Fiduciary advisors in Albany, NY
14 registered advisers
As the state capital, where government pensions, university wealth, and upstate New York's regional economy shape a distinctive advisory market, Albany supports a sizable fiduciary advisory market. Fee-only firms account for 12 of the 14 registered practices, or about 86% of the local market.
ALBANYADVISOR GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$303M
Minimum--
Clients925
ALLSQUARE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$285M
Minimum--
Clients486
ARISTA ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$181M
Minimum--
Clients564
BENJAMIN SECURITIES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$34M
Minimum--
Clients68
BLUE JEAN FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$133M
Minimum--
Clients891
BROADWAY ADVISOR GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$167M
Minimum--
Clients644
CURRAN WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$751M
Minimum--
Clients994
EXTANT CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$200M
Minimum--
Clients1
GREENBUSH FINANCIAL GROUP, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$617M
Minimum$250000M
Clients1,288
INDEPENDENT FAMILY OFFICE, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$618M
Minimum--
Clients206
PARADIGM CAPITAL MANAGEMENT, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.2B
Minimum--
Clients74
PARADIGM FUNDS ADVISOR LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$349M
Minimum--
Clients3
PKS ADVISORY SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$905M
Minimum--
Clients4,419
THE ZILLENNIAL ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--