Investment advisers in Jericho, NY
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| First Long Island Investors, LLC | $1.86 billion | 24 | 0 |
| Opal Wealth Advisors, LLC | $1.24 billion | 20 | 0 |
| Gold Coast Wealth Management, LLC | $413.8 million | 3 | 0 |
| Shelter Rock Management, LLC | $232.0 million | 6 | 0 |
| Merkkuri Wealth Advisors LLC | $204.1 million | 7 | 0 |