Best Financial Advisors in SARATOGA SPRINGS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SARATOGA SPRINGS
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
SARATOGA SPRINGS, NY · Since 2009
CONTINUUM WEALTH ADVISORS, LLC
SARATOGA SPRINGS, NY · Since 2010
MCNEILL CAPITAL, LLC
SARATOGA SPRINGS, NY · Since 2024
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
TAILORED WEALTH SOLUTIONS
SARATOGA SPRINGS, NY · Since 2026
SAGE HILL ADVISORY AND MANAGEMENT LLC
SARATOGA SPRINGS, NY · Since 2009
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
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 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.