Top financial advisors in Glens Falls, NY
We’ve curated a list of the best financial advisors in Glens Falls, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$124,166,933
Number of advisors
6 advisors
| $124,166,933 | 6 advisors | |
| 2 |
Assets under management
$49,025,236
Number of advisors
1 advisors
| $49,025,236 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Glens Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glens Falls. 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.
North Country Investment Advisers, Inc.
North Country Investment Advisers, Inc. is a financial advisory firm based in Glens Falls, New York. It currently has approximately $124,166,933 of assets under management and employs about 6 people. North Country Investment Advisers, Inc. uses a fee structure of and a percentage of assets under your management.
$124,166,933 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesSloan Advisory Group, Inc.
Sloan Advisory Group, Inc. is a registered investment adviser founded in April 2009 by Rachel Sloan, who serves as the principal owner. The firm manages $53,814,014 on a discretionary basis as of December 31, 2024. Sloan Advisory Group specializes in providing individually tailored investment portfolios and continuous advice based on clients' needs, goals, risk tolerance, and liquidity requirements. The firm offers investment management services and comprehensive financial planning, addressing areas such as cash flow management, college savings, financial goals, insurance, investment analysis, retirement planning, and tax planning strategies. Clients have the option to impose reasonable restrictions on investments, and the firm's fees are based on a percentage of assets under management, with a minimum annual fee of $7,500. Sloan Advisory Group does not participate in wrap fee programs and does not offer performance-based fees. The firm acts as a fiduciary, ensuring that clients' best interests are prioritized. Rachel Sloan, the President and Chief Compliance Officer, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Chartered Retirement Planning Counselor (CRPC®) designation. The firm's investment strategies are guided by modern portfolio theory, focusing on broad diversification and asset allocation to achieve clients' financial goals while managing risks effectively. Clients have the option to grant investment discretion to the firm, and they are encouraged to notify Sloan Advisory Group of any changes in their financial situation or investment objectives. The firm maintains a Business Continuity Plan to ensure uninterrupted service to clients in case of unforeseen events. Rachel Sloan supervises all activities of the firm and upholds high ethical standards outlined in the firm's Code of Ethics and compliance manual.
$49,025,236 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Glens Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glens Falls. 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.
Your first meeting is free.