Financial advisers in Staten Island, NY
6 registered investment adviser firms in Staten Island managing $542M in assets, based on public SEC Form ADV filings.
Chelsea Advisory Services, INC
Staten Island, NY · Est. 2018
National
- AUM
- $147M
- Per adviser
- $6M
- Advisers
- 25
No reported disclosures
Vcp Financial LLC
Staten Island, NY · Est. 2018
LocalInternational
- AUM
- $143M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
The Hajdari Group, LLC
Staten Island, NY · Est. 2017
LocalInternational
- AUM
- $133M
- Per adviser
- $133M
- Advisers
- 1
No reported disclosures
Purevest
Staten Island, NY · Est. 2022
LocalInternational
- AUM
- $52M
- Per adviser
- $26M
- Advisers
- 2
No reported disclosures
Wealthnest Capital INC.
Staten Island, NY · Est. 2026
LocalInternational
- AUM
- $35M
- Per adviser
- $17M
- Advisers
- 2
No reported disclosures
Leo Wealth Management, LLC
Staten Island, NY · Est. 2025
Local
- AUM
- $33M
- Per adviser
- $33M
- Advisers
- 1
No reported disclosures