Top 9 advisors in Albany

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

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    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

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