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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)
PS

Peter Christopher Siconolfi

IAR
RR
CRD#: 2700596
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
28 years registered
DR

Diane Mcconaghy Robinson

Diane Vivian Mcconaghy
IAR
RR
CRD#: 2991779
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
28 years registered
MB

Marc John Benacci

IAR
RR
CRD#: 3021868
Location:
Rochester, NY

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
28 years registered
RP

Richard Paul Paulson

Richard Paulson
IAR
RR
CRD#: 3095344
Location:
Tampa, FL

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
28 years registered
JM

Jeffrey Scott Marcus

Jeff Scott Marcus, Jeffrey S Marcus
RR
CRD#: 2985991
Location:
New York, NY 10022

Registered Affiliation(s):CANTOR FITZGERALD & CO.

Disclosures:
Experience:
28 years registered
John C Ross

John C Ross

John Cynric Ross
IAR
RR
CRD#: 2304279
CFP®: Certified Financial Planner
Location:
Rye Brook, NY 10573

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
33 years registered
Nicola Riverso

Nicola Riverso

Nick Riverso, Nico Riverso, Nicola N/a Riverso
IAR
RR
CRD#: 2351433
CFP®: Certified Financial Planner
Location:
Red Bank, NJ 07701

Registered Affiliation(s):EQUITY SERVICES, INC.

Disclosures:
Experience:
33 years registered
RH

Richard Habib

IAR
RR
CRD#: 2107790
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Melville, NY 11747

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
36 years registered
RK

Rodney Andrew Kehler

R. Andrew Kehler
IAR
RR
CRD#: 4258560
CIMA®: Certified Investment Management Analyst
Location:
Issaquah, WA

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
26 years registered
MP

Marcus Vincent Persichetti

IAR
RR
CRD#: 4416451
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
25 years registered
FB

Frederick Russell Bitsky

IAR
RR
CRD#: 2113079
CFP®: Certified Financial Planner
Location:
Westport, CT 06880

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
35 years registered
MV

Michael Nicholas Vahl

Michael Nicholas Vahl
RR
CRD#: 3036242
Location:
La Jolla, CA 92037

Registered Affiliation(s):FORESIDE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
LW

Lewis Chandler Williams

IAR
RR
CRD#: 3163621
Location:
Annapolis, MD

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
27 years registered
GH

George Matthew Hnaras

George M Huares, George Matthew Huares
IAR
RR
CRD#: 3187503
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
27 years registered
SK

Shawn Everett Knutson

Shawn Everett Knuston, Shawn Everett Knutson 610, Shawn Knutson
IAR
RR
CRD#: 3260374
Location:
Lakeville, MN

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
27 years registered
Krzysztof Kolba

Krzysztof Kolba

Christopher Kolba
IAR
RR
CRD#: 2518493
CFP®: Certified Financial Planner
Location:
New York, NY 10168

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
32 years registered
Regina Suki Moran

Regina Suki Moran

Regina Suki Moran, Reginasuki Moran, Regina Suki Otohwo
IAR
RR
CRD#: 2463534
CFP®: Certified Financial Planner
Location:
New York, NY 10013

Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.

Disclosures:
Experience:
32 years registered
Joseph Amado Fernandez

Joseph Amado Fernandez

Joseph Fernandez
IAR
RR
CRD#: 2448894
CFP®: Certified Financial Planner
Location:
Miami, FL

Registered Affiliation(s):FIELDPOINT PRIVATE SECURITIES, LLC

Disclosures:
Experience:
32 years registered
Joseph Anthony Graziano

Joseph Anthony Graziano

IAR
RR
CRD#: 2442582
CFP®: Certified Financial Planner
Location:
Bayonne, NJ 07002

Registered Affiliation(s):TFS SECURITIES, INC.

Disclosures:
Experience:
32 years registered
DS

Daniel Scott Sakol

Daniel Scott Rochlin Mr.
RR
CRD#: 2813237
Location:
New York, NY 10107

Registered Affiliation(s):SOGOTRADE, INC.

Disclosures:
Experience:
29 years registered
James Joon Cha

James Joon Cha

Joon Sang Cha
IAR
RR
CRD#: 2438370
CFP®: Certified Financial Planner
Location:
Saddle Brook, NJ 07663

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
PD

Peter Thurston Davis

IAR
RR
CRD#: 1686385
Location:
Paramus, NJ 07652

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
28 years registered
AS

Adam Nickolas Stork

Adam N Stork
IAR
RR
CRD#: 3100084
Location:
Valley Stream, NY 11582

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
27 years registered
Jill Beverly Cooper

Jill Beverly Cooper

Jill B Cooper, Jill Beverly Liebowitz
IAR
RR
CRD#: 2436278
CFP®: Certified Financial Planner
Location:
Pearl River, NY 10965

Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.

Disclosures:
Experience:
32 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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