Top 10 financial advisors in Saratoga Springs, NY
We’ve curated a list of the best financial advisors in Saratoga Springs, take a look at it below
Find an advisor in Saratoga Springs| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $507,464,179 | 50 advisors | ||
| 2 | $501,300,482 | 9 advisors | ||
| 3 | $200,033,694 | 22 advisors | ||
| 4 | $166,717,294 | 6 advisors | ||
| 5 | $165,991,535 | 5 advisors | ||
| 6 | $149,845,000 | 3 advisors | ||
| 7 | $60,277,439 | 3 advisors | ||
| 8 | $54,784,952 | 1 advisors | ||
| 9 | $40,834,000 | 3 advisors | ||
| 10 | $30,584,968 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Saratoga Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saratoga Springs. 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. Shade Tree Advisors LLC
Assets under management
$507,464,179
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Wealth Management; Family Office; & Asset Allocation
2. Minichmacgregor Wealth Management, LLC
Assets under management
$501,300,482
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
401k Participant Advice
3. Quartz Partners Investment Management
Assets under management
$200,033,694
Fee structure
A percentage of assets under your management
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
Outsourced Cio Research & Security Recommendation
4. Vahanian & Associates Financial Planning Inc
Assets under management
$166,717,294
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Continuum Wealth Advisors, LLC
Assets under management
$165,991,535
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
6. Sterling Manor Financial, LLC
Assets under management
$149,845,000
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
- Not sure which one to choose?Use our smart matching tool
7. Sage Hill Advisory And Management LLC
Assets under management
$60,277,439
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
8. Lee Investment Management LLC
Assets under management
$54,784,952
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
9. Wpm Wealth Advisors LLC
Assets under management
$40,834,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. True Living Financial
Assets under management
$30,584,968
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION 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
Selection Of Other Advisers
Your first meeting is free.