Top Financial Advisors in Garden City, New York
Finding the right financial advisor in Garden City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Garden City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Garden City, NY.
Find the Best Financial Advisor Firms in Garden City:
UNITED ASSET STRATEGIES INC.
CRD#: 107434
Address: 377 Oak Street Suite 403, Garden City, NY 11530
Clients: 1,112
Average Clients per Advisor: 74
AUM: $ 1.3B
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD#: 152689
Address: 585 Stewart Ave Suite 620, Garden City, NY 11530
Clients: 717
Average Clients per Advisor: 119
AUM: $ 470M
LA FERLA GROUP LLC
CRD#: 174993
Address: 1050 Franklin Avenue Suite 400, Garden City, NY 11530
Clients: 444
Average Clients per Advisor: 88
AUM: $ 276M
WILMINGTON CAPITAL SECURITIES, LLC
CRD#: 133839
Address: 600 Old Country Road Suite 200, Garden City, NY 11530
Clients: 180
In Business for: 21 Years
Average Clients per Advisor: 36
AUM: $ 223M
Disclosures: 2
JRF ASSET ADVISORS, LLC.
CRD#: 126044
Address: 100 Quentin Roosevelt Blvd Suite 516, Garden City, NY 11530
Clients: 253
Average Clients per Advisor: 126
AUM: $ 187M
BRIXTON CAPITAL WEALTH ADVISORS, LLC
CRD#: 288810
Address: 1305 Franklin Ave Suite 300, Garden City, NY 11530
Clients: 393
Average Clients per Advisor: 78
AUM: $ 116M
How We Chose the Top Financial Advisors in Garden City, New York
To create this list of top financial advisor firms in Garden City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Garden City has to offer.
Search Financial Advisors in Garden City, New York
Lars Leo Kofod
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Robert Strzelecki
Registered Affiliation(s):MORGAN STANLEY
Mark Emilio Pericolosi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark Elliot Grossmann
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Reid Horowitz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Sheila Freund Klehm
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alon Steven Plitt
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Riomao
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Calarco
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Alan Correra
Registered Affiliation(s):MORGAN STANLEY
Alyssa C Moeder
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James P Lombardo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gerard J Andrews
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jay Leon Lefkowicz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason Edward Salgado
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael David Paradise
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory Richard Feighan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Martin Sackman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Joseph Lang
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jorge Ciprian
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert James Dowling
Registered Affiliation(s):MODERA WEALTH MANAGEMENT, LLC
Frank Anthony Calderone
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Lee Marquez Hunter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicole Bowler Pecknold
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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