Top 10 financial advisor firms in Garden City

12 SEC-registered financial advisor firms are headquartered in Garden City, NY, with $4.74B in combined regulatory assets under management. The largest by assets are United Asset Strategies ($2.22B), Flynn Zito Capital Management ($774M) and Wilmington Capital Securities ($277M).

12
Financial advisor firms: $4.74B
Their combined AUM: $183M
Median firm AUM: 4,988
Clients of the top 10

The 10 largest by assets

1
United Asset Strategies
RIA
$2.22B
Regulatory AUM
2
Flynn Zito Capital Management
RIA
$774M
Regulatory AUM
3
Wilmington Capital Securities
RIA
$277M
0.50% to 2.00% a year
4
Brixton Capital Wealth Advisors
RIA
$212M
0.50% to 1.75% a year
5
The Bendix Financial Group
RIA
$197M
Regulatory AUM
6
First American Asset Advisory
RIA
$192M
0.50% to 2.75% a year
7
Davidov Wealth Group
RIA
$174M
0.99% to 0.99% a year
8
Hegarty Advisors
RIA
$171M
0.20% to 0.80% a year
9
Five Eleven Family Office
RIA
$163M
Regulatory AUM
10
Stephen J. Garry & Associates
RIA
$143M
1.00% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

United Asset Strategies

United Asset Strategies is an investment adviser based in Garden City, NY, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.22 billion, as filed on 9 July 2026.

Regulatory AUM: $2.22B
Clients: 1,673
Advisory staff: 21
Founded: 1992
Custodians: Charles Schwab
Headquarters: 377 Oak Street, Suite 403, Garden City, NY 11530
Phone: 516-222-0021
Website: unitedasset.com

No. 2 · RIA

Flynn Zito Capital Management

Flynn Zito Capital Management is an investment adviser based in Garden City, NY, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $774 million, as filed on 25 February 2026.

Regulatory AUM: $774M
Clients: 1,073
Advisory staff: 7
Founded: 2010
Custodians: LPL Financial
Headquarters: 585 Stewart Ave, Suite 620, Garden City, NY 11530
Phone: 516-746-9000
Website: flynnzito.com

No. 3 · RIA

Wilmington Capital Securities

Wilmington Capital Securities is an investment adviser based in Garden City, NY, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $277 million, as filed on 30 March 2026.

Wilmington Capital Securities charges 0.50%–2.00% a year for its Asset Management Fees.

Regulatory AUM: $277M
Clients: 177
Advisory staff: 5
Fee schedule: 0.50% to 2.00% a year
Headquarters: 666 Old Country Road, Suite 505, Garden City, NY 11530
Phone: 516-750-6200

No. 4 · RIA

Brixton Capital Wealth Advisors

Brixton Capital Wealth Advisors is an investment adviser based in Garden City, NY, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $212 million, as filed on 6 March 2026.

Brixton Capital Wealth Advisors charges 0.50%–1.75% a year for its Portfolio Management Services.

Regulatory AUM: $212M
Clients: 819
Advisory staff: 4
Fee schedule: 0.50% to 1.75% a year
Headquarters: 1305 Franklin Ave, Suite 300, Garden City, NY 11530
Phone: 516-222-5300

No. 5 · RIA

The Bendix Financial Group

The Bendix Financial Group is an investment adviser based in Garden City, NY, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $197 million, as filed on 8 September 2026.

Regulatory AUM: $197M
Clients: 211
Advisory staff: 3
Headquarters: 585 Stewart Ave., Suite 314, Garden City, NY 11530
Phone: 516-228-8300
Website: bendixfinancial.com

No. 6 · RIA

First American Asset Advisory

First American Asset Advisory is an investment adviser based in Garden City, NY, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $192 million, as filed on 31 March 2026.

First American Asset Advisory charges 0.50%–2.75% a year for its Investment Management Fees.

Regulatory AUM: $192M
Clients: 266
Advisory staff: 6
Fee schedule: 0.50% to 2.75% a year
Custodians: RBC Capital Markets
Headquarters: 59 Hilton Avenue, Suite 101, Garden City, NY 11530
Phone: 516-622-3100
Website: firstaaa.com

No. 7 · RIA

Davidov Wealth Group

Davidov Wealth Group is an investment adviser based in Garden City, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $174 million, as filed on 31 July 2026.

Davidov Wealth Group charges 0.99% a year for its Investment Supervisory Services.

Regulatory AUM: $174M
Clients: 363
Advisory staff: 2
Fee schedule: 0.99% to 0.99% a year
Custodians: Charles Schwab
Headquarters: 1122 Franklin Avenue, Suite 102, Garden City, NY 11530
Phone: 516-587-5550
Website: davidovfinancial.com

No. 8 · RIA

Hegarty Advisors

Hegarty Advisors is an investment adviser based in Garden City, NY, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $171 million, as filed on 13 January 2026.

Hegarty Advisors charges 0.20%–0.80% a year for its Investment Management Services.

Regulatory AUM: $171M
Clients: 101
Advisory staff: 2
Fee schedule: 0.20% to 0.80% a year
Custodians: Charles Schwab
Headquarters: 1461 Franklin Ave, Garden City, NY 11530
Phone: 516-280-2323

No. 9 · RIA

Five Eleven Family Office

Five Eleven Family Office is an investment adviser based in Garden City, NY, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $163 million, as filed on 7 July 2026.

Regulatory AUM: $163M
Clients: 5
Advisory staff: 4
Custodians: Fidelity
Headquarters: 1044 Franklin Avenue, Suite 205, Garden City, NY 11530
Phone: 917-685-1360
Website: five11partners.com

No. 10 · RIA

Stephen J. Garry & Associates

Stephen J. Garry & Associates is an investment adviser based in Garden City, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $143 million, as filed on 24 March 2026.

Stephen J. Garry & Associates charges 1.00%–1.50% a year for its Investment Management Services.

Regulatory AUM: $143M
Clients: 300
Advisory staff: 3
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 990 Stewart Avenue, Suite 190, Garden City, NY 11530
Phone: 516-280-5588
Website: stephengarrywealthmgmt.com

Questions about financial advisors in Garden City

How many financial advisor firms are headquartered in Garden City?

12 SEC-registered financial advisor firms report their principal office in Garden City, NY, managing $4.74B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Garden City?

United Asset Strategies, with $2.22B in regulatory assets under management on its latest Form ADV. The next largest are Flynn Zito Capital Management ($774M) and Wilmington Capital Securities ($277M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Garden City?

The median firm manages $183M in regulatory assets. That is the midpoint of the 12 firms headquartered in Garden City.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Garden City charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Garden City?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Garden City has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Garden City

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