Find a Financial Advisor in Albany, NY

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

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We Only Work With The Best Albany 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, NY


  • Financial Advisor Close to Albany, 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, 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, NY

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

  • Population: 97,478
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $183,900
  • Average Monthly Housing Cost: $1,028
  • Average Household Income: $66,612
  • 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, 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: 31 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: 10 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: 10 years

ARISTA WEALTH ADVISORS, LTD

Website

(518) 452-3805

255 Washington Avenue Extension
Suite # 104
Albany, NY 12205

SEC#: 801-46380
Years in Business: 28 years

 


Albany, NY Financial Advisor FAQs

Albany is the seat and largest city of Albany County, as well as the capital of the United States state of New York. Albany is located on the Hudson River's west bank, approximately 10 miles (16 kilometers) south of its confluence with the Mohawk River and 135 miles (220 kilometers) north of New York City. Albany's top employer is St. Peter's Health Partners. It has a workforce of 12,000 workers. Albany was designated as the official capital of New York State in 1797. Albany has been a hub for banking, railroads, and international trade since then. Four governors from New York have gone on to become presidents of the United States. It was here that the telegraph, electric motor, and celluloid plastic were all invented. Reach out to only the trusted financial advisors in Albany, NY, the county seat of Albany County and the capital city of its state. Situated on the west bank of the Hudson River, the city is about 10 miles south of its confluence with the Mohawk River, and about 135 miles north of New York City. The city is bordered on the north by the town of Colonie, on the west by the town of Guilderland, and on the south by the town of Bethlehem. Visit the links we have below to connect with financial advisors nearby.

Absolutely. One of the biggest reasons people get into financial trouble even when they are making a good living is not having the right financial advisor. Sit down with a professional and figure out these things early.

Financial advisors typically manage people's investments in stocks, bonds, mutual funds, real estate and other "wealth" generating assets so their lifetime wealth can grow to meet its objectives.

Financial advisors typically get paid as a percentage of the assets that they manage. They also take a fee from those assets each year, usually 1% or 0.5%.

The individual best suited to tell you how to invest your money is an advisor that focuses on your unique goals. Before you hire someone, ask them about their qualifications, credentials and whether or not they will be investing your money based on any conflicts of interest.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.