City
Wealth management firms in Jericho, New York
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Jericho, New York reported $4.0 billion in regulatory assets under management; the largest by assets was First Long Island Investors, LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $439.1 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | First Long Island Investors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.9 billion | 940 |
| 2 | Opal Wealth Advisors, LLC | SEC | $1.2 billion | 2,411 |
| 3 | Gold Coast Wealth Management, LLC | SEC | $413.8 million | 324 |
| 4 | Shelter Rock Management, LLC | SEC | $232.0 million | 286 |
| 5 | Merkkuri Wealth Advisors LLC | SEC | $204.1 million | 601 |
| 6 | Lambent Asset Management, LLC | State | $2.3 million | 15 |
| 7 | Alpha Concepts LLC | State | $0 | 0 |
| 8 | Bloomschon CPAS LLC | State | $0 | 0 |
| 9 | Lebenthal Wealth Planning, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $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.