City
Independent RIAs in Jericho, New York
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Jericho, New York reported $2.1 billion in regulatory assets under management; the largest by assets was Opal Wealth Advisors, LLC, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $298.6 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Opal Wealth Advisors, LLC | SEC | $1.2 billion | 2,411 |
| 2 | Gold Coast Wealth Management, LLC | SEC | $413.8 million | 324 |
| 3 | Shelter Rock Management, LLC | SEC | $232.0 million | 286 |
| 4 | Merkkuri Wealth Advisors LLC | SEC | $204.1 million | 601 |
| 5 | Lambent Asset Management, LLC | State | $2.3 million | 15 |
| 6 | Alpha Concepts LLC | State | $0 | 0 |
| 7 | Bloomschon CPAS LLC | State | $0 | 0 |
Independent RIAs 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.