🤫 Directory · consent-first

Near 12203. Albany.

24 financial advisors & firms and 1 insurance agent verified near Albany, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 12203

Allsquare Wealth Management, LLC0 mi

RIA firm · Albany, NY 12203 · Registered investment adviser · $308M AUM

CRD 153591 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Wealth Strategies, LLC0 mi

RIA firm · Albany, NY 12203 · Registered investment adviser

CRD 156941 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Affinity Group, LLC0 mi

RIA firm · Albany, NY 12203 · Registered investment adviser · $678k AUM

CRD 283819 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Benjamin Securities, INC.2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $34M AUM

CRD 7754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greenbush Financial Group, LLC2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $617M AUM

CRD 125500 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

JM Advisors, LLC2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser

CRD 159351 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eden Advisory Services, LLC2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $28M AUM

CRD 277083 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arista Advisory Group, LLC2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $144M AUM

CRD 285722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blue Jean Financial LLC2.8 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $133M AUM

CRD 331138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Adirondack Research & Management INC.3 mi

RIA firm · Guilderland, NY 12084 · Registered investment adviser · $126M AUM

CRD 130987 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Albanyadvisor Group LLC4.8 mi

RIA firm · Albany, NY 12211 · Registered investment adviser · $303M AUM

CRD 316226 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Paradigm Capital Management, INC.5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $2.4B AUM

CRD 107982 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pks Advisory Services, LLC5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $1.1B AUM

CRD 125648 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Curran Wealth Management5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $804M AUM

CRD 132136 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Paradigm Funds Advisor LLC5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $305M AUM

CRD 136481 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Amidon & Petersen Financials, LLC5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $39M AUM

CRD 143079 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Independent Family Office, LLC5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $760M AUM

CRD 144811 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Broadway Advisor Group5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $215M AUM

CRD 324281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Duomo Capital5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $715k AUM

CRD 331703 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mia Lee Financial5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser · $270k AUM

CRD 332504 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lahontan Capital LLC5.5 mi

RIA firm · Albany, NY 12207 · Registered investment adviser

CRD 341420 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Extant Capital LLC5.9 mi

RIA firm · Albany, NY 12204 · Registered investment adviser · $204M AUM

CRD 337508 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Graney& King, LLC6 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $484M AUM

CRD 126461 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capable Wealth, LLC6 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $21M AUM

CRD 288448 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 12203

Wheeler & Taylor Private Client41.8 mi

Insurance · Great Barrington, MA · Waterfront estates in Southampton; coastal exposure, flood zones, high replacement costs

This is you? Claim itclaimable & removable by its owner

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Nearby areas

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

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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🤫 Directory · consent-first

Near 12203. Albany.

24 financial advisors & firms and 1 insurance agent verified near Albany, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person