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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)
Brian P Mccormick

Brian P Mccormick

IAR
RR
CRD#: 6118181
Location:
Bohemia, NY 11716

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
13 years registered
Jennifer Anica Anton

Jennifer Anica Anton

Jennifer Anton
IAR
RR
CRD#: 6034324
Location:
Paramus, NJ 07652-2907

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
14 years registered
Jennifer Jervis Babish

Jennifer Jervis Babish

Jennifer Babish, Jennifer Lynn Jervis
IAR
RR
CRD#: 6037898
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
13 years registered
Michele Pasqualina

Michele Pasqualina

Michele A. Pasqualina, Michele Ann Pasqualina, Michele Pasqualina
IAR
RR
CRD#: 6125535
Location:
Lake Grove, NY 11755-1300

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
Hyun Berkley

Hyun Berkley

Hyun Berkley
IAR
RR
CRD#: 6125730
Location:
Clifton, NJ 07012-2343

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
14 years registered
Douglas Coll

Douglas Coll

Douglas E Coll, Douglas Edward Coll
PR
CRD#: 5721036
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Matthew Scot Bisland

Matthew Scot Bisland

IAR
RR
CRD#: 5008751
Location:
Westport, CT 06880

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
16 years registered
Michael S Guerrero

Michael S Guerrero

IAR
RR
CRD#: 5555806
Location:
Middletown, NJ 07748-1633

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
14 years registered
Ryan Patrick Zacharczyk

Ryan Patrick Zacharczyk

IAR
CRD#: 4587387
Location:
Red Bank, NJ 07701

Registered Affiliation(s):ZYNERGY RETIREMENT PLANNING

Disclosures:
Experience:
26 years registered
Michael P O'connor

Michael P O'connor

Michael Patrick O'connor, Michael O'connor, Michael Patrick Oconnor
IAR
RR
CRD#: 6118872
Location:
Millburn, NJ 07041-1631

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
14 years registered
Gregory Michael Liro

Gregory Michael Liro

Gregory M Liro, Gregory Liro
IAR
CRD#: 5596862
Location:
Greenville, SC 29601

Registered Affiliation(s):COOKSON PEIRCE WEALTH MANAGEMENT

Disclosures:
Experience:
16 years registered
Dennis Robert Miller

Dennis Robert Miller

IAR
RR
CRD#: 2887685
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Garden City, NY 11530

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Robert Mancino

Robert Mancino

Robert Anthony Mancino
IAR
RR
CRD#: 5963559
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10036

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

Disclosures:
Experience:
13 years registered
Nicholas Plate

Nicholas Plate

IAR
RR
CRD#: 6361670
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10019

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

Disclosures:
Experience:
11 years registered
Scott Alexander Zingone

Scott Alexander Zingone

IAR
RR
CRD#: 5835778
CFP®: Certified Financial Planner
Location:
Westport, CT 06880

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
11 years registered
Cijin Hu

Cijin Hu

Lisa Hu
IAR
RR
CRD#: 5506834
Location:
Garden City, NY 11530

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

Disclosures:
Experience:
15 years registered
Graham Alfred Wolfram

Graham Alfred Wolfram

Graham Wolfram
IAR
RR
CRD#: 5929996
Location:
Garden City, NY 11530

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

Disclosures:
Experience:
15 years registered
Parikshit Patel

Parikshit Patel

IAR
RR
CRD#: 6214579
Location:
Garden City, NY 11530-2004

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
13 years registered
Ryan James Meca

Ryan James Meca

Ryan James Meca, Ryan J Meca
IAR
RR
CRD#: 6261345
Location:
Garden City, NY 11530

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

Disclosures:
Experience:
12 years registered
Peter Brandon Abrami

Peter Brandon Abrami

IAR
RR
CRD#: 5484352
Location:
Jericho, NY 11753

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered
Laura Anne Raad

Laura Anne Raad

Laura Anne Cucuzzo, Laura A Raad
IAR
RR
CRD#: 5916661
Location:
Massapequa Park, NY 11762

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
15 years registered
Joyce Ann Streithorst

Joyce Ann Streithorst

IAR
CRD#: 4358107
CFP®: Certified Financial Planner
Location:
Melville, NY 11747

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

Disclosures:
Experience:
15 years registered
Sean William Rooney

Sean William Rooney

Sean W Rooney
RR
CRD#: 2523295
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER SECURITIES, LLC

Disclosures:
Experience:
30 years registered
Gabriel Sakellaridis

Gabriel Sakellaridis

IAR
RR
CRD#: 5862658
Location:
New York, NY 10017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered

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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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