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Find Retirement Advisors for Retirement Planning in Saratoga Springs, 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 Saratoga Springs, New York
Last Updated - April 24, 2025Saratoga Springs has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Saratoga Springs, New York have an average of 14 years of experience.
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List of Qualified Retirement Planning Advisors in Saratoga Springs, New York
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Saratoga Springs, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 19 Railroad Place, Suite 301 Saratoga Springs, NY, 12866 | $794,714,403 | 105 | 56 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 21 Congress Street, Suite 203 Saratoga Springs, NY, 12866 | $630,016,934 | 2698 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 57 Phila Street, Saratoga Springs, NY, 12866 | $366,480,628 | 392 | 4 | A percentage of AUM, Fixed fees |
| 4 | 40 Long Alley, Saratoga Springs, NY, 12866 | $333,669,808 | 447 | 1 | A percentage of AUM, Fixed fees |
| 5 | 18 Division St., Suite 207b Saratoga Springs, NY, 12866 | $254,267,440 | 807 | 5 | A percentage of AUM, Fixed fees |
| 6 | 358 Broadway Suite 204, Saratoga Springs, NY, 12866 | $252,632,838 | 465 | 1 | A percentage of AUM, Fixed fees |
| 7 | 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866 | $251,414,069 | 1164 | 18 | A percentage of AUM, Fixed fees |
| 8 | 60 Railroad Pl, Ste 104 Saratoga Springs, NY, 12866 | $176,994,232 | 321 | 5 | A percentage of AUM, Hourly charges |
| 9 | 18 Division Street, Suite 202 Saratoga Springs, NY, 12866 | $160,086,000 | 893 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 130 Excelsior Ave, #410, Saratoga Springs, NY, 12866 | $144,500,135 | 168 | 2 | A percentage of AUM |
| 11 | 63 Putnam St, Suite 202 Saratoga Springs, NY, 12866 | $90,508,190 | 301 | 1 | A percentage of AUM, Hourly charges |
| 12 | 242 Nelson Ave, Suite 3 Saratoga Springs, NY, 12866 | $67,663,092 | 101 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 63 Putnam Street, Suite 202 Saratoga Springs, NY, 12866 | $64,388,000 | 328 | 3 | A percentage of AUM |
| 14 | 125 High Rock Avenue, Suite 205 Saratoga Springs, NY, 12866 | $30,584,968 | 98 | 1 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION AND MONITORING FEES) |
| 15 | 125 High Rock Avenue, Suite 104 Saratoga Springs, NY, 12866 | $26,045,798 | 81 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Saratoga Springs, New York
QualificationsFirm CRD# 289905
Assets Under Management $794,714,403
No. Of Clients105
Clients Per Financial Advisor2
SHADE TREE ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION)
QualificationsFirm CRD# 151237
Assets Under Management $630,016,934
No. Of Clients2698
Clients Per Financial Advisor270
MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $630M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2698 clients. The team consists of 10 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (401K PARTICIPANT ADVICE)
QualificationsFirm CRD# 150309
Assets Under Management $366,480,628
No. Of Clients392
Clients Per Financial Advisor98
CONGRESS PARK CAPITAL LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $366M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 166276
Assets Under Management $333,669,808
No. Of Clients447
Clients Per Financial Advisor447
CRESCENT HILL PARTNERS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 1 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
QualificationsFirm CRD# 152895
Assets Under Management $254,267,440
No. Of Clients807
Clients Per Financial Advisor161
CONTINUUM WEALTH ADVISORS, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 807 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 111837
Assets Under Management $252,632,838
No. Of Clients465
Clients Per Financial Advisor465
COLLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 clients. The team consists of 1 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
QualificationsFirm CRD# 174327
Assets Under Management $251,414,069
No. Of Clients1164
Clients Per Financial Advisor65
QUARTZ PARTNERS INVESTMENT MANAGEMENT is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1164 clients. The team consists of 18 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
- Other (OUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION)
QualificationsFirm CRD# 108183
Assets Under Management $176,994,232
No. Of Clients321
Clients Per Financial Advisor64
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 321 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 284218
Assets Under Management $160,086,000
No. Of Clients893
Clients Per Financial Advisor298
STERLING MANOR FINANCIAL, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 893 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
QualificationsFirm CRD# 108891
Assets Under Management $144,500,135
No. Of Clients168
Clients Per Financial Advisor84
FAMILY CFO, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 168 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 120535
Assets Under Management $90,508,190
No. Of Clients301
Clients Per Financial Advisor301
LEE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 301 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 149365
Assets Under Management $67,663,092
No. Of Clients101
Clients Per Financial Advisor34
SAGE HILL ADVISORY AND MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $68M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 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
- Selection for other advisors
QualificationsFirm CRD# 316722
Assets Under Management $64,388,000
No. Of Clients328
Clients Per Financial Advisor109
WPM WEALTH ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $64M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 154517
Assets Under Management $30,584,968
No. Of Clients98
Clients Per Financial Advisor98
TRUE LIVING FINANCIAL is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $31M assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION 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
- Selection for other advisors
QualificationsFirm CRD# 332411
Assets Under Management $26,045,798
No. Of Clients81
Clients Per Financial Advisor81
PEAK WEALTH MANAGEMENT is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $26M assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 1 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.