Firms by city
Registered investment advisers in Saratoga Springs, NY
9 SEC-registered advisers headquartered in Saratoga Springs, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Shade Tree Advisors | Saratoga Springs, NY | $1.45B |
| King Wealth Management Group | Saratoga Springs, NY | $1.08B |
| Minichmacgregor Wealth Management | Saratoga Springs, NY | $723M |
| Quartz Partners | Saratoga Springs, NY | $612M |
| Congress Park Capital | Saratoga Springs, NY | $422M |
| Continuum Wealth Advisors | Saratoga Springs, NY | $346M |
| Crescent Hill Partners | Saratoga Springs, NY | $299M |
| Tailored Wealth Solutions | Saratoga Springs, NY | $272M |
| Sterling Manor Financial | Saratoga Springs, NY | $201M |
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $1.45B
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $1.08B
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $723M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $612M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $422M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $346M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $299M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $272M
- Headquarters
- Saratoga Springs, NY
- Regulatory AUM
- $201M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Saratoga Springs on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.