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Find The Best Financial Advisors in Albany, New York
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Albany , New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Albany, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 13 non-vetted financial advisors in Albany, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Albany, New York have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Albany , New York
518-464-9974
Top Financial Advisor Firms in Albany, New York(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GRAYPOINT LLC 4 Tower Place, Suite 1001 Albany, NY, 12203-3710 | 135950 | $3,874,573,983 | 579 | A percentage of AUM, Fixed fees |
| PARADIGM CAPITAL MANAGEMENT, INC. Nine Elk Street, Albany, NY, 12207 | 107982 | $1,950,752,259 | 71 | A percentage of AUM, Performance Based |
| CURRAN WEALTH MANAGEMENT 30 S. Pearl Street, 9th Floor, Albany, NY, 12207 | 132136 | $751,123,641 | 994 | A percentage of AUM, Performance Based |
| PKS ADVISORY SERVICES, LLC 80 State Street, Albany, NY, 12207 | 125648 | $697,742,374 | 4457 | A percentage of AUM, Fixed fees |
| INDEPENDENT FAMILY OFFICE, LLC 677 Broadway, 7th Floor Albany, NY, 12207 | 144811 | $556,353,136 | 142 | A percentage of AUM, Fixed fees |
| GREENBUSH FINANCIAL GROUP, LLC 159 Wolf Road, Suite 101 Albany, NY, 12205 | 125500 | $498,155,634 | 827 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (REVIEW AND MONITORING FEES) |
| PARADIGM FUNDS ADVISOR LLC 9 Elk Street, Albany, NY, 12207 | 136481 | $315,868,096 | 3 | A percentage of AUM |
| ALBANYADVISOR GROUP LLC 20 Corporate Woods Blvd.., Suite 400 Albany, NY, 12211-2396 | 316226 | $270,450,487 | 936 | A percentage of AUM, Fixed fees |
| ALLSQUARE WEALTH MANAGEMENT, LLC 200 Great Oaks Blvd, Suite 219 Albany, NY, 12203 | 153591 | $268,990,739 | 454 | A percentage of AUM, Hourly charges, Fixed fees |
| ARISTA ADVISORY GROUP, LLC 255 Washington Avenue, Extension Suite 204 Albany, NY, 12205 | 285722 | $174,618,947 | 575 | A percentage of AUM, Hourly charges, Fixed fees |
| BLUE JEAN FINANCIAL LLC 125 Wolf Road, Suite 509 Albany, NY, 12205 | 331138 | $94,731,737 | 612 | A percentage of AUM, Fixed fees |
| SGROI WEALTH 368 Broadway, First Floor Albany, NY, 12207 | 324281 | $91,942,513 | 443 | A percentage of AUM, Hourly charges, Fixed fees |
| BENJAMIN SECURITIES, INC. 421 New Karner Road, Suite 6 Albany, NY, 12205 | 7754 | $33,945,441 | 100 | A percentage of AUM |
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