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 SalesTypical Fee--
AUM$1.7B
Minimum--
Clients881
GOLD COAST WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$415M
Minimum--
Clients277
MERKKURI WEALTH ADVISORS LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$182M
Minimum--
Clients363
OPAL WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,411
SHELTER ROCK MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$206M
Minimum--
Clients278