Adviser Record

Investment advisers in Staten Island, NY

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Chelsea Advisory Services, Inc$147.4 million305
Vcp Financial LLC$142.6 million54
The Hajdari Group, LLC$133.0 million20
Purevest$72.4 million30
Leo Wealth Management, LLC$37.3 million10
Wealthnest Capital Inc.$34.9 million20