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
Jeffrey Miller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan M Castle
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Barbara Tutunjian
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Irene B Wickham
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas Edward Brockley
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Dino Joseph Macaluso
Registered Affiliation(s):PKS ADVISORY SERVICES, LLC
Richard William Edwards
Registered Affiliation(s):C. L. KING & ASSOCIATES, INC.
Nicholas Amodio
Registered Affiliation(s):C. L. KING & ASSOCIATES, INC.
Karen Beth Strickler
Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC
Agostino Anthony Pugliese
Registered Affiliation(s):THE MARSHALL FINANCIAL GROUP LLC
Brian Lee Prouty
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Daniel Ellsworth Hutner
Registered Affiliation(s):HUTNER CAPITAL MANAGEMENT INC.
Lee Myrl Spivey JR
Registered Affiliation(s):WEALTH MANAGEMENT PARTNERS, LLC
Daniel D Moerschell
Registered Affiliation(s):MORGAN STANLEY
Cody Alexander Lapage
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kyle Walker Sumple
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Jean Marie Bedell
Registered Affiliation(s):BONADIO WEALTH ADVISORS, LLC
Jesse Flinton
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Robert M Dolfi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph David Stock
Registered Affiliation(s):LAKE STREET
Daniel Paul Gale
Registered Affiliation(s):KING WEALTH MANAGEMENT GROUP, LLC
Bryan Christopher Biagioli
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Daniel Pearsall
Registered Affiliation(s):EAGLE STRATEGIES LLC
Joseph R Dimaggio
Registered Affiliation(s):CADARET, GRANT & CO., 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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