Top 5 financial advisor firms in Jericho

5 SEC-registered financial advisor firms are headquartered in Jericho, NY, with $3.95B in combined regulatory assets under management. The largest by assets are First Long Island Investors ($1.86B), Opal Wealth Advisors ($1.24B) and Gold Coast Wealth Management ($414M).

5
Financial advisor firms: $3.95B
Their combined AUM: $414M
Median firm AUM: 1,876
Clients of the top 5

The 5 largest by assets

1
First Long Island Investors
RIA
$1.86B
Regulatory AUM
2
Opal Wealth Advisors
RIA
$1.24B
0.50% to 1.50% a year
3
Gold Coast Wealth Management
RIA
$414M
0.55% to 1.50% a year
4
Shelter Rock Management
RIA
$232M
Regulatory AUM
5
Merkkuri Wealth Advisors
RIA
$204M
Up to 2.50%

Profiles of the top 5

No. 1 · RIA

First Long Island Investors

First Long Island Investors is an investment adviser based in Jericho, NY, registered with the SEC since 1984. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Its regulatory assets under management total $1.86 billion, as filed on 31 March 2026.

Regulatory AUM: $1.86B
Clients: 546
Advisory staff: 8
Custodians: UBS Financial Services
Headquarters: One Jericho Plaza, Suite 201, Jericho, NY 11753-1673
Phone: 516-935-1200
Website: fliinvestors.com

No. 2 · RIA

Opal Wealth Advisors

Opal Wealth Advisors is an investment adviser based in Jericho, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.24 billion, as filed on 14 February 2026.

Opal Wealth Advisors charges 0.50%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $1.24B
Clients: 745
Advisory staff: 9
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 2 Jericho Plaza, Suite 208, Jericho, NY 11753
Phone: 516-388-7980
Website: opalwealthadvisors.com

No. 3 · RIA

Gold Coast Wealth Management

Gold Coast Wealth Management is an investment adviser based in Jericho, NY, registered with the SEC since 2011. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $414 million, as filed on 24 March 2026.

Gold Coast Wealth Management charges 0.55%–1.50% a year for its Investment Management Fee.

Regulatory AUM: $414M
Clients: 157
Advisory staff: 2
Founded: 2011
Fee schedule: 0.55% to 1.50% a year
Custodians: Charles Schwab, Merrill Lynch, Pierce, Fenner & Smith, HSBC Securities (USA)
Headquarters: 575 Jericho Turnpike, Suite 307, Jericho, NY 11753
Phone: 516-274-9870
Website: goldcoastwm.com

No. 4 · RIA

Shelter Rock Management

Shelter Rock Management is an investment adviser based in Jericho, NY, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $232 million, as filed on 20 March 2026.

Regulatory AUM: $232M
Clients: 142
Advisory staff: 4
Custodians: Fidelity, Charles Schwab
Headquarters: 375 North Broadway, Suite 207, Jericho, NY 11753
Phone: 516-605-2215
Website: shelterrockmanagement.com

No. 5 · RIA

Merkkuri Wealth Advisors

Merkkuri Wealth Advisors is an investment adviser based in Jericho, NY, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $204 million, as filed on 18 March 2026.

Merkkuri Wealth Advisors charges up to 2.50% for its Investment Management Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $204M
Clients: 286
Advisory staff: 3
Fee schedule: Up to 2.50%
Custodians: Fidelity
Headquarters: 333 Jericho Turnpike, Suite 211, Jericho, NY 11753
Phone: 516-268-3446

Questions about financial advisors in Jericho

How many financial advisor firms are headquartered in Jericho?

5 SEC-registered financial advisor firms report their principal office in Jericho, NY, managing $3.95B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Jericho?

First Long Island Investors, with $1.86B in regulatory assets under management on its latest Form ADV. The next largest are Opal Wealth Advisors ($1.24B) and Gold Coast Wealth Management ($414M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Jericho?

The median firm manages $414M in regulatory assets. That is the midpoint of the 5 firms headquartered in Jericho.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Jericho charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Jericho?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Jericho has 5 financial advisor firms; see every adviser in the city →