PARADIGM CAPITAL MANAGEMENT, INC.
Albany, NY
AUM
$2.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
518-431-3500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, ALBANY
20 advisers found
PKS ADVISORY SERVICES, LLC
Albany, NY
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(518) 426-5791
CURRAN WEALTH MANAGEMENT
Albany, NY
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
518-391-4200
INDEPENDENT FAMILY OFFICE, LLC
Albany, NY
AUM
$760.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
518-452-8050
GREENBUSH FINANCIAL GROUP, LLC
Albany, NY
AUM
$616.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
518-477-6686
ALLSQUARE WEALTH MANAGEMENT, LLC
Albany, NY
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(518) 456-8900
PARADIGM FUNDS ADVISOR LLC
Albany, NY
AUM
$305.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
518-431-3500
ALBANYADVISOR GROUP LLC
Albany, NY
AUM
$302.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 689-3577
BROADWAY ADVISOR GROUP
Albany, NY
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-477-3626
EXTANT CAPITAL LLC
Albany, NY
AUM
$204.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-579-9301
ARISTA ADVISORY GROUP, LLC
Albany, NY
AUM
$143.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-464-0319
BLUE JEAN FINANCIAL LLC
Albany, NY
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
518-631-5471
AMIDON & PETERSEN FINANCIALS, LLC
Albany, NY
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-772-3684
BENJAMIN SECURITIES, INC.
Albany, NY
AUM
$33.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
516-931-1090
EDEN ADVISORY SERVICES, LLC
Albany, NY
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(518) 203-8833
DUOMO CAPITAL
Albany, NY
AUM
$715K
Wealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
7143239892
THE AFFINITY GROUP, LLC
Albany, NY
AUM
$678K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
518-776-1140
MIA LEE FINANCIAL
Albany, NY
AUM
$270K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-727-0594
JM ADVISORS, LLC
Albany, NY
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
518-218-1224
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
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