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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

RIA

Address: 377 Oak Street Suite 403, Garden City, NY 11530

Clients: 1,138

Average Clients per Advisor: 54

AUM: $ 1.8B

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FLYNN ZITO CAPITAL MANAGEMENT, LLC

CRD#: 152689

RIA

Address: 585 Stewart Ave Suite 620, Garden City, NY 11530

Clients: 580

Average Clients per Advisor: 72

AUM: $ 672M

WILMINGTON CAPITAL SECURITIES, LLC

CRD#: 133839

BD
RIA

Address: 666 Old Country Road Suite 505, Garden City, NY 11530

Clients: 138

In Business for: 21 Years

Average Clients per Advisor: 27

AUM: $ 258M

Disclosures: 2

BRIXTON CAPITAL WEALTH ADVISORS, LLC

CRD#: 288810

RIA

Address: 1305 Franklin Ave Suite 300, Garden City, NY 11530

Clients: 530

Average Clients per Advisor: 132

AUM: $ 177M

THE BENDIX FINANCIAL GROUP, INC.

CRD#: 118999

RIA

Address: 585 Stewart Ave., Suite 314, Garden City, NY 11530

Clients: 145

Average Clients per Advisor: 48

AUM: $ 167M

FIVE ELEVEN FAMILY OFFICE LLC

CRD#: 334002

RIA

Address: 1044 Franklin Avenue Suite 205, Garden City, NY 11530

AUM: $ 131M

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


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Diane E Finnerty
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Diane E Finnerty

Diane V Finnerty, Diane Ventur Finnerty, Diane Finnerty
IAR
RR
CRD#: 2762263
Location:
New York, NY
Company:
MORGAN STANLEY
Disclosures:
Experience:
31 years
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Anita Narendra Srivastava
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Anita Narendra Srivastava

Anita Srivastava
IAR
RR
CRD#: 6267449
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652
Company:
MORGAN STANLEY
Disclosures:
Experience:
12 years
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Anthony J. Macagna
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Anthony J. Macagna

Anthony James Macagna, Anthony Macagna
IAR
RR
CRD#: 5740506
CFP®: Certified Financial Planner
Location:
Ridgewood, NJ
Company:
STRATEGIC ADVISERS LLC
Disclosures:
Experience:
15 years
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Randy Brickman
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Randy Brickman

IAR
RR
CRD#: 2985220
Location:
North Woodmere, NY
Company:
PARK AVENUE SECURITIES LLC
Disclosures:
Experience:
27 years
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Jason Matthew Gilbert
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Jason Matthew Gilbert

IAR
CRD#: 5644266
Location:
Great Neck, NY 11021
Company:
RGA INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
17 years
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Marilyn Schaja

Marilyn Schaja

Marilyn Claire Schaja, Marilyn Spenadel
IAR
RR
CRD#: 1182291
Location:
Lake Success, NY 11042
Company:
CAPTRUST
Disclosures:
Experience:
17 years
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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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