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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)
Alexander Peter Antonucci

Alexander Peter Antonucci

Alexander Antonucci, Alexander P Antonucci, Alexander Peter Antonucci
IAR
RR
CRD#: 6242135
Location:
New York, NY 10023-2802

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
Thomas Scott Breault

Thomas Scott Breault

Thomas Scott Breault
IAR
RR
CRD#: 6311679
Location:
New York, NY 10023-0000

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
12 years registered
Eric M Penna

Eric M Penna

Eric Matthew Pfankuchen Penna
IAR
RR
CRD#: 5579662
Location:
Bedminster, NJ 07921-2642

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered
Alexander M Galasso

Alexander M Galasso

Alexander Michael Galasso
IAR
RR
CRD#: 6075184
Location:
New York, NY 10036

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

Disclosures:
Experience:
13 years registered
Michael Scott Norber

Michael Scott Norber

Michael S Norber, Michael Norber
IAR
RR
CRD#: 6233325
Location:
New York, NY 10036

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

Disclosures:
Experience:
12 years registered
Joshua Ellner

Joshua Ellner

Joshua Noah Ellner
IAR
RR
CRD#: 6229288
Location:
New York, NY 10019

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
12 years registered
Jared Jamael Hardin

Jared Jamael Hardin

IAR
RR
CRD#: 5700616
Location:
Denver, CO

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
16 years registered
Jason Keith Lobato

Jason Keith Lobato

IAR
RR
CRD#: 6295796
Location:
New York City, NY 10006-1404

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
12 years registered
Sarah Swofford

Sarah Swofford

IAR
RR
CRD#: 6117452
Location:
New York, NY 10281

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

Disclosures:
Experience:
12 years registered
Stacie Kristal Weber

Stacie Kristal Weber

Stacie K Hardisty, Stacie Kristal Hardisty, Stacie K Weber, Stacie Kristal Weber
IAR
RR
CRD#: 5938506
Location:
Scarsdale, NY 10583

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Joshua A Hidalgo

Joshua A Hidalgo

IAR
RR
CRD#: 5957857
Location:
New York, NY 10281

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

Disclosures:
Experience:
15 years registered
Brian Akira Mizoguchi

Brian Akira Mizoguchi

Brian Akira Mizoguchi, Brian Mizoguchi
IAR
RR
CRD#: 5959373
Location:
New York, NY 10281

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

Disclosures:
Experience:
15 years registered
Brian Robert Gloria

Brian Robert Gloria

Brian Gloria
IAR
RR
CRD#: 5700637
Location:
Rye Brook, NY 10573

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
15 years registered
Pasqualino Ruffa

Pasqualino Ruffa

IAR
RR
CRD#: 6092682
Location:
Hoboken, NJ 07030

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
12 years registered
Anthony A Carpentieri

Anthony A Carpentieri

Anthony Alan Carpentier
IAR
RR
CRD#: 5299847
Location:
Greenwich, CT 06830

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

Disclosures:
Experience:
15 years registered
Ryan S. Vowinkle

Ryan S. Vowinkle

Ryan Scott Vowinkle
IAR
RR
CRD#: 6217714
Location:
Dallas, TX

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
Conor Matthew Ryan

Conor Matthew Ryan

Conor Matthew Ryan
IAR
CRD#: 4531279
Location:
Purchase, NY 10577

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
25 years registered
Jaime Sue Goodman

Jaime Sue Goodman

Jaime Sue Butterman
IAR
RR
CRD#: 1711531
Location:
White Plains, NY 10601

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

Disclosures:
Experience:
39 years registered
Michael Bain

Michael Bain

IAR
RR
CRD#: 6253009
Location:
Cresskill, NJ 07626-1350

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
13 years registered
Carolyn Lucy Smith-logiudice

Carolyn Lucy Smith-logiudice

Carolyn Lucy Smith, Carolyn Lucy Simone Smith Ms, Carolyn Lucy Simone Smith, Carolyn Lucy Simone Smith
IAR
RR
CRD#: 6245254
Location:
Hauppauge, NY 11788

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
12 years registered
Steven Crevar

Steven Crevar

IAR
CRD#: 5560038
CFP®: Certified Financial Planner
Location:
Hackensack, NJ 07601

Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.

Disclosures:
Experience:
12 years registered
Karen Ann Klenk

Karen Ann Klenk

Karen Ann Galiszewski
IAR
RR
CRD#: 5667980
Location:
Saddle Brook, NJ 07663

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered
Mark Robert Cinotti

Mark Robert Cinotti

IAR
RR
CRD#: 2091873
Location:
Paramus, NJ 07652-2658

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
15 years registered
Jonathan C Philport

Jonathan C Philport

Jonathan C Philport, Jonathan Charles Philport
IAR
RR
CRD#: 6225879
Location:
Paramus, NJ 07652-2647

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
13 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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