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.
26 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
PINNACLE WEALTH STRATEGIES, LLC
Albany, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
518-729-1951
Full profileNo website
Full profileNo website
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
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