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
Ada Saper
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Peter David Levine
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Shelly M. Newman
Registered Affiliation(s):EDWARD JONES
Michael Leonard Buonassisi
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Paul David Leesman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Aaron Nathan Wolson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John A Marshall
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Christina Schatz
Registered Affiliation(s):MORGAN STANLEY
Mercedes Paratje
Registered Affiliation(s):MORGAN STANLEY
David Craig Lew
Registered Affiliation(s):MORGAN STANLEY
Kim Potvin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan Joseph Rezler
Registered Affiliation(s):CAPTRUST
Kevin P Mcculloch
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shawn G Ryan
Registered Affiliation(s):MORGAN STANLEY
Jonathan Scott Kuttin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark E Peterson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ruth Lambert Gretz
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Anthony J Russo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marilyn Schaja
Registered Affiliation(s):CAPFINANCIAL SECURITIES, LLC.
Nicholas Vincent Mellone
Registered Affiliation(s):DJ WEALTH SYSTEMS, LLC
Jeffrey Scott Vogel
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
William Montgomery Cerf
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jonathan Eric Kass
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alberto Hamonet
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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