Find a Financial Advisor in Albany County, NY

 

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We did the hard work of finding trustworthy partners in Albany County, NY.

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We Only Work With The Best Albany County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Albany County, NY


  • Financial Advisor Close to Albany County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Albany County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Albany County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Albany County financial advisors.
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How Retirement-Friendly is Albany County, NY?

  • Population: 306,968
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $227,000
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $89,267
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Albany County, NY

 

PARADIGM CAPITAL MANAGEMENT, INC.

Website

(518) 431-3500

Nine Elk Street

Albany, NY 12207

SEC#: 801-47403
Years in Business: 27 years

STERLING ASSET MANAGEMENT CO INC

Website

(518) 449-8200

125 Wolf Road
Suite 206
Albany, NY 12205

SEC#: 801-38321
Years in Business: 30 years

BST WEALTH MANAGEMENT, LLC

Website

(518) 459-6700

26 Computer Drive West

Albany, NY 12205

SEC#: 801-107966
Years in Business: 5 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 867-4000

6 Tower Place

Albany, NY 12203

SEC#: 801-108219
Years in Business: 5 years

INDEPENDENT FAMILY OFFICE, LLC

Website

(518) 452-8050

677 Broadway
7th Floor
Albany, NY 12207

SEC#: 801-74757
Years in Business: 9 years

PKS ADVISORY SERVICES, LLC

Website

(518) 426-5791

80 State Street

Albany, NY 12207

SEC#: 801-62147
Years in Business: 18 years

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Website

(800) 432-7447

3 Atrium Drive, Suite 265

Albany, NY 12205

SEC#: 801-68444
Years in Business: 14 years

GREENBUSH FINANCIAL GROUP, LLC

Website

(518) 477-6686

159 Wolf Road
Suite 101
Albany, NY 12205

SEC#: 801-73044
Years in Business: 9 years

ARISTA WEALTH ADVISORS, LTD

Website

(518) 452-3805

255 Washington Avenue Extension
Suite # 104
Albany, NY 12205

SEC#: 801-46380
Years in Business: 27 years

 


Albany County, NY Financial Advisor FAQs

The role of financial advisor varies depending on the client's situation, but there are generally three roles that an advisor plays: providing advice on investing and money management, helping clients set up their financial future with a tax charge-back program, and coordinating client services with other professionals such as an architect or a mediator.[
Financial advisor fees depend on the services they provide and the size of the firm. There are different types of financial advisory services provided by different firms; therefore, it is important to know what services are needed to determine their fees range.
You can use an online advisor search or use search engines for a financial advisor in Albany County. However, if you can ask for referrals from friends, family members, or co-workers, they are most likely to recommend financial advisors that have already worked with in your area.
Interviewing your potential financial advisors will help you in deciding which advisor matches your needs.