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 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.
Saratoga Springs 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 Saratoga Springs, New York have an average of 17 years of experience.
J. Christopher (Chris) Aiello
JD
Aiello Wealth Management
Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65
Minimum Assets Required
$15,000,000
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.
Fee-Only, Flat Fee, 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 | SHADE TREE ADVISORS LLC 19 Railroad Place, Suite 301 Saratoga Springs, NY, 12866 | $619,010,700 | 73 | 50 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC 21 Congress Street, Suite 203 Saratoga Springs, NY, 12866 | $406,048,101 | 2380 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CRESCENT HILL PARTNERS LLC 40 Long Alley, Saratoga Springs, NY, 12866 | $254,355,494 | 463 | 1 | A Percentage of AUM, Fixed Fees |
4 | CONGRESS PARK CAPITAL LLC 57 Phila Street, Saratoga Springs, NY, 12866 | $240,821,678 | 336 | 3 | A Percentage of AUM, Fixed Fees |
5 | QUARTZ PARTNERS INVESTMENT MANAGEMENT 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866 | $239,096,806 | 1189 | 22 | A Percentage of AUM, Fixed Fees |
6 | CONTINUUM WEALTH ADVISORS, LLC 18 Division St., Suite 207b Saratoga Springs, NY, 12866 | $169,255,785 | 688 | 5 | A Percentage of AUM |
7 | VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC 60 Railroad Pl, Ste 104 Saratoga Springs, NY, 12866 | $166,717,294 | 312 | 6 | A Percentage of AUM, Hourly charges |
8 | COLLEY ASSET MANAGEMENT, INC. 358 Broadway Suite 204, Saratoga Springs, NY, 12866 | $154,333,337 | 436 | 1 | A Percentage of AUM, Fixed Fees |
9 | STERLING MANOR FINANCIAL, LLC 18 Division Street, Suite 202 Saratoga Springs, NY, 12866 | $151,538,000 | 897 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | FAMILY CFO, LLC 130 Excelsior Ave, #410, Saratoga Springs, NY, 12866 | $94,910,662 | 172 | 2 | A Percentage of AUM |
11 | SARATOGA WEALTH ADVISORS, LLC 340 Broadway, Third Floor, Saratoga Springs, NY, 12866 | $92,953,593 | 289 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | SAGE HILL ADVISORY AND MANAGEMENT LLC 242 Nelson Ave, Suite 3 Saratoga Springs, NY, 12866 | $60,277,439 | 96 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | LEE INVESTMENT MANAGEMENT LLC 63 Putnam St, Suite 202 Saratoga Springs, NY, 12866 | $54,784,952 | 120 | 1 | A Percentage of AUM, Hourly charges |
14 | WPM WEALTH ADVISORS LLC 63 Putnam Street, Suite 202 Saratoga Springs, NY, 12866 | $40,834,000 | 239 | 3 | A Percentage of AUM |
15 | ETICO WEALTH MANAGEMENT LLC 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866 | $225,507 | 2 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 289905
Assets Under Management $619,010,700
No. Of Clients73
Clients Per Financial Advisor1
SHADE TREE ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151237
Assets Under Management $406,048,101
No. Of Clients2380
Clients Per Financial Advisor264
MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2380 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166276
Assets Under Management $254,355,494
No. Of Clients463
Clients Per Financial Advisor463
CRESCENT HILL PARTNERS 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 463 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150309
Assets Under Management $240,821,678
No. Of Clients336
Clients Per Financial Advisor112
CONGRESS PARK CAPITAL LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 336 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 174327
Assets Under Management $239,096,806
No. Of Clients1189
Clients Per Financial Advisor54
QUARTZ PARTNERS INVESTMENT MANAGEMENT is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152895
Assets Under Management $169,255,785
No. Of Clients688
Clients Per Financial Advisor138
CONTINUUM WEALTH ADVISORS, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 688 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108183
Assets Under Management $166,717,294
No. Of Clients312
Clients Per Financial Advisor52
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 312 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111837
Assets Under Management $154,333,337
No. Of Clients436
Clients Per Financial Advisor436
COLLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284218
Assets Under Management $151,538,000
No. Of Clients897
Clients Per Financial Advisor299
STERLING MANOR FINANCIAL, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 897 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108891
Assets Under Management $94,910,662
No. Of Clients172
Clients Per Financial Advisor86
FAMILY CFO, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124529
Assets Under Management $92,953,593
No. Of Clients289
Clients Per Financial Advisor289
SARATOGA WEALTH ADVISORS, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149365
Assets Under Management $60,277,439
No. Of Clients96
Clients Per Financial Advisor32
SAGE HILL ADVISORY AND MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $60M assets under management, the firm specializes in crafting personalized retirement planning solutions for 96 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 120535
Assets Under Management $54,784,952
No. Of Clients120
Clients Per Financial Advisor120
LEE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 120 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316722
Assets Under Management $40,834,000
No. Of Clients239
Clients Per Financial Advisor80
WPM WEALTH ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $41M assets under management, the firm specializes in crafting personalized retirement planning solutions for 239 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151046
Assets Under Management $225,507
No. Of Clients2
Clients Per Financial Advisor1
ETICO WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $226K assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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