City
Wealth management firms in Staten Island, New York
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Staten Island, New York reported $613.2 million in regulatory assets under management; the largest by assets was Chelsea Advisory Services, Inc, with $147.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $613.2 million
- Average per firm
- $43.8 million
- SEC-registered, of those listed
- 7 of 14 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chelsea Advisory Services, 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. | SEC | $147.4 million | 547 |
| 2 | VCP Financial LLC | SEC | $142.6 million | 411 |
| 3 | The Hajdari Group, LLC | SEC | $133.0 million | 457 |
| 4 | Paulo Financial Advisors, LLC | SEC | $57.0 million | 105 |
| 5 | Purevest | SEC | $51.6 million | 91 |
| 6 | Leo Wealth Management, LLC | SEC | $37.3 million | 148 |
| 7 | Wealthnest Capital Inc. | SEC | $34.9 million | 131 |
| 8 | Ivory Wealth Management Inc. | State | $8.7 million | 29 |
| 9 | Zihuitrading LLC | State | $455,000 | 4 |
| 10 | Heartland Northeast LLC | State | $250,000 | 4 |
| 11 | Comprehensive Wealth Management Group, LLC | State | $0 | 0 |
| 12 | Duracapital | State | $0 | 0 |
| 13 | Phoenix-Veritas Wealth Management | State | $0 | 0 |
| 14 | The True Prophets 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.