Top Financial Advisors in Saratoga Springs, New York
Finding the right financial advisor in Saratoga Springs is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Saratoga Springs, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Saratoga Springs, NY.
Find the Best Financial Advisor Firms in Saratoga Springs:
KING WEALTH MANAGEMENT GROUP, LLC
CRD#: 159550
Address: 270 West Circular Street Suite 1, Saratoga Springs, NY 12866
Clients: 460
Average Clients per Advisor: 57
AUM: $ 1.1B
SHADE TREE ADVISORS LLC
CRD#: 289905
Address: 19 Railroad Place Suite 301, Saratoga Springs, NY 12866
Clients: 8
Average Clients per Advisor: 0
AUM: $ 1.0B
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
CRD#: 151237
Address: 21 Congress Street Suite 203, Saratoga Springs, NY 12866
Clients: 681
Average Clients per Advisor: 97
AUM: $ 630M
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CRD#: 174327
Address: 85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
Clients: 621
Average Clients per Advisor: 28
AUM: $ 398M
LIFEGOAL INVESTMENTS, LLC
CRD#: 327833
Address: Saratoga Springs, NY
Clients: 40
Average Clients per Advisor: 8
AUM: $ 356M
CRESCENT HILL PARTNERS LLC
CRD#: 166276
Address: 40 Long Alley, Saratoga Springs, NY 12866
Clients: 152
Average Clients per Advisor: 152
AUM: $ 299M
How We Chose the Top Financial Advisors in Saratoga Springs, New York
To create this list of top financial advisor firms in Saratoga Springs, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Saratoga Springs has to offer.
Search Financial Advisors in Saratoga Springs, New York
Nichole Demetria Raftopoulos
Cecilio Miranda
Neal Jay Solomon
Robert Michael Schermerhorn
Charles Randal Morris
Bonnie Marie Boyce
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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