City
Wealth management firms in Astoria, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Astoria, New York reported $21.0 million in regulatory assets under management; the largest by assets was Meehan, Bernard, with $7.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $21.0 million
- Average per firm
- $4.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Meehan, Bernard | State | $7.1 million | 50 |
| 2 | Educated Financial Planning | State | $6.6 million | 65 |
| 3 | Angel Wealth Advisors | State | $5.4 million | 13 |
| 4 | SM Carlton Advisory | State | $1.9 million | 17 |
| 5 | Apeiron Wealth Service | SEC | $0 | 0 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.