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Top RIA Firms in Saratoga Springs, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Saratoga Springs, New York. This hub covers 12 matching firms with $5.4B in total reported AUM and median AUM of $322.2M.
Firms
12
Matching current profiles
Total AUM
$5.4B
Reported regulatory AUM
Median AUM
$322.2M
Across firms with AUM
Largest firm
$1.5B
Shade Tree Advisors LLC
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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. Shade Tree Advisors LLC CRD 289905 · Limited Liability Company | SARATOGA SPRINGS, NY | $1.5B Mar 2026 | +$428.6M+41.8% | +$835.1M+134.9% | +$1.2B+541.1% | — | +16 employees+32.0% over 3Y | +79 accounts+108.2% over 3Y |
| 2. King Wealth Management Group, LLC CRD 159550 · Limited Liability Company | SARATOGA SPRINGS, NY | $1.1B Jan 2026 | +$152.8M+16.4% | +$450.7M+71.2% | +$529.9M+95.6% | — | 0 employees+0.0% over 3Y | +247 accounts+15.0% over 3Y |
| 3. Minichmacgregor Wealth Management, LLC CRD 151237 · Limited Liability Company | SARATOGA SPRINGS, NY | $722.9M May 2026 | +$92.9M+14.7% | +$316.8M+78.0% | +$371.3M+105.6% | +$638.6M+758.0% | +1 employees+11.1% over 3Y | +465 accounts+19.5% over 3Y |
| 4. Quartz Partners Investment Management CRD 174327 · Limited Liability Company | SARATOGA SPRINGS, NY | $611.9M Jun 2026 | +$330.9M+117.7% | +$469.6M+329.8% | +$556.9M+1012.4% | — | +8 employees+44.4% over 3Y | +443 accounts+53.1% over 3Y |
| 5. Congress Park Capital LLC CRD 150309 · Limited Liability Company | SARATOGA SPRINGS, NY | $422.3M Mar 2026 | +$55.8M+15.2% | +$181.5M+75.4% | +$165.7M+64.6% | +$352.5M+504.5% | +1 employees+33.3% over 3Y | +117 accounts+34.8% over 3Y |
| 6. Continuum Wealth Advisors, LLC CRD 152895 · Limited Liability Company | SARATOGA SPRINGS, NY | $345.6M Jul 2026 | +$91.3M+35.9% | +$176.3M+104.2% | +$200.4M+138.1% | +$260.4M+305.8% | +2 employees+40.0% over 3Y | +184 accounts+26.7% over 3Y |
| 7. Crescent Hill Partners LLC CRD 166276 · Limited Liability Company | SARATOGA SPRINGS, NY | $298.8M Jan 2026 | -$34.9M-10.5% | +$2.6M+0.9% | +$53.1M+21.6% | — | 0 employees+0.0% over 3Y | -117 accounts-23.5% over 3Y |
| 8. Sterling Manor Financial, LLC CRD 284218 · Limited Liability Company | SARATOGA SPRINGS, NY | $201.0M May 2026 | +$29.8M+17.4% | +$49.5M+32.6% | +$59.4M+41.9% | — | -1 employees-25.0% over 3Y | +27 accounts+3.0% over 3Y |
| 9. Sage Hill Advisory And Management LLC CRD 149365 · Limited Liability Company | SARATOGA SPRINGS, NY | $73.3M Mar 2026 | +$5.5M+8.1% | +$18.7M+34.1% | +$20.2M+37.9% | -$48.3M-39.7% | 0 employees+0.0% over 3Y | +2 accounts+2.6% over 3Y |
| 10. Wpm Wealth Advisors LLC CRD 316722 · Limited Liability Company | SARATOGA SPRINGS, NY | $72.4M Feb 2026 | +$18.1M+33.4% | +$23.0M+46.6% | — | — | +1 employees+50.0% over 3Y | +127 accounts+56.2% over 3Y |
| 11. Mcneill Capital, LLC CRD 154517 · Limited Liability Company | SARATOGA SPRINGS, NY | $40.6M Apr 2026 | +$4.0M+11.0% | — | — | +$9.8M+31.6% | 0 employees+0.0% over 1Y | +10 accounts+10.9% over 1Y |
| 12. Peak Wealth Management CRD 332411 · Limited Liability Company | SARATOGA SPRINGS, NY | $39.0M Jan 2026 | +$13.4M+52.7% | — | — | — | 0 employees+0.0% over 1Y | +39 accounts+44.3% over 1Y |
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.