Fiduciary advisors in Jericho, NY

5 registered advisers

5 fiduciary firms in Jericho, New York hold SEC registration. 4 are structured as fee-only practices.

FIRST LONG ISLAND INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jericho, New YorkCRD #167212
Typical Fee--
AUM$1.7B
Minimum--
Clients881

GOLD COAST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jericho, New YorkCRD #156338
Typical Fee--
AUM$415M
Minimum--
Clients277

MERKKURI WEALTH ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Jericho, New YorkCRD #330164
Typical Fee--
AUM$182M
Minimum--
Clients363

OPAL WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jericho, New YorkCRD #289759
Typical Fee--
AUM$1.2B
Minimum--
Clients2,411

SHELTER ROCK MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jericho, New YorkCRD #142739
Typical Fee--
AUM$206M
Minimum--
Clients278
Fiduciary Advisors in Jericho, New York | FiduciaryListings