Financial advisors in Albany, NY

327 match · page 1 of 11

Aaron Lieberman
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Bernard Murphy
Financial advisor at Arista Advisory Group, LLC
Arista Advisory Group, LLC · $143.7M AUM
CFP®VerifiedFinancial planning
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Brandie Mulligan
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Brandon Haase
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Brian Rex
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brian Slattery
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Brittany Hedderman-Giordano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Bryan Cassick
Financial advisor at Falcon Wealth Planning, LLC
Falcon Wealth Planning, LLC · $1.96B AUM
CFP®VerifiedFinancial planning
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Christine Suozzi
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Claudio Mastroianni
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
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Daniel Bauer
Financial advisor at Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC · $307.8M AUM
CFP®VerifiedFinancial planning
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Daniel O'keefe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Derek Gray
Financial advisor at Curran Wealth Management
Curran Wealth Management · $804.3M AUM
CFP®VerifiedFinancial planning
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Derek Shoden
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Dominick Panetta
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
CFP®VerifiedFinancial planning
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Douglas Bauer
Financial advisor at Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC · $307.8M AUM
CFP®VerifiedFinancial planning
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Dustin Dolloway
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Erin Kavanaugh
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Francis Zovistoski
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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George Amedore
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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George Brown
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Harold Heintz
Financial advisor at The Patriot Financial Group, LLC
The Patriot Financial Group, LLC · $2.64B AUM
CFP®VerifiedFinancial planning
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Ian Mann
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jared Paul
Financial advisor at Capable Wealth, LLC
Capable Wealth, LLC · $21.2M AUM
CFP®VerifiedFinancial planning
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Jason Bays
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Trombetta
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Joseph Gravini
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Lauren Mallon
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Lori Murphy
Financial advisor at Albanyadvisor Group LLC
Albanyadvisor Group LLC · $302.8M AUM
CFP®VerifiedFinancial planning
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Marc Agel
Financial advisor at Albanyadvisor Group LLC
Albanyadvisor Group LLC · $302.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Albany, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Albany, NY.

How this list works

Before you hire an advisor in Albany, NY