🤫 Directory · consent-first

Near 12207. 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

Search this ZIP — or use your location

Financial

Advisors & firms near 12207

Paradigm Capital Management, INC.0 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, LLC0 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 Management0 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 LLC0 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, LLC0 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, LLC0 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 Group0 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 Capital0 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 Financial0 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 LLC0 mi

RIA firm · Albany, NY 12207 · Registered investment adviser

CRD 341420 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trueplan Benefit and Retirement Advisors2.4 mi

RIA firm · Rensselaer, NY 12144 · Registered investment adviser · $5.1B AUM

CRD 36026 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mussett Wealth Management, LLC2.4 mi

RIA firm · Rensselaer, NY 12144 · Registered investment adviser · $110M AUM

CRD 158463 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Extant Capital LLC2.6 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

Albanyadvisor Group LLC3.8 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

Godfrey Financial Associates, INC.4.9 mi

RIA firm · Glenmont, NY 12077 · Registered investment adviser · $183M AUM

CRD 126189 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Allsquare Wealth Management, LLC5.5 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, LLC5.5 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, LLC5.5 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.5.8 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, LLC5.8 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, LLC5.8 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, LLC5.8 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, LLC5.8 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 LLC5.8 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

Insurance

Insurance agents near 12207

Wheeler & Taylor Private Client37.4 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

Explore

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.

← Back to the national directory

🤫 Directory · consent-first

Near 12207. 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