IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

City

Independent RIAs in Garden City, New York

As of October 2, 2026, 19 independent wealth management RIAs with their main office in Garden City, New York reported $4.4 billion in regulatory assets under management; the largest by assets was United Asset Strategies Inc., with $2.2 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
19
Regulatory assets under management
$4.4 billion
Average per firm
$233.8 million
SEC-registered, of those listed
12 of 19 (63.2%)

Firms by assets

Independent RIAs in Garden City, New York, largest first
#FirmRegistrationRAUMAccounts
1 United Asset Strategies Inc. SEC $2.2 billion 4,208
2 Flynn Zito Capital Management, LLC SEC $773.9 million 1,904
3 Brixton Capital Wealth Advisors, LLC SEC $212.4 million 819
4 The Bendix Financial Group, Inc. SEC $196.6 million 211
5 Davidov Wealth Group, LLC SEC $174.5 million 668
6 Hegarty Advisors, LLC SEC $171.1 million 431
7 Five Eleven Partners SEC $162.7 million 36
8 Stephen J. Garry & Associates, LLC SEC $142.6 million 441
9 Cornerstone Professional Advisor Services, LLC SEC $110.3 million 456
10 Meadowbrook Wealth Management, LLC SEC $110.1 million 260
11 Leslie Marie Giordano SEC $62.6 million 150
12 Castfirm Advisors LLC SEC $30.0 million 34
13 Aries Investment Advisors, LLC State $22.4 million 65
14 Wank & Liptzin Advisory Services LLC State $19.0 million 14
15 Fischer Advisors LLC State $13.6 million 33
16 Hommel Wealth Management, Inc. State $9.8 million 63
17 Navwell Advisors State $7.9 million 12
18 Mott Capital Management LLC State $4.4 million 25
19 Ariston Advisors LLC State $0 0

Independent RIAs in New York, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.