Top 7 advisors in Jericho

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
  • 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

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    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

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.

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