Top Financial Advisors in Saratoga Springs, New York
Finding the right financial advisor in Saratoga Springs 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 Saratoga Springs, 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 Saratoga Springs, NY.
Find the Best Financial Advisor Firms in Saratoga Springs:
SHADE TREE ADVISORS LLC
CRD#: 289905
Address: 268 Broadway Suite 101, Saratoga Springs, NY 12866
AUM: $ 619M
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
CRD#: 151237
Address: 21 Congress Street Suite 203, Saratoga Springs, NY 12866
Clients: 655
Average Clients per Advisor: 93
AUM: $ 406M
CRESCENT HILL PARTNERS LLC
CRD#: 166276
Address: 40 Long Alley, Saratoga Springs, NY 12866
Clients: 191
Average Clients per Advisor: 191
AUM: $ 254M
CONTINUUM WEALTH ADVISORS, LLC
CRD#: 152895
Address: 18 Division St. Suite 207b, Saratoga Springs, NY 12866
Clients: 233
Average Clients per Advisor: 58
AUM: $ 169M
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
CRD#: 108183
Address: 60 Railroad Pl Ste 104, Saratoga Springs, NY 12866
Clients: 118
Average Clients per Advisor: 39
AUM: $ 167M
COLLEY ASSET MANAGEMENT, INC.
CRD#: 111837
Address: 358 Broadway Suite 204, Saratoga Springs, NY 12866
Clients: 261
Average Clients per Advisor: 261
AUM: $ 154M
How We Chose the Top Financial Advisors in Saratoga Springs, New York
To create this list of top financial advisor firms in Saratoga Springs, 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 Saratoga Springs has to offer.
Search Financial Advisors in Saratoga Springs, New York
Troy Allen Bystol
Tye Lake Pipkin
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Amanda Michele Kowalski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephen Patrick Carleton
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
David J. Penzer
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew Walter Halliday
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Natalie M. Gecewicz
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Richard Dean Smith
Registered Affiliation(s):LPL FINANCIAL LLC
Giovanni Tedesco
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Kevin Patrick Rabbitt
Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Rocky Alexander Francis
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Scott Russell
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Joseph Daniel Rigabar
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Gary William Krisanda
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Donald Lee Dorr
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Kathryn Johnson Gates
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Wilson
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Daniel Andrew Mccarty
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Ross Ramon Fabregas
Registered Affiliation(s):LPL FINANCIAL LLC
Hope M. Salin
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Barbara Chizniak
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Francis Deitz
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jason Dewayne Spears
Registered Affiliation(s):BEAM WEALTH ADVISORS, INC.
Stephen Christopher Simmons
Registered Affiliation(s):EQUITY SERVICES, INC.
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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