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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 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 registration checks. 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 24, 2025Albany has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Albany, New York have an average of 14 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Albany, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4 Tower Place, Suite 1001 Albany, NY, 12203-3710 | $3,874,573,983 | 579 | 57 | A percentage of AUM, Fixed fees |
| 2 | Nine Elk Street, Albany, NY, 12207 | $1,950,752,259 | 71 | 13 | A percentage of AUM, Performance Based |
| 3 | 30 S. Pearl Street, 9th Floor, Albany, NY, 12207 | $751,123,641 | 994 | 12 | A percentage of AUM, Performance Based |
| 4 | 80 State Street, Albany, NY, 12207 | $697,742,374 | 4457 | 50 | A percentage of AUM, Fixed fees |
| 5 | 677 Broadway, 7th Floor Albany, NY, 12207 | $556,353,136 | 142 | 15 | A percentage of AUM, Fixed fees |
| 6 | 159 Wolf Road, Suite 101 Albany, NY, 12205 | $498,155,634 | 827 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (REVIEW AND MONITORING FEES) |
| 7 | 9 Elk Street, Albany, NY, 12207 | $315,868,096 | 3 | 13 | A percentage of AUM |
| 8 | 20 Corporate Woods Blvd.., Suite 400 Albany, NY, 12211-2396 | $270,450,487 | 936 | 7 | A percentage of AUM, Fixed fees |
| 9 | 200 Great Oaks Blvd, Suite 219 Albany, NY, 12203 | $268,990,739 | 454 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 255 Washington Avenue, Extension Suite 204 Albany, NY, 12205 | $174,618,947 | 575 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 125 Wolf Road, Suite 509 Albany, NY, 12205 | $94,731,737 | 612 | 12 | A percentage of AUM, Fixed fees |
| 12 | 368 Broadway, First Floor Albany, NY, 12207 | $91,942,513 | 443 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 11 N Pearl St Ste 1405, Albany, NY, 12207 | $91,091,678 | 233 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 421 New Karner Road, Suite 6 Albany, NY, 12205 | $33,945,441 | 100 | 12 | A percentage of AUM |
Information on Top Retirement Planning firms in Albany, New York
QualificationsFirm CRD# 135950
Assets Under Management $3,874,573,983
No. Of Clients579
Clients Per Financial Advisor10
GRAYPOINT LLC is a financial advisory firm situated in Albany, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 579 clients. The team consists of 57 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FAMILY LIMITED PARTNERSHIPS/FAMILY OFFICE SERVICES; CONSULTING SERVICES)
QualificationsFirm CRD# 107982
Assets Under Management $1,950,752,259
No. Of Clients71
Clients Per Financial Advisor5
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 71 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 132136
Assets Under Management $751,123,641
No. Of Clients994
Clients Per Financial Advisor83
CURRAN WEALTH MANAGEMENT is a financial advisory firm situated in Albany, New York. With a nearly $751M assets under management, the firm specializes in crafting personalized retirement planning solutions for 994 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 125648
Assets Under Management $697,742,374
No. Of Clients4457
Clients Per Financial Advisor89
PKS ADVISORY SERVICES, LLC is a financial advisory firm situated in Albany, New York. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4457 clients. The team consists of 50 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 144811
Assets Under Management $556,353,136
No. Of Clients142
Clients Per Financial Advisor9
INDEPENDENT FAMILY OFFICE, LLC is a financial advisory firm situated in Albany, New York. With a nearly $556M assets under management, the firm specializes in crafting personalized retirement planning solutions for 142 clients. The team consists of 15 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (REPORTING)
QualificationsFirm CRD# 125500
Assets Under Management $498,155,634
No. Of Clients827
Clients Per Financial Advisor138
GREENBUSH FINANCIAL GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $498M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 6 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
QualificationsFirm CRD# 136481
Assets Under Management $315,868,096
No. Of Clients3
Clients Per Financial Advisor0
PARADIGM FUNDS ADVISOR LLC is a financial advisory firm situated in Albany, New York. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 316226
Assets Under Management $270,450,487
No. Of Clients936
Clients Per Financial Advisor134
ALBANYADVISOR GROUP LLC is a financial advisory firm situated in Albany, New York. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 936 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 153591
Assets Under Management $268,990,739
No. Of Clients454
Clients Per Financial Advisor91
ALLSQUARE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albany, New York. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 285722
Assets Under Management $174,618,947
No. Of Clients575
Clients Per Financial Advisor192
ARISTA ADVISORY GROUP, LLC is a financial advisory firm situated in Albany, New York. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 331138
Assets Under Management $94,731,737
No. Of Clients612
Clients Per Financial Advisor51
BLUE JEAN FINANCIAL LLC is a financial advisory firm situated in Albany, New York. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 324281
Assets Under Management $91,942,513
No. Of Clients443
Clients Per Financial Advisor89
SGROI WEALTH is a financial advisory firm situated in Albany, New York. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 443 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 170884
Assets Under Management $91,091,678
No. Of Clients233
Clients Per Financial Advisor58
DUTCH ASSET CORPORATION is a financial advisory firm situated in Albany, New York. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 233 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 7754
Assets Under Management $33,945,441
No. Of Clients100
Clients Per Financial Advisor8
BENJAMIN SECURITIES, INC. is a financial advisory firm situated in Albany, New York. With a nearly $34M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 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
- Portfolio management for individuals and/or small businesses
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Looking for more choices? Use our free match service to compare retirement planners serving your area.