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RIAs in Saratoga Springs, New York

Explore 13 RIAs headquartered in Saratoga Springs, with $5.6B in combined reported AUM.

RIAs13Headquartered here
Total AUM$5.6BReported regulatory AUM
Total Employees140Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported

All RIAs in Saratoga Springs

13 RIAs
Showing 1–13 of 13 RIAs

Shade Tree Advisors LLC

SARATOGA SPRINGS, NY
Reported AUM$1.5B
Employees66
25.8% of city AUMView RIA ↗

King Wealth Management Group, LLC

SARATOGA SPRINGS, NY
Reported AUM$1.1B
Employees8
19.2% of city AUMView RIA ↗

Minichmacgregor Wealth Management, LLC

SARATOGA SPRINGS, NY
Reported AUM$722.9M
Employees10
12.8% of city AUMView RIA ↗

Quartz Partners Investment Management

SARATOGA SPRINGS, NY
Reported AUM$611.9M
Employees26
10.9% of city AUMView RIA ↗

Congress Park Capital LLC

SARATOGA SPRINGS, NY
Reported AUM$422.3M
Employees4
7.5% of city AUMView RIA ↗

Continuum Wealth Advisors, LLC

SARATOGA SPRINGS, NY
Reported AUM$345.6M
Employees7
6.1% of city AUMView RIA ↗

Crescent Hill Partners LLC

SARATOGA SPRINGS, NY
Reported AUM$298.8M
Employees1
5.3% of city AUMView RIA ↗

Tailored Wealth Solutions

SARATOGA SPRINGS, NY
Reported AUM$271.8M
Employees7
4.8% of city AUMView RIA ↗

Sterling Manor Financial, LLC

SARATOGA SPRINGS, NY
Reported AUM$201M
Employees3
3.6% of city AUMView RIA ↗

Sage Hill Advisory And Management LLC

SARATOGA SPRINGS, NY
Reported AUM$73.3M
Employees3
1.3% of city AUMView RIA ↗

Wpm Wealth Advisors LLC

SARATOGA SPRINGS, NY
Reported AUM$72.4M
Employees3
1.3% of city AUMView RIA ↗

Mcneill Capital, LLC

SARATOGA SPRINGS, NY
Reported AUM$40.6M
Employees1
0.7% of city AUMView RIA ↗

Peak Wealth Management

SARATOGA SPRINGS, NY
Reported AUM$39M
Employees1
0.7% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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