# Financial advisors for high-net-worth individuals in Albany, NY

> AdvisorCensus lists 55 investment advisory firms with a principal office in the Albany metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/albany/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 55
- Registration: SEC-registered investment adviser: 48, State-registered investment adviser: 7
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 23 (42%); Percentage of assets 52 (95%); Hourly charges 28 (51%); Subscription fees (newsletter or periodical) 2 (4%); Fixed fees 40 (73%); Commissions 1 (2%); Performance-based fees 4 (7%); Other 3 (5%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (9%); $25 million to $100 million 11 (20%); $100 million to $500 million 23 (42%); $500 million to $1 billion 7 (13%); $1 billion to $5 billion 5 (9%); Over $5 billion 2 (4%); Not reported 2 (4%)
- Years registered: Under 5 years 16 (29%); 5 to 9 years 8 (15%); 10 to 19 years 20 (36%); 20 years or more 11 (20%)

## Firms (page 1 of 2, 1 to 50 of 55, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acacia Grove Wealth Management](https://advisorcensus.com/firm/acacia-grove-wealth-management-schenectady-ny-332881) ([md](https://advisorcensus.com/firm/acacia-grove-wealth-management-schenectady-ny-332881.md)) | 332881 | Schenectady, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [Adirondack Research & Management Inc.](https://advisorcensus.com/firm/adirondack-research-and-management-inc-guilderland-ny-130987) ([md](https://advisorcensus.com/firm/adirondack-research-and-management-inc-guilderland-ny-130987.md)) | 130987 | Guilderland, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Aetherion LLC](https://advisorcensus.com/firm/aetherion-llc-albany-ny-340660) ([md](https://advisorcensus.com/firm/aetherion-llc-albany-ny-340660.md)) | 340660 | Albany, NY | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Albanyadvisor Group LLC](https://advisorcensus.com/firm/albanyadvisor-group-llc-albany-ny-316226) ([md](https://advisorcensus.com/firm/albanyadvisor-group-llc-albany-ny-316226.md)) | 316226 | Albany, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Allsquare Wealth Management, LLC](https://advisorcensus.com/firm/allsquare-wealth-management-llc-albany-ny-153591) ([md](https://advisorcensus.com/firm/allsquare-wealth-management-llc-albany-ny-153591.md)) | 153591 | Albany, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Amidon & Petersen Financials, LLC](https://advisorcensus.com/firm/amidon-and-petersen-financials-llc-albany-ny-143079) ([md](https://advisorcensus.com/firm/amidon-and-petersen-financials-llc-albany-ny-143079.md)) | 143079 | Albany, NY | SEC-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Arista Advisory Group, LLC](https://advisorcensus.com/firm/arista-advisory-group-llc-albany-ny-285722) ([md](https://advisorcensus.com/firm/arista-advisory-group-llc-albany-ny-285722.md)) | 285722 | Albany, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Benjamin Securities, Inc.](https://advisorcensus.com/firm/benjamin-securities-inc-albany-ny-7754) ([md](https://advisorcensus.com/firm/benjamin-securities-inc-albany-ny-7754.md)) | 7754 | Albany, NY | SEC-registered investment adviser | $25 million to $100 million | 38 | % of assets |
| [Blue Jean Financial LLC](https://advisorcensus.com/firm/blue-jean-financial-llc-albany-ny-331138) ([md](https://advisorcensus.com/firm/blue-jean-financial-llc-albany-ny-331138.md)) | 331138 | Albany, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Bouchey Financial Group, Ltd.](https://advisorcensus.com/firm/bouchey-financial-group-ltd-troy-ny-111824) ([md](https://advisorcensus.com/firm/bouchey-financial-group-ltd-troy-ny-111824.md)) | 111824 | Troy, NY | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Broadway Advisor Group](https://advisorcensus.com/firm/broadway-advisor-group-albany-ny-324281) ([md](https://advisorcensus.com/firm/broadway-advisor-group-albany-ny-324281.md)) | 324281 | Albany, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Canty Wealth Management](https://advisorcensus.com/firm/canty-wealth-management-ballston-spa-ny-118945) ([md](https://advisorcensus.com/firm/canty-wealth-management-ballston-spa-ny-118945.md)) | 118945 | Ballston Spa, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly |
