Rialytix insights

Top RIA Firms in Staten Island, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Staten Island, New York. This hub covers 6 matching firms with $542.4M in total reported AUM and median AUM of $92.3M.

Firms

Matching current profiles

Total AUM

$542.4M

Reported regulatory AUM

Median AUM

$92.3M

Across firms with AUM

Largest firm

$147.4M

Chelsea Advisory Services, INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Chelsea Advisory Services, INC CRD 150791 · Corporation	STATEN ISLAND, NY	$147.4M Jul 2026	+$20.5M+16.1%	+$57.9M+64.7%	+$73.6M+99.7%	+$119.7M+432.8%	+11 employees+57.9% over 3Y	+84 accounts+18.1% over 3Y
2. Vcp Financial LLC CRD 167901 · Limited Liability Company	STATEN ISLAND, NY	$142.6M Feb 2026	+$27.9M+24.3%	+$31.8M+28.8%	+$85.3M+149.0%	+$111.9M+365.1%	+1 employees+25.0% over 3Y	-3 accounts-0.7% over 3Y
3. The Hajdari Group, LLC CRD 289331 · Limited Liability Company	STATEN ISLAND, NY	$133.0M Mar 2026	+$21.7M+19.4%	+$53.7M+67.7%	+$63.0M+89.9%	—	-1 employees-33.3% over 3Y	+25 accounts+5.8% over 3Y
4. Purevest CRD 318332 · Limited Liability Company	STATEN ISLAND, NY	$51.6M Mar 2026	+$19.2M+59.5%	+$21.3M+70.5%	—	—	0 employees+0.0% over 3Y	-27 accounts-22.9% over 3Y
5. Wealthnest Capital INC. CRD 281725 · Corporation	STATEN ISLAND, NY	$34.9M Mar 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
6. Leo Wealth Management, LLC CRD 337537 · Limited Liability Company	STATEN ISLAND, NY	$33.0M Mar 2026	—	—	—	—	0 employees+0.0% over Total	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.