AdvisorCensus / Financial advisors / New York / Albany, NY / New firms

New investment advisory firms in Albany, NY

10 investment advisory firms in Albany, NY first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Albany, NY · Atom feed · How this list is built

October 2026 (2)

Firm	Location	Registration
Chainlion Tech Ltd.	Albany, NY	Exempt reporting adviser
Emberstone Capital Inc.	Albany, NY	Exempt reporting adviser

September 2026 (2)

Firm	Location	Registration
Acacia Grove Wealth Management	Schenectady, NY	SEC-registered investment adviser
Summit Quant Capital Inc.	Albany, NY	Exempt reporting adviser

July 2026 (1)

Firm	Location	Registration
SIP Financial Services	Glenville, NY	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Eden Advisory Services, LLC	Albany, NY	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Starlion Global Management Inc	Albany, NY	Exempt reporting adviser

March 2026 (2)

Firm	Location	Registration
Merin Global Forex Markets Ltd.	Albany, NY	Exempt reporting adviser
Tailored Wealth Solutions	Saratoga Springs, NY	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Blue BOX Docs, LLC	Albany, NY	Exempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Albany, NY. https://advisorcensus.com/advisors/ny/albany/new-firms
https://advisorcensus.com/advisors/ny/albany/new-firms