Vault-13

Managers in Jericho, NY

United States · 140 asset managers within 25 km (6 in Jericho itself) · 184 wealth managers, banks and others

JerichoBronxvilleNewarkEnglewood CliffsUnionStaten IslandFlushingEast RutherfordBedfordGreenwich
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: New York, NY 3,372 · Greenwich, CT 250 · Stamford, CT 197 · Westport, CT 72 · Brooklyn, NY 47 · Norwalk, CT 38 · Jersey City, NJ 36 · Darien, CT 35 · White Plains, NY 28 · Rye, NY 24 · Melville, NY 22 · Purchase, NY 21

Asset managers in and around Jericho

#Manager People here Assets Visa salary
51 MAXIM CAPITAL GROUP, LLC real estate, futures · Roslyn $2.2bn 2 $2.2bn
52 PENSO ADVISORS, LLC hedge funds, futures · Cedarhurst $1.1bn 2 $1.1bn
53 AlphaCentric Advisors LLC mutual funds, futures · Huntington $433.1m 2 $433.1m
54 BOSTWICK CAPITAL LLC hedge funds, private equity, futures · Locust Valley $245.4m about 2main office $245.4m
55 TR CAPITAL MANAGEMENT, LLC hedge funds · Rockville Centre $166.3m about 2main office $166.3m
56 CROSS SHORE CAPITAL MANAGEMENT, LLC hedge funds, private equity, futures · Great Neck $147.1m about 2main office $147.1m
57 CATALYST INTERNATIONAL ADVISORS LLC Huntington $58.0m 2 $58.0m
58 SIMPLEADVISORY LLC real estate, futures · Garden City $42.1m about 2main office $42.1m
59 DUNCAN FINANCIAL PLANNING ADVISORS Huntington Station 2
60 HEIRMONT WEALTH MANAGEMENT Uniondale about 2main office
61 BREAKWALL INVESTMENT ADVISOR LLC Port Washington $3.5bn about 1main office $3.5bn
62 Advisors Asset Management, Inc. mutual funds · Melville $2.2bn 1 $2.2bn
63 DOCK STREET CAPITAL MANAGEMENT LLC Rye $1.7bn 1 $1.7bn
64 PIPER SANDLER & CO. private equity, institutions, futures · Melville PIPER SANDLER & CO. · 2 related pages $1.3bn 1 $1.3bn
65 SB ADVISORY, LLC institutions · Huntington $1.1bn 1 $1.1bn
66 ALIDADE CAPITAL, LLC real estate · Rye $564.9m 1 $564.9m
67 LEGEIS CAPITAL ADVISORS, LLC futures · Great Neck $497.4m about 1main office $497.4m
68 LAUFER WEALTH MANAGEMENT, LLC Babylon about 1main office
69 PLH FAMILY OFFICE, LLC Garden City about 1main office
70 D. E. SHAW & CO, L.P. hedge funds, futures · Rye D. E. SHAW & CO, L.P. · 2 related pages $213.4bn office $213.4bn
71 Tinicum Inc private equity · Garden City TINICUM INCORPORATED · 2 related pages $4.2bn office $4.2bn
72 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Garden City MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
73 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Melville MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
74 WELLS FARGO & COMPANY/MN wealth · Melville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
75 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Melville PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
76 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Melville TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
77 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Melville Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
78 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Flushing HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
79 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Garden City STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
80 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Manhasset, Great Neck SANTANDER SECURITIES · 10 related pages $159.9bn 2 offices $159.9bn
81 Janney Montgomery Scott LLC wealth · Garden City JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
82 TORONTO DOMINION BANK wealth, bank or insurer · Melville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
83 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Jericho OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
84 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Melville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
85 ALLSTATE CORP structured credit, wealth · Plainview, Oceanside ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
86 Deer Management Co. LLC private equity, venture, futures · Larchmont $20.2bn office $20.2bn
87 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Lynbrook A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
88 GM Advisory Group, LLC Melville $2.6bn based here $2.6bn
89 PFG Investments, LLC Woodbury $2.6bn based here $2.6bn
90 Fusion Family Wealth, LLC Woodbury $1.5bn based here $1.5bn
91 MYDA Advisors LLC hedge funds, futures · Woodmere $821.2m office $821.2m
92 Frisch Financial Group, Inc. Melville $582.9m based here $582.9m
93 SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset $530.5m based here $530.5m
94 STEINBERGANNA WEALTH MANAGEMENT Huntington $246.0m based here $246.0m
95 Long Island Wealth Management, Inc. Melville $242.2m based here $242.2m
96 Sassicaia Capital Advisers LLC Jericho $226.8m based here $226.8m
97 4Thought Financial Group Inc. Syosset $212.8m based here $212.8m
98 RLH Capital LLC hedge funds, private equity · Manhasset RLH Capital LLC · 2 related pages $208.8m based here $208.8m
99 Berbice Capital Management LLC Melville $193.2m based here $193.2m
100 WESTCO ADVISORY SERVICES INC /ADV Lynbrook $165.7m based here $165.7m

140 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.