Investment advisers in Saratoga Springs, NY
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Shade Tree Advisors LLC | $1.45 billion | 66 | 0 |
| King Wealth Management Group, LLC | $1.08 billion | 8 | 0 |
| Minichmacgregor Wealth Management, LLC | $722.9 million | 10 | 0 |
| Quartz Partners Investment Management | $611.9 million | 26 | 0 |
| Congress Park Capital LLC | $422.3 million | 4 | 0 |
| Continuum Wealth Advisors, LLC | $345.6 million | 7 | 0 |
| Crescent Hill Partners LLC | $298.8 million | 1 | 0 |
| Tailored Wealth Solutions | $271.8 million | 7 | 0 |
| Sterling Manor Financial, LLC | $201.0 million | 3 | 0 |
| Sage Hill Advisory and Management LLC | $73.3 million | 3 | 0 |
| Wpm Wealth Advisors LLC | $72.4 million | 3 | 2 |
| Mcneill Capital, LLC | $40.6 million | 1 | 0 |
| Peak Wealth Management | $39.0 million | 1 | 0 |