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
Lindsey Jonathan Nadel
Registered Affiliation(s):CERITY PARTNERS LLC
Douglas A Bonaquist
Registered Affiliation(s):CERITY PARTNERS LLC
Lynda Ann Castellano
Registered Affiliation(s):CERITY PARTNERS LLC
Raymond Baldeo Balroop
Registered Affiliation(s):AVESTAR CAPITAL, LLC
Natalia A Tchetchoulina
Registered Affiliation(s):CERITY PARTNERS LLC
Salvatore Martone
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Alexander Hurst
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alexander Brooks Cass
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Marissa Ann Cassidy
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Sarah Daya
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Samuel M Lewis
Registered Affiliation(s):MORGAN STANLEY
David Raymond Bergerson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew R Nash
Registered Affiliation(s):MORGAN STANLEY
Gregory L Chaskin
Registered Affiliation(s):MORGAN STANLEY
Michael Vincent Paolucci
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Stephen Robert Finelli
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Megan L. Knowles
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Jacob Baum
Registered Affiliation(s):EDWARD JONES
Maria C Schnirman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul George Schulman
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Eileen Polese
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Edgar Rosas
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ellen Marie Mellyn
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Lauren Bellini
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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