Investment adviser firms in SARATOGA SPRINGS, New York
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
13 firms · Source months shown: August 2026
- CONGRESS PARK CAPITAL LLCCRD 150309 · SARATOGA SPRINGS, NY$422,313,266.00Regulatory AUM · August 2026
- CONTINUUM WEALTH ADVISORS, LLCCRD 152895 · SARATOGA SPRINGS, NY$345,582,814.00Regulatory AUM · August 2026
- CRESCENT HILL PARTNERS LLCCRD 166276 · SARATOGA SPRINGS, NY$298,756,272.00Regulatory AUM · August 2026
- KING WEALTH MANAGEMENT GROUP, LLCCRD 159550 · SARATOGA SPRINGS, NY$1,084,132,315.00Regulatory AUM · August 2026
- MCNEILL CAPITAL, LLCCRD 154517 · SARATOGA SPRINGS, NY$40,619,424.00Regulatory AUM · August 2026
- MINICHMACGREGOR WEALTH MANAGEMENT, LLCCRD 151237 · SARATOGA SPRINGS, NY$722,877,131.00Regulatory AUM · August 2026
- PEAK WEALTH MANAGEMENT LLCCRD 332411 · SARATOGA SPRINGS, NY$38,960,000.00Regulatory AUM · August 2026
- QUARTZ PARTNERS, LLCCRD 174327 · SARATOGA SPRINGS, NY$611,945,874.00Regulatory AUM · August 2026
- SAGE HILL ADVISORY AND MANAGEMENT LLCCRD 149365 · SARATOGA SPRINGS, NY$73,324,765.00Regulatory AUM · August 2026
- SHADE TREE ADVISORS LLCCRD 289905 · SARATOGA SPRINGS, NY$1,454,152,031.00Regulatory AUM · August 2026
- STERLING MANOR FINANCIAL, LLCCRD 284218 · SARATOGA SPRINGS, NY$201,005,892.00Regulatory AUM · August 2026
- TAILORED WEALTH SOLUTIONS, LLCCRD 340266 · SARATOGA SPRINGS, NY$271,777,434.00Regulatory AUM · August 2026
- WPM WEALTH ADVISORS LLCCRD 316722 · SARATOGA SPRINGS, NY$72,382,757.00Regulatory AUM · August 2026