Falists

New York · 15 advisers

Financial Advisors in Saratoga Springs, New York

Looking for a financial advisor in Saratoga Springs, New York? Falists indexes 15 SEC-registered and state-registered investment advisers in Saratoga Springs — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

13

Largest AUM

$1.45B

Financial planning

14

Filter by specialty

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

AllWealth15Planning14Trusts15Retirement8Institutional7

Top advisors in Saratoga Springs

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

View all 15 →

CRESCENT HILL PARTNERS LLC

Saratoga Springs, NY

AUM

$298.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

866-744-3705

Full profileNo website

NYE STREET PARTNERS LLC

Saratoga Springs, NY

AUM

$10.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

518-246-6970

Full profileNo website

More cities in New York

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

Common questions

How many financial advisors are in Saratoga Springs, New York?
15 registered investment advisers are listed in our Saratoga Springs directory, sourced from public SEC filings.
What types of advisors are in Saratoga Springs?
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 Saratoga Springs?
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.