Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Jericho is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Jericho & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Jericho, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Jericho, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Jericho, New York have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FIRST LONG ISLAND INVESTORS, LLC One Jericho Plaza, Suite 201 Jericho, NY, 11753 | 167212 | $1,348,706,257 | 806 | A Percentage of AUM, Fixed Fees, Performance Based |
OPAL WEALTH ADVISORS, LLC 2 Jericho Plaza, Suite 208 Jericho, NY, 11753 | 289759 | $633,101,903 | 1591 | A Percentage of AUM, Hourly charges, Fixed Fees |
GOLD COAST WEALTH MANAGEMENT, LLC 575 Jericho Turnpike, Suite 307 Jericho, NY, 11753 | 156338 | $382,359,145 | 216 | A Percentage of AUM, Performance Based |
SHELTER ROCK MANAGEMENT, LLC 375 North Broadway, Suite 207 Jericho, NY, 11753 | 142739 | $157,788,005 | 266 | A Percentage of AUM |
WEINSTAT WEALTH MANAGEMENT, INC. 366 North Broadway Suite 209, Jericho, NY, 11753 | 125626 | $89,600,000 | 34 | A Percentage of AUM |
STAGE WEALTH MANAGEMENT, INC. 333 Jericho Tpke., Suite 324 Jericho, NY, 11753-1105 | 320774 | $67,317,768 | 179 | A Percentage of AUM |
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