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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

RIA

Address: 377 Oak Street Suite 403, Garden City, NY 11530

Clients: 1,112

Average Clients per Advisor: 74

AUM: $ 1.3B

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FLYNN ZITO CAPITAL MANAGEMENT, LLC

CRD#: 152689

RIA

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

RIA

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

BD
RIA

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

RIA

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

RIA

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


Name or CRD#
Location:
Firm name (optional)
Mynoon F Doro

Mynoon F Doro

Mynoon Doro
IAR
RR
CRD#: 4550705
Location:
New York, NY 10019

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
24 years registered
Lauraine Anton

Lauraine Anton

Lauraine Scheuerman
IAR
RR
CRD#: 4466101
Location:
New York, NY 10011-2156

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Scott Vincent Urbanski

Scott Vincent Urbanski

IAR
RR
CRD#: 4594761
Location:
White Plains, NY 10601

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
24 years registered
Ivy Comia Peterson

Ivy Comia Peterson

Ivy Comia Skidmore
IAR
RR
CRD#: 4531444
Location:
Hauppauge, NY 11788-2948

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Forrest Close

Forrest Close

IAR
RR
CRD#: 2056753
Location:
Stamford, CT 06901

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
22 years registered
Christopher Aurel Manimbo

Christopher Aurel Manimbo

IAR
RR
CRD#: 4567190
Location:
Pinecrest, FL

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Maria Joyce Cappa

Maria Joyce Cappa

Maria Joyce Tomashefsky, Maria J Tomashefsky, Maria Joyce Tomashefsky-Dugan
IAR
RR
CRD#: 2266847
Location:
Bohemia, NY 11716

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Ryan Coyle

Ryan Coyle

IAR
RR
CRD#: 4345264
Location:
Paramus, NJ 07652

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
25 years registered
Alexandre Emilov Grantcharov

Alexandre Emilov Grantcharov

IAR
RR
CRD#: 4568748
Location:
New Rochelle, NY

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Robert Barry Walsh

Robert Barry Walsh

IAR
CRD#: 4554605
CFP®: Certified Financial Planner
Location:
Red Bank, NJ 07701

Registered Affiliation(s):LIGHTHOUSE FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
24 years registered
Philip Pat Andriola

Philip Pat Andriola

IAR
RR
CRD#: 4581535
Location:
Garden City, NY 11530

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Giuseppe Gigliotti

Giuseppe Gigliotti

Guiseppe Gigliotti
IAR
RR
CRD#: 4627771
Location:
Garden City, NY 11530

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
23 years registered
Vasilios Ageletopoulos

Vasilios Ageletopoulos

IAR
RR
CRD#: 4643554
Location:
Dix Hills, NY

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
David Andrew Frisch

David Andrew Frisch

IAR
CRD#: 4547053
CFP®: Certified Financial Planner
Location:
Melville, NY 11747

Registered Affiliation(s):FRISCH FINANCIAL GROUP, INC.

Disclosures:
Experience:
23 years registered
Fernando Milton Massaro

Fernando Milton Massaro

IAR
RR
CRD#: 4693941
Location:
New York, NY 10022

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
23 years registered
Robert Isaac Kurzweil

Robert Isaac Kurzweil

Robert Kurzweil
IAR
RR
CRD#: 2514697
Location:
New York, NY 10017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Joey Grover

Joey Grover

Joey K Grover, Joey K. Grover, Joey Grover
IAR
RR
CRD#: 4209083
Location:
New York, NY 10172

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
23 years registered
Todd Jeremy Forman

Todd Jeremy Forman

Todd Forman
IAR
RR
CRD#: 4637528
Location:
New York, NY 10055

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
23 years registered
Stephen Michael Stabile

Stephen Michael Stabile

Stephen M Stabile
IAR
RR
CRD#: 3272420
Location:
New York, NY 10020

Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Disclosures:
Experience:
24 years registered
Sandeep Lakhmichand Belani

Sandeep Lakhmichand Belani

IAR
RR
CRD#: 5098734
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
23 years registered
Stacy A Francis

Stacy A Francis

Stacy Anne Francis, Stacy A Roose, Stacy Anne Roose
IAR
CRD#: 2939253
CFP®: Certified Financial Planner
Location:
New York, NY 10006

Registered Affiliation(s):FRANCIS FINANCIAL

Disclosures:
Experience:
23 years registered
John Harrison Sargent

John Harrison Sargent

John Harrrison Sargent
IAR
RR
CRD#: 4689890
Location:
Stamford, CT 06902

Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC

Disclosures:
Experience:
23 years registered
Thomas Ignatius Cortese

Thomas Ignatius Cortese

PR
CRD#: 4663045
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Michael Steven Libraty

Michael Steven Libraty

Michael Libraty
IAR
RR
CRD#: 4680586
Location:
Red Bank, NJ 07701

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
23 years registered

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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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