Best Financial Advisors in SARATOGA SPRINGS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SARATOGA SPRINGS
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
SARATOGA SPRINGS, NY · Since 2009
CONTINUUM WEALTH ADVISORS, LLC
SARATOGA SPRINGS, NY · Since 2010
CRESCENT HILL PARTNERS LLC
SARATOGA SPRINGS, NY · Since 2013
QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA SPRINGS, NY · Since 2015
STERLING MANOR FINANCIAL, LLC
SARATOGA SPRINGS, NY · Since 2016
WPM WEALTH ADVISORS LLC
SARATOGA SPRINGS, NY · Since 2021
PEAK WEALTH MANAGEMENT
SARATOGA SPRINGS, NY · Since 2024
MCNEILL CAPITAL, LLC
SARATOGA SPRINGS, NY · Since 2024
TAILORED WEALTH SOLUTIONS
SARATOGA SPRINGS, NY · Since 2026
CONGRESS PARK CAPITAL LLC
SARATOGA SPRINGS, NY · Since 2009
KING WEALTH MANAGEMENT GROUP, LLC
SARATOGA SPRINGS, NY · Since 2012
SHADE TREE ADVISORS LLC
SARATOGA SPRINGS, NY · Since 2017
SAGE HILL ADVISORY AND MANAGEMENT LLC
SARATOGA SPRINGS, NY · Since 2009
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SARATOGA SPRINGS?
The median advisory fee in SARATOGA SPRINGS, NY is 0.95% of assets under management per year, based on Form ADV filings from 13 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.