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🤫 Directory · consent-first

Near 12020. Ballston Spa.

24 financial advisors & firms and 0 insurance agents verified near Ballston Spa, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 12020

Canty Financial Management, INC.0 mi

RIA firm · Ballston Spa, NY 12020 · Registered investment adviser · $254M AUM

CRD 118945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Luther Forest Wealth Advisors, L.L.C.0 mi

RIA firm · Malta, NY 12020 · Registered investment adviser · $99M AUM

CRD 142714 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Retirement Planning Group, LLC0 mi

RIA firm · Malta, NY 12020 · Registered investment adviser · $375M AUM

CRD 310647 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kershner, Grosso & CO.8.2 mi

RIA firm · Saratoga Spring, NY 12866 · Registered investment adviser · $825M AUM

CRD 105696 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Saratoga Investment Solutions INC.8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $49M AUM

CRD 124949 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sage Hill Advisory and Management LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $73M AUM

CRD 149365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Congress Park Capital LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $422M AUM

CRD 150309 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Minichmacgregor Wealth Management, LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $723M AUM

CRD 151237 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Continuum Wealth Advisors, LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $346M AUM

CRD 152895 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mcneill Capital, LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $41M AUM

CRD 154517 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
King Wealth Management Group, LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $1.1B AUM

CRD 159550 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Crescent Hill Partners LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $299M AUM

CRD 166276 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quartz Partners Investment Management8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $612M AUM

CRD 174327 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sterling Manor Financial, LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $201M AUM

CRD 284218 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shade Tree Advisors LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $1.5B AUM

CRD 289905 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nye Street Partners LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $10M AUM

CRD 316056 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wpm Wealth Advisors LLC8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $72M AUM

CRD 316722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Peak Wealth Management8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $39M AUM

CRD 332411 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tailored Wealth Solutions8.2 mi

RIA firm · Saratoga Springs, NY 12866 · Registered investment adviser · $272M AUM

CRD 340266 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sip Financial Services10.3 mi

RIA firm · Glenville, NY 12302 · Registered investment adviser · $28M AUM

CRD 144985 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capital Financial Advisors of New York, LLC11.2 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser · $260M AUM

CRD 125689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Optimus Wealth Management Group, INC.11.2 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser

CRD 149256 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Simmons Capital Group11.2 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $213M AUM

CRD 281122 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Steward Advisors Group, LLC11.2 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $105M AUM

CRD 321846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Ballston Spa, NY.

  • Saratoga Spring, NY8 mi
  • Clifton Park, NY11 mi
  • Schenectady, NY14 mi
  • Latham, NY18 mi
  • Albany, NY20 mi
  • Albany, NY22 mi
  • Albany, NY25 mi
  • Cambridge, NY25 mi
  • Manchester Center, VT44 mi
  • Pittsfield, MA48 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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