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
Joshua Paul Mauk
Registered Affiliation(s):PFS INVESTMENTS INC.
Kathleen Louise Godfrey
Registered Affiliation(s):GODFREY FINANCIAL ASSOCIATES, INC.
Stephen Michael Grey
Registered Affiliation(s):EAGLE STRATEGIES LLC
Gregory E Podgorski
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
David Paul Bushman
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Michael Hollander
Registered Affiliation(s):MORGAN STANLEY
Robert James Hope
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
James Joseph Lynch
Registered Affiliation(s):PKS ADVISORY SERVICES, LLC
Dennis Russell Colavito
Registered Affiliation(s):PKS ADVISORY SERVICES, LLC
Conor Jeffrey Bryant
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
James E Schwartz
Registered Affiliation(s):EQUITY SERVICES, INC.
Olivia Anne Mussett
Registered Affiliation(s):MUSSETT WEALTH MANAGEMENT, LLC
James C Flynn
Registered Affiliation(s):LIFEMARK SECURITIES CORP.
Michele Marie Martin
Registered Affiliation(s):KING WEALTH MANAGEMENT GROUP, LLC
Anthony Emilio Diloreto
Registered Affiliation(s):MFS FUND DISTRIBUTORS, INC.
Jennifer Lindsay Henry
Registered Affiliation(s):CONTINUUM WEALTH ADVISORS, LLC
Amy Sue Seagroatt
Registered Affiliation(s):SHADE TREE ADVISORS LLC
Matthew Thomas Lawson
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Lee Robert Lashombe
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Eric Parker Snell
Registered Affiliation(s):EDWARD JONES
Andrew Polidore
Registered Affiliation(s):PFS INVESTMENTS INC.
Erica L Mcmahon
Registered Affiliation(s):MORGAN STANLEY
Gerard P Sweeney
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Dara Diane Pallatto
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
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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