Firms by city
Registered investment advisers in Jericho, NY
5 SEC-registered advisers headquartered in Jericho, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| First Long Island Investors | Jericho, NY | $1.86B |
| Opal Wealth Advisors | Jericho, NY | $1.24B |
| Gold Coast Wealth Management | Jericho, NY | $414M |
| Shelter Rock Management | Jericho, NY | $232M |
| Merkkuri Wealth Advisors | Jericho, NY | $204M |
- Headquarters
- Jericho, NY
- Regulatory AUM
- $1.86B
- Headquarters
- Jericho, NY
- Regulatory AUM
- $1.24B
- Headquarters
- Jericho, NY
- Regulatory AUM
- $414M
- Headquarters
- Jericho, NY
- Regulatory AUM
- $232M
- Headquarters
- Jericho, NY
- Regulatory AUM
- $204M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Jericho on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.