UNITED ASSET STRATEGIES INC.
Garden City, NY
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-222-0021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, GARDEN CITY
16 advisers found
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$773.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 746-9000
WILMINGTON CAPITAL SECURITIES, LLC
Garden City, NY
AUM
$277.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-750-6200
BRIXTON CAPITAL WEALTH ADVISORS, LLC
Garden City, NY
AUM
$212.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
516-222-5300
THE BENDIX FINANCIAL GROUP, INC.
Garden City, NY
AUM
$196.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
516-228-8300
HEGARTY ADVISORS, LLC
Garden City, NY
AUM
$171.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-2323
FIVE ELEVEN PARTNERS
Garden City, NY
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
917-685-1360
STEPHEN J. GARRY & ASSOCIATES, LLC
Garden City, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
516-280-5588
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Garden City, NY
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
516-408-1160
MEADOWBROOK WEALTH MANAGEMENT, LLC
Garden City, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-888-5250
LESLIE MARIE GIORDANO
Garden City, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
516-747-5210
CASTFIRM ADVISORS LLC
Garden City, NY
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(516) 888-9986
ARIES INVESTMENT ADVISORS, LLC
Garden City, NY
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-368-0990
NAVWELL ADVISORS
Garden City, NY
AUM
$7.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(516) 475-2444
WANK & LIPTZIN ADVISORY SERVICES LLC
Garden City, NY
AUM
$19.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges
516-739-0555
Full profileNo website
HOMMEL WEALTH MANAGEMENT, INC.
Garden City, NY
AUM
$9.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-757-8618
Full profileNo website