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Find Retirement Advisors for Retirement Planning in Albany, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Albany, New York
Last Updated - April 19, 2024Albany has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Albany, New York have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Albany, New York
VERIFIEDBryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Commissions, Flat Fee, Based on Assets
VERIFIEDJ. Christopher (Chris) Aiello
JD
Aiello Wealth Management
Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65
Minimum Assets Required
$15,000,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Albany, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GRAYPOINT LLC 4 Tower Place, Suite 1001 Albany, NY, 12203-3710 | $3,371,848,370 | 556 | 55 | A Percentage of AUM, Fixed Fees |
| 2 | PARADIGM CAPITAL MANAGEMENT, INC. Nine Elk Street, Albany, NY, 12207 | $1,535,962,605 | 77 | 11 | A Percentage of AUM, Performance Based |
| 3 | ATLAS PRIVATE WEALTH MANAGEMENT, LLC 3 Atrium Drive, Suite 265, Albany, NY, 12205-6400 | $1,112,214,738 | 3606 | 32 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | PKS ADVISORY SERVICES, LLC 80 State Street, Albany, NY, 12207 | $725,246,094 | 4410 | 46 | A Percentage of AUM, Fixed Fees |
| 5 | INDEPENDENT FAMILY OFFICE, LLC 677 Broadway, 7th Floor Albany, NY, 12207 | $525,800,009 | 133 | 13 | A Percentage of AUM, Fixed Fees |
| 6 | CURRAN WEALTH MANAGEMENT 30 S. Pearl Street, 9th Floor, Albany, NY, 12207 | $513,434,111 | 877 | 12 | A Percentage of AUM |
| 7 | WEALTHONE, LLC 6 Tower Place, Albany, NY, 12203 | $382,150,015 | 1265 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | GREENBUSH FINANCIAL GROUP, LLC 159 Wolf Road, Suite 101 Albany, NY, 12205 | $363,528,916 | 733 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (REVIEW AND MONITORING FEES) |
| 9 | PARADIGM FUNDS ADVISOR LLC 9 Elk Street, Albany, NY, 12207 | $255,431,074 | 3 | 11 | A Percentage of AUM |
| 10 | ALLSQUARE WEALTH MANAGEMENT, LLC 200 Great Oaks Blvd, Suite 219 Albany, NY, 12203 | $254,018,321 | 475 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | ALBANYADVISOR GROUP LLC 20 Corporate Woods Blvd.., Suite 400 Albany, NY, 12211-2396 | $172,685,345 | 563 | 7 | A Percentage of AUM, Fixed Fees |
| 12 | ARISTA ADVISORY GROUP, LLC 255 Washington Avenue, Extension Suite 204 Albany, NY, 12205 | $168,863,304 | 702 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | BROADWAY ADVISOR GROUP, LLC 368 Broadway, First Floor Albany, NY, 12207 | $65,105,000 | 291 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | DUTCH ASSET CORPORATION 11 N Pearl St Ste 1405, Albany, NY, 12207 | $45,127,648 | 194 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | THE AFFINITY GROUP, LLC 4 Tower Place, First Floor Albany, NY, 12203 | $156,702 | 7 | 5 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES) |
Information on Top Retirement Planning firms in Albany, New York
QualificationsFirm CRD# 135950
Assets Under Management $3,371,848,370
No. Of Clients556
Clients Per Financial Advisor10
GRAYPOINT LLC is a financial advisory firm situated in Albany, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 107982
Assets Under Management $1,535,962,605
No. Of Clients77
Clients Per Financial Advisor7
PARADIGM CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Albany, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 145331
Assets Under Management $1,112,214,738
No. Of Clients3606
Clients Per Financial Advisor113
ATLAS PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albany, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3606 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125648
Assets Under Management $725,246,094
No. Of Clients4410
Clients Per Financial Advisor96
PKS ADVISORY SERVICES, LLC is a financial advisory firm situated in Albany, New York. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4410 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 144811
Assets Under Management $525,800,009
No. Of Clients133
Clients Per Financial Advisor10
INDEPENDENT FAMILY OFFICE, LLC is a financial advisory firm situated in Albany, New York. With a nearly $526M assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 132136
Assets Under Management $513,434,111
No. Of Clients877
Clients Per Financial Advisor73
CURRAN WEALTH MANAGEMENT is a financial advisory firm situated in Albany, New York. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 877 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 284679
Assets Under Management $382,150,015
No. Of Clients1265
Clients Per Financial Advisor105
WEALTHONE, LLC is a financial advisory firm situated in Albany, New York. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1265 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 125500
Assets Under Management $363,528,916
No. Of Clients733
Clients Per Financial Advisor147
GREENBUSH FINANCIAL GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 733 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Performance Based
- Other (REVIEW AND MONITORING FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 136481
Assets Under Management $255,431,074
No. Of Clients3
Clients Per Financial Advisor0
PARADIGM FUNDS ADVISOR LLC is a financial advisory firm situated in Albany, New York. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 153591
Assets Under Management $254,018,321
No. Of Clients475
Clients Per Financial Advisor95
ALLSQUARE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albany, New York. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 316226
Assets Under Management $172,685,345
No. Of Clients563
Clients Per Financial Advisor80
ALBANYADVISOR GROUP LLC is a financial advisory firm situated in Albany, New York. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 285722
Assets Under Management $168,863,304
No. Of Clients702
Clients Per Financial Advisor234
ARISTA ADVISORY GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 324281
Assets Under Management $65,105,000
No. Of Clients291
Clients Per Financial Advisor73
BROADWAY ADVISOR GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $65M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 170884
Assets Under Management $45,127,648
No. Of Clients194
Clients Per Financial Advisor65
DUTCH ASSET CORPORATION is a financial advisory firm situated in Albany, New York. With a nearly $45M assets under management, the firm specializes in crafting personalized retirement planning solutions for 194 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 283819
Assets Under Management $156,702
No. Of Clients7
Clients Per Financial Advisor1
THE AFFINITY GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $157K assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (REFERRAL FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.