OPAL WEALTH ADVISORS, LLC
Jericho, NY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
516-388-7980
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, JERICHO
6 advisers found
SHELTER ROCK MANAGEMENT, LLC
Jericho, NY
AUM
$232.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
516-605-2215
MERKKURI WEALTH ADVISORS LLC
Jericho, NY
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
516-268-3446
THIRD TIER WEALTH MANAGEMENT
Jericho, NY
AUM
$8.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-254-0202
BLOOMSCHON CPAS LLC
Jericho, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-626-3992
LEBENTHAL WEALTH PLANNING, INC.
Jericho, NY
AUM
—
Financial Planning
Team
5 advisors
Clients
0
Fees
Fixed fees; A PORTION OF THE FEE PAID TO BRINKER
516-349-5555
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