Top 9 advisors in Albany
We’ve curated a list of the best financial advisors in Albany, take a look at it below
Find an advisor in Albany| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,304,368,390 | 55 advisors | ||
| 2 | $525,639,006 | 13 advisors | ||
| 3 | $292,964,769 | 4 advisors | ||
| 4 | $254,018,321 | 5 advisors | ||
| 5 | $236,415,792 | 5 advisors | ||
| 6 | $163,551,920 | 3 advisors | ||
| 7 | $65,105,000 | 4 advisors | ||
| 8 | $22,413,517 | 7 advisors | ||
| 9 | $156,702 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Albany, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Albany. 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. Graypoint LLC
Assets under management
$3,304,368,390
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Family Limited Partnerships/family Office Services; Consulting Services
2. Independent Family Office, LLC
Assets under management
$525,639,006
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Reporting
3. Arista Wealth Advisors, Ltd
Assets under management
$292,964,769
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
4. Allsquare Wealth Management, LLC
Assets under management
$254,018,321
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
5. Greenbush Financial Group, LLC
Assets under management
$236,415,792
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Performance-based fees
REVIEW AND MONITORING 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
Publication Of Periodicals Or Newsletters
6. Arista Advisory Group, LLC
Assets under management
$163,551,920
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
- Not sure which one to choose?Use our smart matching tool
7. Sgroi Wealth
Assets under management
$65,105,000
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
8. Albanyadvisor Group LLC
Assets under management
$22,413,517
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. The Affinity Group, LLC
Assets under management
$156,702
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Referral Of Clients To Other Investment Advisers
Your first meeting is free.