Falists

New York · 26 advisers

Financial Advisors in Albany, New York

Looking for a financial advisor in Albany, New York? Falists indexes 26 SEC-registered and state-registered investment advisers in Albany — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 21 firms list a website you can visit directly. Firms in this directory manage up to $2.38B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

26

With website

21

Largest AUM

$2.38B

Financial planning

15

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth20Planning15Trusts15Retirement8Institutional9

Top advisors in Albany

Ranked by AUM · Fees, team & specialties at a glance

View all 26 →

LAHONTAN CAPITAL LLC

Albany, NY

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

8016020132

Full profileNo website
View all 26 advisors in Albany

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Albany, New York?
26 registered investment advisers are listed in our Albany directory, sourced from public SEC filings.
What types of advisors are in Albany?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Albany?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.