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
Jeffrey S Skelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Stephen Kitz
Registered Affiliation(s):EDWARD JONES
James M Kelly
Registered Affiliation(s):EDWARD JONES
James Anthony Gargiulo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael George Conway
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Adam Stuart Rosenthal
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jack P Liu
Registered Affiliation(s):MORGAN STANLEY
Tamara Lynn Witham
Registered Affiliation(s):GREENLIFE ADVISORS, LLC
Louis Stephen Meltzer
Registered Affiliation(s):MORGAN STANLEY
Brian C Pfeifler
Registered Affiliation(s):MORGAN STANLEY
Gregg Scott Fisher
Registered Affiliation(s):QUENT CAPITAL, LLC
Robert Cornelius Isbrandtsen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sally Cai
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Justin W Bliss
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Rai Filocomo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Alden Webb
Registered Affiliation(s):CAPTRUST
Susan Marie Kaupie
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Crawford Frame
Registered Affiliation(s):MORGAN STANLEY
Michael John Gorman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Linda Schoff Coletti
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel F Anderson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Edward Feighan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Muriel Ellen Meade
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gil Michael Marcovici
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
