Top Financial Advisors in Albany, New York
Finding the right financial advisor in Albany is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Albany, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Albany, NY.
Find the Best Financial Advisor Firms in Albany:
GRAYPOINT LLC
CRD#: 135950
Address: 4 Tower Place Suite 1001, Albany, NY 12203-3710
Clients: 59
Average Clients per Advisor: 1
AUM: $ 3.4B
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
CRD#: 145331
Address: 3 Atrium Drive, Suite 265, Albany, NY 12205-6400
Clients: 1,196
Average Clients per Advisor: 70
AUM: $ 1.1B
PKS ADVISORY SERVICES, LLC
CRD#: 125648
Address: 80 State Street, Albany, NY 12207
Clients: 4,325
Average Clients per Advisor: 127
AUM: $ 725M
INDEPENDENT FAMILY OFFICE, LLC
CRD#: 144811
Address: 677 Broadway 7th Floor, Albany, NY 12207
AUM: $ 526M
CURRAN WEALTH MANAGEMENT
CRD#: 132136
Address: 30 S. Pearl Street 9th Floor, Albany, NY, 12207
Clients: 189
Average Clients per Advisor: 18
AUM: $ 513M
WEALTHONE, LLC
CRD#: 284679
Address: 6 Tower Place, Albany, NY 12203
Clients: 555
Average Clients per Advisor: 50
AUM: $ 382M
How We Chose the Top Financial Advisors in Albany, New York
To create this list of top financial advisor firms in Albany, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Albany has to offer.
Search Financial Advisors in Albany, New York
Robert Willard Jeffords
Registered Affiliation(s):CETERA ADVISORS LLC
Debra Ann Pollard
Registered Affiliation(s):FENIMORE ASSET MANAGEMENT, INC.
Lawrence Michael Dillon
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
James Dean Elvestrom
Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC
Tracy Ellen Rashford
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Steven Scott Yezzo
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Barnaby Dexter Bullard
Registered Affiliation(s):ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Carol Ann Rappaport
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Melissa Riven Mirabile
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joseph Paul D'anniballe
Registered Affiliation(s):1858 WEALTH MANAGEMENT, LLC
Alex Youssef Jefferson
Registered Affiliation(s):PKS ADVISORY SERVICES, LLC
Davon Alan Bultemeier
Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC
John Ronald Malicki
Registered Affiliation(s):MORGAN STANLEY
Victoria Jane Miller
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Gilbert Todd Chase
Registered Affiliation(s):LPL FINANCIAL LLC
Terrence James Pellitteri
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Philip Charles Gallant
Registered Affiliation(s):OPTIMUS WEALTH MANAGEMENT GROUP, INC.
Richard John Dimaggio
Registered Affiliation(s):TSA MANAGEMENT INC
Kelly Anderson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Kenneth William Leonard
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Donald Charles Reutemann
Registered Affiliation(s):EQUITY SERVICES, INC.
Lakshmi Nagarajan
Registered Affiliation(s):LPL FINANCIAL LLC
Anthony Mark Sanfilippo
Registered Affiliation(s):ETICO PARTNERS, LLC
John Paul Loughlin
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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