Investment advisers in Albany, NY
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Paradigm Capital Management, Inc. | $2.38 billion | 12 | 1 |
| Pks Advisory Services, LLC | $1.09 billion | 45 | 0 |
| Curran Wealth Management | $804.3 million | 12 | 0 |
| Independent Family Office, LLC | $760.1 million | 19 | 0 |
| Greenbush Financial Group, LLC | $616.5 million | 6 | 0 |
| Allsquare Wealth Management, LLC | $307.8 million | 5 | 0 |
| Paradigm Funds Advisor LLC | $305.1 million | 12 | 1 |
| Albanyadvisor Group LLC | $302.8 million | 6 | 0 |
| Broadway Advisor Group | $214.9 million | 4 | 0 |
| Extant Capital LLC | $204.3 million | 2 | 0 |
| Arista Advisory Group, LLC | $143.7 million | 3 | 0 |
| Blue Jean Financial LLC | $133.3 million | 14 | 0 |
| Amidon & Petersen Financials, LLC | $39.1 million | 2 | 0 |
| Benjamin Securities, Inc. | $33.6 million | 12 | 3 |
| Eden Advisory Services, LLC | $27.8 million | 3 | 1 |