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Financial advisory firms
in Saratoga Springs, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

11 financial advisors13 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

13 advisory firmsCompare public facts. Verify experience directly.
11 financial advisors13 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

CONGRESS PARK CAPITAL LLCCRD 150309

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONTINUUM WEALTH ADVISORS, LLCCRD 152895

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CRESCENT HILL PARTNERS LLCCRD 166276

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KING WEALTH MANAGEMENT GROUP, LLCCRD 159550

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MCNEILL CAPITAL, LLCCRD 154517

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

High net worth individualsFinancial planningPension consulting servicesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MINICHMACGREGOR WEALTH MANAGEMENT, LLCCRD 151237

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PEAK WEALTH MANAGEMENTCRD 332411

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Individuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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QUARTZ PARTNERS INVESTMENT MANAGEMENTCRD 174327

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SAGE HILL ADVISORY AND MANAGEMENT LLCCRD 149365

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SHADE TREE ADVISORS LLCCRD 289905

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STERLING MANOR FINANCIAL, LLCCRD 284218

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TAILORED WEALTH SOLUTIONSCRD 340266

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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WPM WEALTH ADVISORS LLCCRD 316722

Advisory firm

Filed advisory firm office: Saratoga Springs, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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