| [Capable Wealth, LLC](https://advisorcensus.com/firm/capable-wealth-llc-latham-ny-288448) ([md](https://advisorcensus.com/firm/capable-wealth-llc-latham-ny-288448.md)) | 288448 | Latham, NY | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Capital Financial Advisors of New York, LLC](https://advisorcensus.com/firm/capital-financial-advisors-of-new-york-llc-clifton-park-ny-125689) ([md](https://advisorcensus.com/firm/capital-financial-advisors-of-new-york-llc-clifton-park-ny-125689.md)) | 125689 | Clifton Park, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Congress Park Capital LLC](https://advisorcensus.com/firm/congress-park-capital-llc-saratoga-springs-ny-150309) ([md](https://advisorcensus.com/firm/congress-park-capital-llc-saratoga-springs-ny-150309.md)) | 150309 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Continuum Wealth Advisors, LLC](https://advisorcensus.com/firm/continuum-wealth-advisors-llc-saratoga-springs-ny-152895) ([md](https://advisorcensus.com/firm/continuum-wealth-advisors-llc-saratoga-springs-ny-152895.md)) | 152895 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Crescent Hill Partners LLC](https://advisorcensus.com/firm/crescent-hill-partners-llc-saratoga-springs-ny-166276) ([md](https://advisorcensus.com/firm/crescent-hill-partners-llc-saratoga-springs-ny-166276.md)) | 166276 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Curran Wealth Management](https://advisorcensus.com/firm/curran-wealth-management-albany-ny-132136) ([md](https://advisorcensus.com/firm/curran-wealth-management-albany-ny-132136.md)) | 132136 | Albany, NY | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Performance fee |
| [Dutch Asset Corporation](https://advisorcensus.com/firm/dutch-asset-corporation-selkirk-ny-170884) ([md](https://advisorcensus.com/firm/dutch-asset-corporation-selkirk-ny-170884.md)) | 170884 | Selkirk, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Eden Advisory Services, LLC](https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083) ([md](https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083.md)) | 277083 | Albany, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Fagan Associates Inc](https://advisorcensus.com/firm/fagan-associates-inc-troy-ny-107562) ([md](https://advisorcensus.com/firm/fagan-associates-inc-troy-ny-107562.md)) | 107562 | Troy, NY | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly |
| [Fenimore Asset Management, Inc.](https://advisorcensus.com/firm/fenimore-asset-management-inc-cobleskill-ny-110946) ([md](https://advisorcensus.com/firm/fenimore-asset-management-inc-cobleskill-ny-110946.md)) | 110946 | Cobleskill, NY | SEC-registered investment adviser | Over $5 billion | 51 | % of assets |
| [Godfrey Financial Associates, Inc.](https://advisorcensus.com/firm/godfrey-financial-associates-inc-glenmont-ny-126189) ([md](https://advisorcensus.com/firm/godfrey-financial-associates-inc-glenmont-ny-126189.md)) | 126189 | Glenmont, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Goldman Sachs Wealth Services, L.P.](https://advisorcensus.com/firm/goldman-sachs-wealth-services-l-p-cohoes-ny-106693) ([md](https://advisorcensus.com/firm/goldman-sachs-wealth-services-l-p-cohoes-ny-106693.md)) | 106693 | Cohoes, NY | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Subscription, Fixed fee |
