AdvisorCensus / Financial advisors / New York / Albany, NY / Branch offices
Advisory firms with an office in Albany, NY, headquartered elsewhere
50 investment advisory firms with a principal office outside the Albany, NY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisornet Wealth Partners | Clifton Park, NY | Minnetonka, MN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Albany, NY | Lincoln, NE | SEC-registered investment adviser |
| Alphastar Capital Management | Latham, NY | Cornelius, NC | SEC-registered investment adviser |
| Arrowroot Family Office, LLC | Albany, NY | Marina del Rey, CA | SEC-registered investment adviser |
| Ascent Wealth Partners, LLC | Saratoga Springs, NY | New Hartford, NY | SEC-registered investment adviser |
| Capacuity LLC | Latham, NY | Lake Mary, FL | SEC-registered investment adviser |
| Cerity Partners LLC | Albany, NY | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Albany, NY | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Latham, NY | Schaumburg, IL | SEC-registered investment adviser |
| Citizens Securities, Inc. | Albany, NY | Johnston, RI | SEC-registered investment adviser |
| CPR Investments Inc | Troy, NY | Rochester, MI | SEC-registered investment adviser |
| Creative Planning | Albany, NY | Overland Park, KS | SEC-registered investment adviser |
| Discipline Wealth Solutions, Inc. | Latham, NY | Greenville, SC | SEC-registered investment adviser |
| Dopkins Wealth Management, LLC | Latham, NY | Williamsville, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Clifton Park, NY | Montpelier, VT | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Albany, NY | St. Louis, MO | SEC-registered investment adviser |
| Fort Washington Investment Advisors Inc | Albany, NY | Cincinnati, OH | SEC-registered investment adviser |
| Forum Financial Management, LP | Cohoes, NY | Lombard, IL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Latham, NY | Rolling Meadows, IL | SEC-registered investment adviser |
| Glentra Capital P/S | Albany, NY | Copenhagen, Denmark | Exempt reporting adviser |
| Goldman Sachs & Co. LLC | Cohoes, NY | New York, NY | SEC-registered investment adviser |
| HBW Advisory Services LLC | Latham, NY | Simi Valley, CA | SEC-registered investment adviser |
| High Probability Advisors, LLC | Albany, NY | Pittsford, NY | SEC-registered investment adviser |
| Independent Financial Partners | Albany, NY | Tampa, FL | SEC-registered investment adviser |
| Investment Research Partners | Saratoga Springs, NY | Lemont, PA | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Albany, NY | Philadelphia, PA | SEC-registered investment adviser |
| Key Investment Services LLC | Clifton Park, NY | Brooklyn, OH | SEC-registered investment adviser |
| Meristead Wealth, LLC | Clifton Park, NY | Westlake, TX | SEC-registered investment adviser |
| Milagre Wealth Management, Inc. | Schenectady, NY | White Plains, NY | SEC-registered investment adviser |
| Milliman Advisors, LLC | Albany, NY | Seattle, WA | SEC-registered investment adviser |
| Mountain View Strategic Wealth, LLC | Clifton Park, NY | Hopewell Junction, NY | SEC-registered investment adviser |
| MPWM Advisory Solutions LLC | Albany, NY | Alpharetta, GA | SEC-registered investment adviser |
| NBT Capital Management, Inc. | Saratoga Springs, NY | Norwich, NY | SEC-registered investment adviser |
| Nottingham Advisors Inc. | Latham, NY | Amherst, NY | SEC-registered investment adviser |
| Nottingham Wealth Partners, Inc. | Latham, NY | Syracuse, NY | SEC-registered investment adviser |
| Pinnacle Investments, LLC | Albany, NY | East Syracuse, NY | SEC-registered investment adviser |
| Primerica Advisors | Clifton Park, NY | Duluth, GA | SEC-registered investment adviser |
| Private Advisor Group, LLC | Albany, NY | Morristown, NJ | SEC-registered investment adviser |
| Rockefeller Capital Management | Albany, NY | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Albany, NY | New York, NY | SEC-registered investment adviser |
| Sovereign Financial Group, Inc. | Saratoga Springs, NY | Stamford, CT | SEC-registered investment adviser |
| Sustainable Advisors Alliance LLC | Saratoga Springs, NY | Tulsa, OK | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Latham, NY | New York, NY | SEC-registered investment adviser |
| The Patriot Financial Group, LLC | Albany, NY | Walpole, MA | SEC-registered investment adviser |
| Trillium Wealth LLC | Clifton Park, NY | Winter Park, FL | SEC-registered investment adviser |
| TSA Management Inc | Clifton Park, NY | Glen Head, NY | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Albany, NY | Woodbury, NY | SEC-registered investment adviser |
| Wealthpro, LLC | Wilton, NY | Gloversville, NY | SEC-registered investment adviser |
| Williams Financial, LLC | Saratoga Springs, NY | North Bennington, VT | SEC-registered investment adviser |
| Woodstock Wealth Management, Inc. | Saratoga Springs, NY | Woodstock, GA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Albany, NY on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Latitude Advisors, LLC | Albany, NY | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Albany, NY, headquartered elsewhere. https://advisorcensus.com/advisors/ny/albany/branch-offices https://advisorcensus.com/advisors/ny/albany/branch-offices