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: 264
Average Clients per Advisor: 7
AUM: $ 4.6B
PKS ADVISORY SERVICES, LLC
CRD#: 125648
Address: 80 State Street, Albany, NY 12207
Clients: 4,287
Average Clients per Advisor: 115
AUM: $ 905M
CURRAN WEALTH MANAGEMENT
CRD#: 132136
Address: 30 S. Pearl Street 9th Floor, Albany, NY, 12207
Clients: 185
Average Clients per Advisor: 18
AUM: $ 751M
INDEPENDENT FAMILY OFFICE, LLC
CRD#: 144811
Address: 677 Broadway 7th Floor, Albany, NY 12207
AUM: $ 618M
GREENBUSH FINANCIAL GROUP, LLC
CRD#: 125500
Address: 159 Wolf Road Suite 101, Albany, NY 12205
Clients: 395
Average Clients per Advisor: 131
AUM: $ 498M
ALLSQUARE WEALTH MANAGEMENT, LLC
CRD#: 153591
Address: 200 Great Oaks Blvd Suite 219, Albany, NY 12203
Clients: 395
Average Clients per Advisor: 98
AUM: $ 285M
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
David Louis Fenelon
Registered Affiliation(s):GALLAGHER FIDUCIARY ADVISORS, LLC
Thomas Francis Wayne
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Harry Edward Cohen
Registered Affiliation(s):STAVIS & COHEN PRIVATE WEALTH, LLC
William Francis Wasserbach
Registered Affiliation(s):FSC SECURITIES CORPORATION
Lynn Erica Barnes
Registered Affiliation(s):NEXT FINANCIAL GROUP, INC.
Robert Michael Schermerhorn
Registered Affiliation(s):LPL FINANCIAL LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
