New York · 3 advisers
Financial Advisors in Clifton Park, New York
Looking for a financial advisor in Clifton Park, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Clifton Park — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $278.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$278.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Clifton Park
Ranked by AUM · Fees, team & specialties at a glance
HOLISTIC WEALTH ADVISORS
Clifton Park, NY
AUM
$278.7M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518.357.3858
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Clifton Park, NY
AUM
$260.0M
Team
1 employees
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-280-0030
OPTIMUS WEALTH MANAGEMENT GROUP, INC.
Clifton Park, NY
AUM
$0
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
518-688-9006
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Common questions
- How many financial advisors are in Clifton Park, New York?
- 3 registered investment advisers are listed in our Clifton Park directory, sourced from public SEC filings.
- What types of advisors are in Clifton Park?
- 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 Clifton Park?
- 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.