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Top 9 advisors in Garden City

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

    See full profile

    Meet the advisor

    377 Oak Street,
    Suite 403,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    401 Franklin Avenue,
    Suite 202b,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    585 Stewart Ave,
    Suite 620,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    1050 Franklin Avenue,
    Suite 400,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    600 Old Country Road,
    Suite 200,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    1305 Franklin Ave,
    Suite 300,
    Garden City,
    New York,
    11530

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    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

    See full profile

    Meet the advisor

    1044 Franklin Avenue,
    Suite 204,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    1325 Franklin Avenue,
    Suite 255,
    Garden City,
    New York,
    11530

  • 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

    See full profile

    Meet the advisor

    377 Oak Street,
    Lower Concourse,
    Garden City,
    New York,
    11530

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