Financial advisers in Albany , NY

AUM: $2.4B
Per adviser: $340M
Advisers: 7

Pks Advisory Services, LLC

Albany, NY · Est. 2003

NationalInternational

AUM: $1.1B
Per adviser: $30M
Advisers: 36

No reported disclosures

Curran Wealth Management

Albany, NY · Est. 2004

AUM: $804M
Per adviser: $80M
Advisers: 10

No reported disclosures

Independent Family Office, LLC

Albany, NY · Est. 2012

AUM: $760M
Per adviser: $253M
Advisers: 3

No reported disclosures

Greenbush Financial Group, LLC

Albany, NY · Est. 2012

AUM: $617M
Per adviser: $206M
Advisers: 3

No reported disclosures

Allsquare Wealth Management, LLC

Albany, NY · Est. 2010

Regional

AUM: $308M
Per adviser: $77M
Advisers: 4

No reported disclosures

Paradigm Funds Advisor LLC

Albany, NY · Est. 2005

AUM: $305M
Per adviser: $44M
Advisers: 7

Albanyadvisor Group LLC

Albany, NY · Est. 2021

AUM: $303M
Per adviser: $50M
Advisers: 6

No reported disclosures

Broadway Advisor Group

Albany, NY · Est. 2022

AUM: $215M
Per adviser: $72M
Advisers: 3

No reported disclosures

Extant Capital LLC

Albany, NY · Est. 2025

LocalInternational

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Arista Advisory Group, LLC

Albany, NY · Est. 2016

LocalInternational

AUM: $144M
Per adviser: $144M
Advisers: 1

No reported disclosures

Blue Jean Financial LLC

Albany, NY · Est. 2024

Regional

AUM: $133M
Per adviser: $19M
Advisers: 7

No reported disclosures

Amidon & Petersen Financials, LLC

Albany, NY · Est. 2015

AUM: $39M
Per adviser: $39M
Advisers: 1

No reported disclosures

Benjamin Securities, INC.

Albany, NY · Est. 1987

AUM: $34M
Per adviser: $11M
Advisers: 3

No reported disclosures

Eden Advisory Services, LLC

Albany, NY · Est. 2026