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Top RIA Firms in Albany, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Albany, New York. This hub covers 15 matching firms with $7.4B in total reported AUM and median AUM of $302.8M.
Firms
15
Matching current profiles
Total AUM
$7.4B
Reported regulatory AUM
Median AUM
$302.8M
Across firms with AUM
Largest firm
$2.4B
Paradigm Capital Management, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Paradigm Capital Management, INC. CRD 107982 · Corporation | ALBANY, NY | $2.4B Mar 2026 | +$177.8M+8.1% | +$846.0M+55.1% | +$1.1B+83.8% | +$671.6M+39.3% | +1 employees+9.1% over 3Y | -5 accounts-6.5% over 3Y |
| 2. Pks Advisory Services, LLC CRD 125648 · Limited Liability Company | ALBANY, NY | $1.1B Jul 2026 | +$188.0M+20.8% | +$368.1M+50.8% | +$326.4M+42.6% | +$717.1M+190.6% | -1 employees-2.2% over 3Y | +482 accounts+10.9% over 3Y |
| 3. Curran Wealth Management CRD 132136 · Limited Liability Company | ALBANY, NY | $804.3M Mar 2026 | +$53.1M+7.1% | +$161.0M+25.0% | +$365.3M+83.2% | +$615.0M+325.0% | -1 employees-7.7% over 3Y | +240 accounts+28.8% over 3Y |
| 4. Independent Family Office, LLC CRD 144811 · Limited Liability Company | ALBANY, NY | $760.1M Apr 2026 | +$142.3M+23.0% | +$234.3M+44.6% | +$268.0M+54.5% | +$607.7M+398.6% | +6 employees+46.2% over 3Y | +65 accounts+48.9% over 3Y |
| 5. Greenbush Financial Group, LLC CRD 125500 · Limited Liability Company | ALBANY, NY | $616.5M Jan 2026 | +$205.7M+50.1% | +$233.9M+61.1% | +$350.8M+132.1% | +$573.1M+1320.8% | +1 employees+20.0% over 3Y | +634 accounts+96.9% over 3Y |
| 6. Allsquare Wealth Management, LLC CRD 153591 · Limited Liability Company | ALBANY, NY | $307.8M May 2026 | +$23.0M+8.1% | +$53.8M+21.2% | +$57.8M+23.1% | +$240.1M+354.2% | 0 employees+0.0% over 3Y | +360 accounts+75.8% over 3Y |
| 7. Paradigm Funds Advisor LLC CRD 136481 · Limited Liability Company | ALBANY, NY | $305.1M Mar 2026 | -$10.8M-3.4% | +$49.6M+19.4% | +$149.8M+96.5% | +$59.2M+24.1% | +1 employees+9.1% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Albanyadvisor Group LLC CRD 316226 · Limited Liability Company | ALBANY, NY | $302.8M Feb 2026 | +$32.3M+12.0% | +$142.4M+88.7% | — | — | +1 employees+20.0% over 3Y | +371 accounts+67.0% over 3Y |
| 9. Broadway Advisor Group CRD 324281 · Limited Liability Company | ALBANY, NY | $214.9M Mar 2026 | +$48.3M+29.0% | — | — | — | 0 employees+0.0% over 3Y | -323 accounts-50.2% over 1Y |
| 10. Extant Capital LLC CRD 337508 · Limited Liability Company | ALBANY, NY | $204.3M Mar 2026 | — | — | — | — | +1 employees+100.0% over Total | — |
| 11. Arista Advisory Group, LLC CRD 285722 · Limited Liability Company | ALBANY, NY | $143.7M May 2026 | -$37.4M-20.6% | -$25.2M-14.9% | -$37.6M-20.8% | — | 0 employees+0.0% over 3Y | -202 accounts-28.8% over 3Y |
| 12. Blue Jean Financial LLC CRD 331138 · Limited Liability Company | ALBANY, NY | $133.3M May 2026 | +$38.6M+40.8% | — | — | — | +2 employees+16.7% over 1Y | +279 accounts+45.6% over 1Y |
| 13. Amidon & Petersen Financials, LLC CRD 143079 · Limited Liability Company | ALBANY, NY | $39.1M Jul 2026 | +$2.5M+6.8% | +$3.0M+8.2% | +$1.5M+4.0% | +$13.8M+54.5% | 0 employees+0.0% over 3Y | -153 accounts-52.0% over 3Y |
| 14. Benjamin Securities, INC. CRD 7754 · Corporation | ALBANY, NY | $33.6M Sep 2025 | +$7.6M+29.3% | +$1.2M+3.7% | -$607.1K-1.8% | -$14.1M-29.6% | +2 employees+20.0% over 3Y | -43 accounts-38.7% over 3Y |
| 15. Eden Advisory Services, LLC CRD 277083 · Limited Liability Company | ALBANY, NY | $27.8M Apr 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.