Rialytix insights

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 14 matching firms with $7.3B in total reported AUM and median AUM of $303.9M.

Firms

Matching current profiles

Total AUM

$7.3B

Reported regulatory AUM

Median AUM

$303.9M

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 Apr 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 Mar 2026	+$1.3M+3.4%	+$3.0M+8.2%	+$12.1M+44.7%	+$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

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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.