City
Independent RIAs in Staten Island, New York
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Staten Island, New York reported $465.8 million in regulatory assets under management; the largest by assets was VCP Financial LLC, with $142.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $465.8 million
- Average per firm
- $35.8 million
- SEC-registered, of those listed
- 6 of 13 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | VCP Financial LLC | SEC | $142.6 million | 411 |
| 2 | The Hajdari Group, LLC | SEC | $133.0 million | 457 |
| 3 | Paulo Financial Advisors, LLC | SEC | $57.0 million | 105 |
| 4 | Purevest | SEC | $51.6 million | 91 |
| 5 | Leo Wealth Management, LLC | SEC | $37.3 million | 148 |
| 6 | Wealthnest Capital Inc. | SEC | $34.9 million | 131 |
| 7 | Ivory Wealth Management Inc. | State | $8.7 million | 29 |
| 8 | Zihuitrading LLC | State | $455,000 | 4 |
| 9 | Heartland Northeast LLC | State | $250,000 | 4 |
| 10 | Comprehensive Wealth Management Group, LLC | State | $0 | 0 |
| 11 | Duracapital | State | $0 | 0 |
| 12 | Phoenix-Veritas Wealth Management | State | $0 | 0 |
| 13 | The True Prophets 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.