal Wealth Advisors, LLC
Jericho, NY · Est. 2018
LocalInternational
- AUM
- $1.2B
- Per adviser
- $138M
- Advisers
- 9
No reported disclosures
Gold Coast Wealth Management, LLC
Jericho, NY · Est. 2011
Local
- AUM
- $414M
- Per adviser
- $207M
- Advisers
- 2
No reported disclosures
Shelter Rock Management, LLC
Jericho, NY · Est. 2013
Local
- AUM
- $232M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Merkkuri Wealth Advisors LLC
Jericho, NY · Est. 2024
Local
- AUM
- $204M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures