Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Latham has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Latham, New York have an average of 14 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63
Minimum Assets Required
Not Specified
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
Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 623 New Loudon Road, Latham, NY, 12110 | $365,728,785 | 1045 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 930 Albany Shaker Road, Ste 104 Latham, NY, 12110 | $154,738,009 | 528 | 2 | A percentage of AUM, Fixed fees |
3 | 950 New Loudon Road, Suite 105 Latham, NY, 12110 | $56,844,994 | 111 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 623 New Loudon Road, Latham, NY, 12110 | $55,269,700 | 264 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 126461
Assets Under Management $365,728,785
No. Of Clients1045
Clients Per Financial Advisor261
GRANEY& KING, LLC is a financial advisory firm situated in Latham, New York. With a nearly $366M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1045 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288654
Assets Under Management $154,738,009
No. Of Clients528
Clients Per Financial Advisor264
MARATHON MISSION, INC. is a financial advisory firm situated in Latham, New York. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 528 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282501
Assets Under Management $56,844,994
No. Of Clients111
Clients Per Financial Advisor37
BROWN FINANCIAL MANAGEMENT GROUP, LLC is a financial advisory firm situated in Latham, New York. With a nearly $57M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321076
Assets Under Management $55,269,700
No. Of Clients264
Clients Per Financial Advisor132
MONTHIE WEALTH ADVISORS is a financial advisory firm situated in Latham, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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