FIRST LONG ISLAND INVESTORS, LLC
Jericho, NY
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
516-935-1200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
13 advisers found
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
GOLD COAST WEALTH MANAGEMENT, LLC
Jericho, NY
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-274-9870
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
BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC
Jericho, NY
AUM
—
Team
1 advisors
Clients
0
Fees
REFERRAL FROM THIRD-PARTY RIA
516-826-7600
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
ALPHA CONCEPTS LLC
Jericho, NY
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
888-355-1618
Full profileNo website
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
Full profileNo website
Full profileNo website
WEALTH SOLUTIONS, LLC
Jericho, NY
AUM
—
Team
2 advisors
Clients
—
Fees
SOLICITATION/REFERRAL FEES FROM THIRD-PARTY ADVISER
516-256-3500
Full profileNo website