Top 9 advisors in Garden City
We’ve curated a list of the best financial advisors in Garden City, take a look at it below
Find an advisor in Garden City# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $1,206,300,000 | 30 advisors | ||
2 | $973,101,300 | 11 advisors | ||
3 | $462,842,938 | 6 advisors | ||
4 | $258,162,583 | 8 advisors | ||
5 | $146,027,083 | 6 advisors | ||
6 | $116,401,171 | 6 advisors | ||
7 | $56,817,000 | 2 advisors | ||
8 | $30,246,450 | 1 advisors | ||
9 | $9,441,500 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Garden City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Garden City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
United Asset Strategies Inc.
United Asset Strategies Inc. is a financial advisory firm based in Garden City, New York. It currently has approximately $1,206,300,000 of assets under management and employs about 30 people. United Asset Strategies Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,206,300,000
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-41464
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Piton Investment Management, Lp
Piton Investment Management, Lp is a financial advisory firm based in Garden City, New York. It currently has approximately $973,101,300 of assets under management and employs about 11 people. Piton Investment Management, Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$973,101,300
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-107227
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $462,842,938 of assets under management and employs about 6 people. Flynn Zito Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$462,842,938
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71111
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
La Ferla Group LLC
La Ferla Group LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $258,162,583 of assets under management and employs about 8 people. La Ferla Group LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$258,162,583
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-92167
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $146,027,083 of assets under management and employs about 6 people. Wilmington Capital Securities, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$146,027,083
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-101483
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Brixton Capital Wealth Advisors, LLC
Brixton Capital Wealth Advisors, LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $116,401,171 of assets under management and employs about 6 people. Brixton Capital Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$116,401,171
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-110811
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Meadowbrook Wealth Management, LLC
Meadowbrook Wealth Management, LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $56,817,000 of assets under management and employs about 2 people. Meadowbrook Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$56,817,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-110418
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pursino Advisory Group LLC
Pursino Advisory Group LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $30,246,450 of assets under management and employs about 1 people. Pursino Advisory Group LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$30,246,450
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-79264
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Craft Wealth Management LLC
Craft Wealth Management LLC is a financial advisory firm based in Garden City, New York. It currently has approximately $9,441,500 of assets under management and employs about 4 people. Craft Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$9,441,500
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-86170
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.