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Find The Best Financial Advisors in Saratoga Springs, 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 Saratoga Springs , New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Saratoga Springs, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 15 non-vetted financial advisors in Saratoga Springs, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Saratoga Springs, New York have an average of 20 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 Saratoga Springs , New York
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Top Financial Advisor Firms in Saratoga Springs, New York(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SHADE TREE ADVISORS LLC 19 Railroad Place, Suite 301 Saratoga Springs, NY, 12866 | 289905 | $794,714,403 | 105 | A percentage of AUM, Fixed fees, Performance Based |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC 21 Congress Street, Suite 203 Saratoga Springs, NY, 12866 | 151237 | $630,016,934 | 2698 | A percentage of AUM, Hourly charges, Fixed fees |
| CONGRESS PARK CAPITAL LLC 57 Phila Street, Saratoga Springs, NY, 12866 | 150309 | $366,480,628 | 392 | A percentage of AUM, Fixed fees |
| CRESCENT HILL PARTNERS LLC 40 Long Alley, Saratoga Springs, NY, 12866 | 166276 | $333,669,808 | 447 | A percentage of AUM, Fixed fees |
| CONTINUUM WEALTH ADVISORS, LLC 18 Division St., Suite 207b Saratoga Springs, NY, 12866 | 152895 | $254,267,440 | 807 | A percentage of AUM, Fixed fees |
| COLLEY ASSET MANAGEMENT, INC. 358 Broadway Suite 204, Saratoga Springs, NY, 12866 | 111837 | $252,632,838 | 465 | A percentage of AUM, Fixed fees |
| QUARTZ PARTNERS INVESTMENT MANAGEMENT 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866 | 174327 | $251,414,069 | 1164 | A percentage of AUM, Fixed fees |
| VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC 60 Railroad Pl, Ste 104 Saratoga Springs, NY, 12866 | 108183 | $176,994,232 | 321 | A percentage of AUM, Hourly charges |
| FAMILY CFO, LLC 130 Excelsior Ave, #410, Saratoga Springs, NY, 12866 | 108891 | $144,500,135 | 168 | A percentage of AUM |
| LEE INVESTMENT MANAGEMENT LLC 63 Putnam St, Suite 202 Saratoga Springs, NY, 12866 | 120535 | $90,508,190 | 301 | A percentage of AUM, Hourly charges |
| SAGE HILL ADVISORY AND MANAGEMENT LLC 242 Nelson Ave, Suite 3 Saratoga Springs, NY, 12866 | 149365 | $67,663,092 | 101 | A percentage of AUM, Hourly charges, Fixed fees |
| WPM WEALTH ADVISORS LLC 63 Putnam Street, Suite 202 Saratoga Springs, NY, 12866 | 316722 | $64,388,000 | 328 | A percentage of AUM |
| TRUE LIVING FINANCIAL 125 High Rock Avenue, Suite 205 Saratoga Springs, NY, 12866 | 154517 | $30,584,968 | 98 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION AND MONITORING FEES) |
| PEAK WEALTH MANAGEMENT 125 High Rock Avenue, Suite 104 Saratoga Springs, NY, 12866 | 332411 | $26,045,798 | 81 | A percentage of AUM, Hourly charges, Fixed fees |
| BRANCHES + ROOTS INVESTMENT MANAGEMENT 92 Congress Street, Second Floor Saratoga Springs, NY, 12866 | 334817 | $0 | 0 | A percentage of AUM, Fixed fees |
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