Best Financial Advisors in JERICHO, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$414M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in JERICHO
#1
100
SHELTER ROCK MANAGEMENT, LLC
JERICHO, NY · Since 2013
$232M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
GOLD COAST WEALTH MANAGEMENT, LLC
JERICHO, NY · Since 2011
$414M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
FIRST LONG ISLAND INVESTORS, LLC
JERICHO, NY · Since 1984
$1.9B AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
95
OPAL WEALTH ADVISORS, LLC
JERICHO, NY · Since 2018
$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
92
MERKKURI WEALTH ADVISORS LLC
JERICHO, NY · Since 2024
$204M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.