Financial advisers in Saratoga Springs, NY
13 registered investment adviser firms in Saratoga Springs managing $5.6B in assets, based on public SEC Form ADV filings.
Shade Tree Advisors LLC
Saratoga Springs, NY · Est. 2017
- AUM
- $1.5B
- Per adviser
- $69M
- Advisers
- 21
No reported disclosures
King Wealth Management Group, LLC
Saratoga Springs, NY · Est. 2012
- AUM
- $1.1B
- Per adviser
- $136M
- Advisers
- 8
No reported disclosures
Minichmacgregor Wealth Management, LLC
Saratoga Springs, NY · Est. 2009
- AUM
- $723M
- Per adviser
- $103M
- Advisers
- 7
No reported disclosures
Quartz Partners Investment Management
Saratoga Springs, NY · Est. 2015
- AUM
- $612M
- Per adviser
- $28M
- Advisers
- 22
No reported disclosures
Congress Park Capital LLC
Saratoga Springs, NY · Est. 2009
- AUM
- $422M
- Per adviser
- $141M
- Advisers
- 3
No reported disclosures
Continuum Wealth Advisors, LLC
Saratoga Springs, NY · Est. 2010
- AUM
- $346M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Crescent Hill Partners LLC
Saratoga Springs, NY · Est. 2013
- AUM
- $299M
- Per adviser
- $299M
- Advisers
- 1
No reported disclosures
Tailored Wealth Solutions
Saratoga Springs, NY · Est. 2026
- AUM
- $272M
- Per adviser
- $68M
- Advisers
- 4
No reported disclosures
Sterling Manor Financial, LLC
Saratoga Springs, NY · Est. 2016
- AUM
- $201M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Sage Hill Advisory And Management LLC
Saratoga Springs, NY · Est. 2009
- AUM
- $73M
- Per adviser
- $24M
- Advisers
- 3
No reported disclosures
Wpm Wealth Advisors LLC
Saratoga Springs, NY · Est. 2021
- AUM
- $72M
- Per adviser
- $24M
- Advisers
- 3
Mcneill Capital, LLC
Saratoga Springs, NY · Est. 2024
- AUM
- $41M
- Per adviser
- $41M
- Advisers
- 1
No reported disclosures
Peak Wealth Management
Saratoga Springs, NY · Est. 2024
- AUM
- $39M
- Per adviser
- $39M
- Advisers
- 1
No reported disclosures