AdvisorRanked

Best Financial Advisors in ALBANY, New York

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

15
Registered Firms
0.95%
Median Fee
of assets/year
$303M
Median AUM
15
Firms Listed
in our database

Top-Ranked Advisors in ALBANY

#1
100

GREENBUSH FINANCIAL GROUP, LLC

ALBANY, NY · Since 2012

$617M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

ALLSQUARE WEALTH MANAGEMENT, LLC

ALBANY, NY · Since 2010

$308M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

ARISTA ADVISORY GROUP, LLC

ALBANY, NY · Since 2016

$144M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

ALBANYADVISOR GROUP LLC

ALBANY, NY · Since 2021

$303M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

BROADWAY ADVISOR GROUP

ALBANY, NY · Since 2022

$215M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

EXTANT CAPITAL LLC

ALBANY, NY · Since 2025

$204M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
95

PKS ADVISORY SERVICES, LLC

ALBANY, NY · Since 2003

$1.1B AUM36 clientsFee: 0%
FiduciaryFee-Only
#8
95

CURRAN WEALTH MANAGEMENT

ALBANY, NY · Since 2004

$804M AUM10 clientsFee: 0%
FiduciaryFee-Only
#9
95

AMIDON & PETERSEN FINANCIALS, LLC

ALBANY, NY · Since 2015

$39M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
95

INDEPENDENT FAMILY OFFICE, LLC

ALBANY, NY · Since 2012

$760M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
95

BLUE JEAN FINANCIAL LLC

ALBANY, NY · Since 2024

$133M AUM7 clientsFee: 0%
FiduciaryFee-Only
#12
92

PARADIGM CAPITAL MANAGEMENT, INC.

ALBANY, NY · Since 1994

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint
#13
92

EDEN ADVISORY SERVICES, LLC

ALBANY, NY · Since 2026

$28M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#14
92

PARADIGM FUNDS ADVISOR LLC

ALBANY, NY · Since 2005

$305M AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint
#15
87

BENJAMIN SECURITIES, INC.

ALBANY, NY · Since 1987

$34M AUM3 clientsFee: 0%
Broker-Dealer1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in ALBANY?

The median advisory fee in ALBANY, NY is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.