Top 7 advisors in Jericho
We’ve curated a list of the best financial advisors in Jericho, take a look at it below
Find an advisor in Jericho| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,348,706,257 | 25 advisors | ||
| 2 | $456,820,391 | 15 advisors | ||
| 3 | $375,653,704 | 4 advisors | ||
| 4 | $126,800,190 | 7 advisors | ||
| 5 | $67,317,768 | 3 advisors | ||
| 6 | $60,000,000 | 3 advisors | ||
| 7 | $4,619,818 | 17 advisors |
How we came up with this list
To generate our top financial advisors list in Jericho, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jericho. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. First Long Island Investors, LLC
Assets under management
$1,348,706,257
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Advice To Private Investment Partnerships
2. Opal Wealth Advisors, LLC
Assets under management
$456,820,391
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
3. Gold Coast Wealth Management, LLC
Assets under management
$375,653,704
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
4. Shelter Rock Management, LLC
Assets under management
$126,800,190
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Stage Wealth Management, Inc.
Assets under management
$67,317,768
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Ars Capital Advisors, Inc.
Assets under management
$60,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. American Investment Planners LLC
Assets under management
$4,619,818
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.