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Find Top Financial Advisors in Albany, New York

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Albany, New York
Last Updated - 11-Aug-2022

Albany has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 49 non-vetted advisors in your local area. These financial advisors in Albany, New York have an average of 14 years of experience.

NOTE: The list of financial advisors in Albany, New York mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Albany, New York.

Qualified Financial Advisors in Albany, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bryant Asset Management
CHARTERED FINANCIAL ANALYST, CFA®
BRYANT ASSET MANAGEMENT
1280 New Scotland Road,
Slingerlands, NY 12159
14 $400 million Not Specified Not Specified

Information on Qualified Financial Advisors in Albany

Qualifications CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

Compensation/Fee Based on Assets, Commissions, Flat Fee


Office Location 1280 New Scotland Road,
Slingerlands,
NY
12159
Phone Number 518-963-5800

About Bryant Asset Management

We provide great service: Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day. We educate: We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations. Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Reid Prinzo is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Albany, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Graypoint Llc
4 Tower Place , Suite 1001,
Albany, NY 12203-3710
$2,900,542,418 450 A percentage of AUM
Hourly charges
Fixed fees
Paradigm Capital Management, Inc.
Nine Elk Street,
Albany, NY 12207
$1,737,643,218 70 A percentage of AUM
Performance Based
Atlas Private Wealth Management, Llc
3 Atrium Drive, Suite 265,
Albany, NY 12205-6400
$1,308,124,496 3485 A percentage of AUM
Hourly charges
Fixed fees
Pks Advisory Services, Llc
80 State Street,
Albany, NY 12207
$976,577,638 4541 A percentage of AUM
Hourly charges
Fixed fees
Curran Wealth Management
30 S. Pearl Street, 9th Floor,
Albany, NY 12207
$643,226,169 834 A percentage of AUM
Fixed fees
Performance Based
Other (WRAP FEE)
Independent Family Office, Llc
677 Broadway , 7th Floor,
Albany, NY 12207
$508,162,463 124 A percentage of AUM
Hourly charges
Fixed fees
Wealthone, Llc
6 Tower Place,
Albany, NY 12203
$492,250,147 1367 A percentage of AUM
Hourly charges
Fixed fees
Greenbush Financial Group, Llc
159 Wolf Road , Suite 101,
Albany, NY 12205
$382,664,300 654 A percentage of AUM
Fixed fees
Commision Based
Performance Based
Other (REVIEW AND MONITORING FEES)
Arista Wealth Advisors, Ltd
255 Washington Avenue Extension , Suite # 104,
Albany, NY 12205
$292,976,357 581 A percentage of AUM
Fixed fees
Allsquare Wealth Management, Llc
200 Great Oaks Blvd , Suite 219,
Albany, NY 12203
$260,000,000 450 A percentage of AUM
Fixed fees
Arista Advisory Group, Llc
255 Washington Avenue , Extension Suite 204,
Albany, NY 12205
$216,643,831 715 A percentage of AUM
Fixed fees
Albanyadvisor Group Llc
20 Corporate Woods Blvd.. , Suite 400,
Albany, NY 12211-2396
$138,878,526 446 A percentage of AUM
Fixed fees
Affinity Bst Advisors, Llc
26 Computer Drive West,
Albany, NY 12205
$88,120,314 190 A percentage of AUM
Hourly charges
Fixed fees
Peter A. Farrell Investment Management Services
435 New Karner Road , Suite 204,
Albany, NY 12205
$62,023,304 62 A percentage of AUM
Fixed fees
Dutch Asset Corporation
11 N Pearl St Ste 1405,
Albany, NY 12207
$30,484,812 117 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Albany, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barber Insurance & Real Estate Services LLC
    Inquire with Barber
    2 Linda Drive, Albany, NY  12205 518-608-4044
    Sasa Mirkovic
    Inquire with Sasa
    80 Wolf Rd, Fl 1, Albany, NY  12205 518-459-5500
    Jeffrey Miller
    Inquire with Jeffrey
    5 Palisades Dr, Ste 320, Albany, NY  12205 518-458-7200
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    80 State Street, 12th Floor, Albany, NY  12207 518-463-4111
    Scott Miller
    Inquire with Scott
    5 Palisades Dr, Ste 320, Albany, NY  12205 518-458-7200
    Maria Natarelli
    Inquire with Maria
    80 Wolf Rd, Fl 1, Albany, NY  12205 518-459-5500
    Peter Bazanos
    Inquire with Peter
    5 Palisades Dr, Ste 320, Albany, NY  12205 518-458-7200
    Thomas F Wayne
    Inquire with Thomas
    5 Palisades Dr, Ste 320, Albany, NY  12205 518-458-7200
    David Needham
    Inquire with David
    4 Atrium Dr, Ste 200, Albany, NY  12205 518-380-2020
    S.M. Miller & Associates
    Inquire with S.M.
    5 Palisades Dr, Ste 320, Albany, NY  12205 518-458-7200
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