New York · 9 advisers
Financial Advisors in Staten Island, New York
Looking for a financial advisor in Staten Island, New York? Falists indexes 9 SEC-registered and state-registered investment advisers in Staten Island — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $147.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
7
Largest AUM
$147.4M
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Staten Island
Ranked by AUM · Fees, team & specialties at a glance
CHELSEA ADVISORY SERVICES, INC
Staten Island, NY
AUM
$147.4M
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-967-8400
VCP FINANCIAL LLC
Staten Island, NY
AUM
$142.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212.328.7876
THE HAJDARI GROUP, LLC
Staten Island, NY
AUM
$133.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(212) 381-0050
PUREVEST
Staten Island, NY
AUM
$51.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(347) 466-4400
LEO WEALTH MANAGEMENT, LLC
Staten Island, NY
AUM
$33.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-951-6828
COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC
Staten Island, NY
AUM
—
Team
0 total employees
Clients
26-50
Fees
Hourly charges; Fixed fees
718-980-3737
WEALTHNEST CAPITAL INC.
Staten Island, NY
AUM
$34.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
929-699-8020
DURACAPITAL
Staten Island, NY
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
917-716-6818
More cities in New York
Common questions
- How many financial advisors are in Staten Island, New York?
- 9 registered investment advisers are listed in our Staten Island directory, sourced from public SEC filings.
- What types of advisors are in Staten Island?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Staten Island?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.