City
Wealth management firms in Garden City, New York
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Garden City, New York reported $4.9 billion in regulatory assets under management; the largest by assets was United Asset Strategies Inc., with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $4.9 billion
- Average per firm
- $223.7 million
- SEC-registered, of those listed
- 14 of 22 (63.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | United Asset Strategies Inc. | SEC | $2.2 billion | 4,208 |
| 2 | Flynn Zito Capital Management, LLC | SEC | $773.9 million | 1,904 |
| 3 | Wilmington Capital Securities, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $277.1 million | 258 |
| 4 | Brixton Capital Wealth Advisors, LLC | SEC | $212.4 million | 819 |
| 5 | The Bendix Financial Group, Inc. | SEC | $196.6 million | 211 |
| 6 | First American Asset Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $191.8 million | 266 |
| 7 | Davidov Wealth Group, LLC | SEC | $174.5 million | 668 |
| 8 | Hegarty Advisors, LLC | SEC | $171.1 million | 431 |
| 9 | Five Eleven Partners | SEC | $162.7 million | 36 |
| 10 | Stephen J. Garry & Associates, LLC | SEC | $142.6 million | 441 |
| 11 | Cornerstone Professional Advisor Services, LLC | SEC | $110.3 million | 456 |
| 12 | Meadowbrook Wealth Management, LLC | SEC | $110.1 million | 260 |
| 13 | Leslie Marie Giordano | SEC | $62.6 million | 150 |
| 14 | Castfirm Advisors LLC | SEC | $30.0 million | 34 |
| 15 | Aries Investment Advisors, LLC | State | $22.4 million | 65 |
| 16 | Wank & Liptzin Advisory Services LLC | State | $19.0 million | 14 |
| 17 | Fischer Advisors LLC | State | $13.6 million | 33 |
| 18 | Craft Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $10.7 million | 67 |
| 19 | Hommel Wealth Management, Inc. | State | $9.8 million | 63 |
| 20 | Navwell Advisors | State | $7.9 million | 12 |
| 21 | Mott Capital Management LLC | State | $4.4 million | 25 |
| 22 | Ariston Advisors LLC | State | $0 | 0 |
Wealth management firms 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.