Best Financial Advisors in JERICHO, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in JERICHO
GOLD COAST WEALTH MANAGEMENT, LLC
JERICHO, NY · Since 2011
SHELTER ROCK MANAGEMENT, LLC
JERICHO, NY · Since 2013
FIRST LONG ISLAND INVESTORS, LLC
JERICHO, NY · Since 1984
OPAL WEALTH ADVISORS, LLC
JERICHO, NY · Since 2018
MERKKURI WEALTH ADVISORS LLC
JERICHO, NY · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in JERICHO?
The median advisory fee in JERICHO, NY is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.