AdvisorCensus / Financial advisors / New York / Albany, NY / Charles Schwab
Financial advisors in Albany, NY using Charles Schwab
23 SEC-registered investment advisory firms headquartered in the Albany, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Albanyadvisor Group LLC | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Amidon & Petersen Financials, LLC | Albany | SEC-registered investment adviser | $25 million to $100 million |
| Arista Advisory Group, LLC | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Blue Jean Financial LLC | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Bouchey Financial Group, Ltd. | Troy | SEC-registered investment adviser | $1 billion to $5 billion |
| Continuum Wealth Advisors, LLC | Saratoga Springs | SEC-registered investment adviser | $100 million to $500 million |
| Fagan Associates Inc | Troy | SEC-registered investment adviser | $500 million to $1 billion |
| Fenimore Asset Management, Inc. | Cobleskill | SEC-registered investment adviser | Over $5 billion |
| Happiness in Retirement | Schenectady | SEC-registered investment adviser | $100 million to $500 million |
| Kershner, Grosso & Co. | Saratoga Spring | SEC-registered investment adviser | $500 million to $1 billion |
| Luther Forest Wealth Advisors, L.L.C. | Malta | SEC-registered investment adviser | $25 million to $100 million |
| Marathon Mission, Inc. | Latham | SEC-registered investment adviser | $100 million to $500 million |
| Minichmacgregor Wealth Management, LLC | Saratoga Springs | SEC-registered investment adviser | $500 million to $1 billion |
| Monthie Wealth Advisors | Latham | SEC-registered investment adviser | $25 million to $100 million |
| Mussett Wealth Management, LLC | Rensselaer | SEC-registered investment adviser | $100 million to $500 million |
| Peak Wealth Management | Saratoga Springs | SEC-registered investment adviser | $25 million to $100 million |
| Quartz Partners Investment Management | Saratoga Springs | SEC-registered investment adviser | $500 million to $1 billion |
| Shade Tree Advisors LLC | Saratoga Springs | SEC-registered investment adviser | $1 billion to $5 billion |
| SIP Financial Services | Glenville | SEC-registered investment adviser | $25 million to $100 million |
| Sterling Manor Financial, LLC | Saratoga Springs | SEC-registered investment adviser | $100 million to $500 million |
| Steward Advisors Group, LLC | Halfmoon | SEC-registered investment adviser | $100 million to $500 million |
| Tailored Wealth Solutions | Saratoga Springs | SEC-registered investment adviser | $100 million to $500 million |
| WPM Wealth Advisors LLC | Saratoga Springs | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Albany, NY using Charles Schwab. https://advisorcensus.com/advisors/ny/albany/custodians/charles-schwab https://advisorcensus.com/advisors/ny/albany/custodians/charles-schwab