Top 10 advisors in Troy
We’ve curated a list of the best financial advisors in Troy, take a look at it below
Find an advisor in Troy| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $953,742,658 | 8 advisors | ||
| 2 | $781,898,399 | 9 advisors | ||
| 3 | $614,586,891 | 21 advisors | ||
| 4 | $511,346,265 | 1 advisors | ||
| 5 | $489,773,923 | 6 advisors | ||
| 6 | $290,209,212 | 13 advisors | ||
| 7 | $161,401,813 | 3 advisors | ||
| 8 | $156,160,737 | 4 advisors | ||
| 9 | $144,082,029 | 5 advisors | ||
| 10 | $141,147,730 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Troy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Troy. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Straightline
Assets under management
$953,742,658
Fee structure
A percentage of assets under your management
Fixed fees
INSURANCE COMMISSIONS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Consultations
2. Jay A. Fishman, Ltd
Assets under management
$781,898,399
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Isto Advisors, LLC
Assets under management
$614,586,891
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Arbor Wealth Advisors LLC
Assets under management
$511,346,265
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Baron Wealth Management, LLC
Assets under management
$489,773,923
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Consultation Services
6. Mkd Wealth Coaches, LLC
Assets under management
$290,209,212
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. J2 Capital Management, Inc.
Assets under management
$161,401,813
Fee structure
A percentage of assets under your management
Hourly charges
SUBADVISER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Miller Capital
Assets under management
$156,160,737
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Consulting/research
9. Retirement Funding Advisors Inc.
Assets under management
$144,082,029
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Confidential Management Advisors, Inc.
Assets under management
$141,147,730
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.