Your financial future deserves more than guesswork. Whether it’s retirement, investments, taxes, or estate planning, the right advisor brings clarity and confidence.
Best Financial Advisors makes it simple — connecting you with trusted professionals in Albany who offer experience, guidance, and local expertise.
Albany’s blend of history, government, and business growth makes it a strong place to build wealth and plan for the future. A local advisor offers personalized guidance, knowledge of New York tax laws, and insights into regional opportunities. With the right partner, you can feel confident your financial strategy supports both your goals and Albany’s unique economy.
| Firm | Founded / Experience | Services Offered | Fee Structure | Specializations | Client Rating |
| Curran Wealth Management | 20+ years (founded 2005) | Comprehensive wealth management, investing, tax integration | Asset-based, performance-based, wrap fee program, bundled services | Hybrid tax + investment planning, long-term strategies | ★★★★★ |
| Richard F. White – Morgan Stanley | 16+ years (registered with Morgan Stanley since 2009) | Retirement, family & business planning, investing, philanthropy | Asset-based, fixed, commission, performance fees | High-net-worth, broad wealth management | ★★★★★ |
| AlbanyAdvisor Group | 4+ years (founded 2021) | Financial planning, investment advisory, portfolio management | Fee-only: asset-based & fixed | Pension consulting, small business planning | ★★★★★ |
| Greenbush Financial Group | 20+ (founded 2000) | Planning, investment management, retirement plans, Medicare | Flat fee engagement | Employer retirement plans, complex planning | ★★★★☆ |
| Rosemont Financial Group | 15+ years (founded 2010) | Wealth, retirement, estate, income, and portfolio management | Fee-based investment accounts & portfolios | Independent tailored strategies | ★★★★☆ |
| Albany Financial Group | 13+ years (founded 2012) | Wealth, estate, insurance, tax, retirement planning | Fee structure not publicly disclosed | Broad-based financial planning | ★★★★★ |
| Capable Wealth | 8+ years (founded 2017) | Holistic planning for business owners and professionals | Pay for ongoing access to a planner | Business-owner and high-income professionals | ★★★★★ |
| Sgroi Wealth / Broadway Advisor Group | 3+ years (founded 2022) | Investment advisory, planning, portfolio management | Asset-based fees (0.10%–1.50% AUM) | Family-oriented, independent advisory | ★★★★★ |
| Inspire Confidence Group – Ameriprise | 2+ years (founded 2023) | Financial planning, investments, retirement, estate, wealth preservation | Track basic goals at no cost; comprehensive planning for an annual fee based on services and goals | Retirement, estate, wealth preservation, family-focused planning | ★★★★★ |
Best Financial Advisors makes it easy to connect with Albany’s most trusted experts. Compare top-rated advisors and find the one who aligns with your goals—then start building a personalized plan for lasting clarity and security.
A financial advisor helps you create and manage a plan for your money. This may include retirement planning, investment management, tax strategies, estate planning, and risk management. Their role is to guide you toward your goals while helping minimize risks along the way.
Fees vary depending on the advisor and the services offered. Some charge a percentage of assets under management (commonly 0.5%–1%), while others may offer flat or fixed fees. Always ask for a clear explanation of fees up front.
A fiduciary is legally obligated to put your best interests first when giving advice or making recommendations. While all fiduciaries are financial advisors, not all advisors are fiduciaries. Working with a fiduciary can provide added peace of mind.
Look for a combination of credentials, relevant experience, transparent fees, and a communication style that makes you feel comfortable. Meeting with multiple advisors before deciding can help ensure the right fit.
Choosing the right financial advisor in Albany is about more than credentials—it’s about finding a partner who understands your goals, listens to your needs, and creates strategies that give you lasting confidence. With the right guidance, your financial plan can grow and adapt as life changes.
Don’t search alone. Best Financial Advisors connects you with Albany’s trusted financial experts for clarity and confidence.