| [Graney& King, LLC](https://advisorcensus.com/firm/graney-and-king-llc-latham-ny-126461) ([md](https://advisorcensus.com/firm/graney-and-king-llc-latham-ny-126461.md)) | 126461 | Latham, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Greenbush Financial Group, LLC](https://advisorcensus.com/firm/greenbush-financial-group-llc-albany-ny-125500) ([md](https://advisorcensus.com/firm/greenbush-financial-group-llc-albany-ny-125500.md)) | 125500 | Albany, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Happiness in Retirement](https://advisorcensus.com/firm/happiness-in-retirement-schenectady-ny-159052) ([md](https://advisorcensus.com/firm/happiness-in-retirement-schenectady-ny-159052.md)) | 159052 | Schenectady, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Holistic Wealth Advisors](https://advisorcensus.com/firm/holistic-wealth-advisors-clifton-park-ny-332918) ([md](https://advisorcensus.com/firm/holistic-wealth-advisors-clifton-park-ny-332918.md)) | 332918 | Clifton Park, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Independent Family Office, LLC](https://advisorcensus.com/firm/independent-family-office-llc-albany-ny-144811) ([md](https://advisorcensus.com/firm/independent-family-office-llc-albany-ny-144811.md)) | 144811 | Albany, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee |
| [JM Advisors, LLC](https://advisorcensus.com/firm/jm-advisors-llc-albany-ny-159351) ([md](https://advisorcensus.com/firm/jm-advisors-llc-albany-ny-159351.md)) | 159351 | Albany, NY | State-registered investment adviser | Not reported | 14 | Fixed fee |
| [Kershner, Grosso & Co.](https://advisorcensus.com/firm/kershner-grosso-and-co-saratoga-spring-ny-105696) ([md](https://advisorcensus.com/firm/kershner-grosso-and-co-saratoga-spring-ny-105696.md)) | 105696 | Saratoga Spring, NY | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets |
| [King Wealth Management Group, LLC](https://advisorcensus.com/firm/king-wealth-management-group-llc-saratoga-springs-ny-159550) ([md](https://advisorcensus.com/firm/king-wealth-management-group-llc-saratoga-springs-ny-159550.md)) | 159550 | Saratoga Springs, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Luther Forest Wealth Advisors, L.L.C.](https://advisorcensus.com/firm/luther-forest-wealth-advisors-l-l-c-malta-ny-142714) ([md](https://advisorcensus.com/firm/luther-forest-wealth-advisors-l-l-c-malta-ny-142714.md)) | 142714 | Malta, NY | SEC-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Marathon Mission, Inc.](https://advisorcensus.com/firm/marathon-mission-inc-latham-ny-288654) ([md](https://advisorcensus.com/firm/marathon-mission-inc-latham-ny-288654.md)) | 288654 | Latham, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [McNeill Capital, LLC](https://advisorcensus.com/firm/mcneill-capital-llc-saratoga-springs-ny-154517) ([md](https://advisorcensus.com/firm/mcneill-capital-llc-saratoga-springs-ny-154517.md)) | 154517 | Saratoga Springs, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Minichmacgregor Wealth Management, LLC](https://advisorcensus.com/firm/minichmacgregor-wealth-management-llc-saratoga-springs-ny-151237) ([md](https://advisorcensus.com/firm/minichmacgregor-wealth-management-llc-saratoga-springs-ny-151237.md)) | 151237 | Saratoga Springs, NY | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [Monthie Wealth Advisors](https://advisorcensus.com/firm/monthie-wealth-advisors-latham-ny-321076) ([md](https://advisorcensus.com/firm/monthie-wealth-advisors-latham-ny-321076.md)) | 321076 | Latham, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Mussett Wealth Management, LLC](https://advisorcensus.com/firm/mussett-wealth-management-llc-rensselaer-ny-158463) ([md](https://advisorcensus.com/firm/mussett-wealth-management-llc-rensselaer-ny-158463.md)) | 158463 | Rensselaer, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [NYE Street Partners LLC](https://advisorcensus.com/firm/nye-street-partners-llc-saratoga-springs-ny-316056) ([md](https://advisorcensus.com/firm/nye-street-partners-llc-saratoga-springs-ny-316056.md)) | 316056 | Saratoga Springs, NY | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Paradigm Capital Management, Inc.](https://advisorcensus.com/firm/paradigm-capital-management-inc-albany-ny-107982) ([md](https://advisorcensus.com/firm/paradigm-capital-management-inc-albany-ny-107982.md)) | 107982 | Albany, NY | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Performance fee |
