Falists

New York · 13 advisers

Financial Advisors in Jericho, New York

Looking for a financial advisor in Jericho, New York? Falists indexes 13 SEC-registered and state-registered investment advisers in Jericho — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $1.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

9

Largest AUM

$1.86B

Financial planning

6

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning6Trusts6Retirement4Institutional5

Top advisors in Jericho

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

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Common questions

How many financial advisors are in Jericho, New York?
13 registered investment advisers are listed in our Jericho directory, sourced from public SEC filings.
What types of advisors are in Jericho?
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 Jericho?
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.