RIAs in SARATOGA SPRINGS, NY
16 RIAs based in SARATOGA SPRINGS, New York managing a combined $6B.
SHADE TREE ADVISORS LLC
RIASARATOGA SPRINGS, NY
AUM $1.5BTEAM 66REPS 20
KING WEALTH MANAGEMENT GROUP, LLC
RIASARATOGA SPRINGS, NY
AUM $1.1BTEAM 8REPS 9
KERSHNER, GROSSO & CO.
RIASARATOGA SPRINGS, NY
AUM $825MTEAM 6REPS 3
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
RIASARATOGA SPRINGS, NY
AUM $723MTEAM 10REPS 8
CONGRESS PARK CAPITAL LLC
RIASARATOGA SPRINGS, NY
AUM $422MTEAM 4REPS 3
QUARTZ PARTNERS INVESTMENT MANAGEMENT
RIASARATOGA SPRINGS, NY
AUM $398MTEAM 26REPS 28
CONTINUUM WEALTH ADVISORS, LLC
RIASARATOGA SPRINGS, NY
AUM $346MTEAM 7REPS 6
CRESCENT HILL PARTNERS LLC
RIASARATOGA SPRINGS, NY
AUM $299MTEAM 1REPS 1
STERLING MANOR FINANCIAL, LLC
RIASARATOGA SPRINGS, NY
AUM $201MTEAM 3REPS 3
SAGE HILL ADVISORY AND MANAGEMENT LLC
RIASARATOGA SPRINGS, NY
AUM $73.3MTEAM 3REPS 2
WPM WEALTH ADVISORS LLC
RIASARATOGA SPRINGS, NY
AUM $72.4MTEAM 3REPS 3
MCNEILL CAPITAL, LLC
RIASARATOGA SPRINGS, NY
AUM $40.6MTEAM 1REPS 1
PEAK WEALTH MANAGEMENT
RIASARATOGA SPRINGS, NY
AUM $39MTEAM 1REPS 1
SARATOGA INVESTMENT SOLUTIONS INC.
RIASARATOGA SPRINGS, NY
AUM $38.6MTEAM 1REPS 1
NYE STREET PARTNERS LLC
RIASARATOGA SPRINGS, NY
AUM $10MTEAM 8REPS 3
TAILORED WEALTH SOLUTIONS
RIASARATOGA SPRINGS, NY
AUM —TEAM 7REPS 3
Other cities in New York
FINTRX platform
Need contacts and allocation intelligence for these firms?