#1Albanyadvisor Group LLC
ALBANYADVISOR GROUP LLC
Based in Roessleville, NY
Retirement Plan Advisors in Albany County, NY
The top-ranked retirement plan advisors serving Albany County, NY are Albanyadvisor Group LLC, Amidon & Petersen Financials, LLC and Arista Advisory Group, LLC. We list 22 retirement plan advisors serving Albany County, NY. 22 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Albany County, NY. 22 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Albany County
#2Amidon & Petersen Financials, LLC
AMIDON & PETERSEN FINANCIALS, LLCBased in NY#3Arista Advisory Group, LLC
ARISTA ADVISORY GROUP, LLCBased in Albany, NY#4Broadway Advisor Group
BROADWAY ADVISOR GROUPBased in Albany, NY#5Curran Wealth Management
CIM, LLCBased in Albany, NY#6Dutch Asset Corporation
DUTCH ASSET CORPORATIONBased in NY#7Graney& King, LLC
GRANEY & KING, LLCBased in Latham, NY#8Greenbush Financial Group, LLC
GREENBUSH FINANCIAL GROUP, LLCBased in NY#9Marathon Mission, Inc.
MARATHON MISSION, INC.Based in NY#10Pks Advisory Services, LLC
PKS ADVISORY SERVICES, LLCBased in Albany, NY
12 more providers serving this area
- Trueplan Benefit And Retirement Advisors, NY
- Mussett Wealth Management, LLC, NY
- Bouchey Financial Group, Ltd., Troy, NY (18 mi)
- Sip Financial Services, East Glenville, NY (19 mi)
- Fenimore Asset Management, Inc., Cobleskill, NY (27 mi)
- Luther Forest Wealth Advisors, L.L.C., NY
- Congress Park Capital LLC, Saratoga Springs, NY (35 mi)
- Quartz Partners Investment Management, Saratoga Springs, NY (35 mi)
- Continuum Wealth Advisors, LLC, Saratoga Springs, NY (35 mi)
- Sage Hill Advisory And Management LLC, Saratoga Springs, NY (35 mi)
- Crescent Hill Partners LLC, Saratoga Springs, NY (36 mi)
- Mcneill Capital, LLC, Saratoga Springs, NY (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Albany County?
We list 22 retirement plan advisors serving Albany County, NY: 10 based there and 12 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Albany County?
The top-ranked retirement plan advisors serving Albany County, NY are Albanyadvisor Group LLC, Amidon & Petersen Financials, LLC, Arista Advisory Group, LLC, Broadway Advisor Group and Curran Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Albany County are verified against official records?
10 of the top 10 match an active official record: Albanyadvisor Group LLC (U.S. Securities and Exchange Commission), Amidon & Petersen Financials, LLC (U.S. Securities and Exchange Commission), Arista Advisory Group, LLC (U.S. Securities and Exchange Commission), Broadway Advisor Group (U.S. Securities and Exchange Commission) and Curran Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Albany County
Communities served
Cohoes, Latham, Roessleville, Loudonville, Watervliet, Colonie, Westmere, Menands, Ravena, Green Island, Voorheesville, Siena College, Altamont, Preston-Potter Hollow