City
Wealth management firms in Long Island City, New York
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Long Island City, New York reported $29.7 million in regulatory assets under management; the largest by assets was RKR Capital Group LLC, with $12.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $29.7 million
- Average per firm
- $5.0 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RKR Capital Group LLC | State | $12.7 million | 23 |
| 2 | JWK Financial | State | $12.2 million | 42 |
| 3 | Apsis Capital Management LLC | State | $4.0 million | 9 |
| 4 | EG Capital Management LLC | State | $702,065 | 23 |
| 5 | Lel Investment LLC | State | $100,000 | 8 |
| 6 | Ardrossan Wealth Management, LLC | 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.