New York · 4 advisers
Financial Advisors in Latham, New York
Looking for a financial advisor in Latham, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in Latham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $484.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$484.4M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Latham
Ranked by AUM · Fees, team & specialties at a glance
GRANEY& KING, LLC
Latham, NY
AUM
$484.4M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-785-6400
MARATHON MISSION, INC.
Latham, NY
AUM
$177.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(518) 689-0773
CAPABLE WEALTH, LLC
Latham, NY
AUM
$21.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-290-7723
MONTHIE WEALTH ADVISORS
Latham, NY
AUM
$71.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
518-786-3534
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Common questions
- How many financial advisors are in Latham, New York?
- 4 registered investment advisers are listed in our Latham directory, sourced from public SEC filings.
- What types of advisors are in Latham?
- 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 Latham?
- 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.