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.
1. United Asset Strategies Inc.
Assets under management
$1,206,300,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
2. Piton Investment Management, Lp
Assets under management
$973,101,300
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
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
3. Flynn Zito Capital Management, LLC
Assets under management
$462,842,938
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
4. La Ferla Group LLC
Assets under management
$258,162,583
Fee structure
A percentage of assets under your management
Fixed fees
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
5. Wilmington Capital Securities, LLC
Assets under management
$146,027,083
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Brixton Capital Wealth Advisors, LLC
Assets under management
$116,401,171
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
7. Meadowbrook Wealth Management, LLC
Assets under management
$56,817,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Pursino Advisory Group LLC
Assets under management
$30,246,450
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Craft Wealth Management LLC
Assets under management
$9,441,500
Fee structure
A percentage of assets under your management
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.