| [PKS Advisory Services, LLC](https://advisorcensus.com/firm/pks-advisory-services-llc-albany-ny-125648) ([md](https://advisorcensus.com/firm/pks-advisory-services-llc-albany-ny-125648.md)) | 125648 | Albany, NY | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee |
| [Quartz Partners Investment Management](https://advisorcensus.com/firm/quartz-partners-investment-management-saratoga-springs-ny-174327) ([md](https://advisorcensus.com/firm/quartz-partners-investment-management-saratoga-springs-ny-174327.md)) | 174327 | Saratoga Springs, NY | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [Retirement Planning Group, LLC](https://advisorcensus.com/firm/retirement-planning-group-llc-malta-ny-310647) ([md](https://advisorcensus.com/firm/retirement-planning-group-llc-malta-ny-310647.md)) | 310647 | Malta, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Sage Hill Advisory and Management LLC](https://advisorcensus.com/firm/sage-hill-advisory-and-management-llc-saratoga-springs-ny-149365) ([md](https://advisorcensus.com/firm/sage-hill-advisory-and-management-llc-saratoga-springs-ny-149365.md)) | 149365 | Saratoga Springs, NY | SEC-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Saratoga Investment Solutions Inc.](https://advisorcensus.com/firm/saratoga-investment-solutions-inc-saratoga-springs-ny-124949) ([md](https://advisorcensus.com/firm/saratoga-investment-solutions-inc-saratoga-springs-ny-124949.md)) | 124949 | Saratoga Springs, NY | State-registered investment adviser | $25 million to $100 million | 23 | Hourly, Fixed fee |
| [Shade Tree Advisors LLC](https://advisorcensus.com/firm/shade-tree-advisors-llc-saratoga-springs-ny-289905) ([md](https://advisorcensus.com/firm/shade-tree-advisors-llc-saratoga-springs-ny-289905.md)) | 289905 | Saratoga Springs, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Simmons Capital Group](https://advisorcensus.com/firm/simmons-capital-group-halfmoon-ny-281122) ([md](https://advisorcensus.com/firm/simmons-capital-group-halfmoon-ny-281122.md)) | 281122 | Halfmoon, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [SIP Financial Services](https://advisorcensus.com/firm/sip-financial-services-glenville-ny-144985) ([md](https://advisorcensus.com/firm/sip-financial-services-glenville-ny-144985.md)) | 144985 | Glenville, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Sterling Manor Financial, LLC](https://advisorcensus.com/firm/sterling-manor-financial-llc-saratoga-springs-ny-284218) ([md](https://advisorcensus.com/firm/sterling-manor-financial-llc-saratoga-springs-ny-284218.md)) | 284218 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Steward Advisors Group, LLC](https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846) ([md](https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846.md)) | 321846 | Halfmoon, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ny/albany/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Albany, NY work with high-net-worth individuals?**
55 investment advisory firms with a principal office in the Albany metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Albany, NY?**
AdvisorCensus lists 78 investment advisory firms with a principal office in the Albany metro area, from Form ADV filings as of October 2026: 52 SEC-registered, 18 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Albany, NY?**
28 of the 78 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Albany, NY offer financial planning?**
58 of the 70 firms in Albany, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Albany, NY fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 28 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in New York](https://advisorcensus.com/advisors/ny) (https://advisorcensus.com/advisors/ny.md)
- [Financial advisors in Albany, NY](https://advisorcensus.com/advisors/ny/albany) (https://advisorcensus.com/advisors/ny/albany.md)
- [Fee-only financial advisors in Albany, NY](https://advisorcensus.com/advisors/ny/albany/fee-only) (https://advisorcensus.com/advisors/ny/albany/fee-only.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Albany, NY: 55 firms from Form ADV filings as of October 2026.