#1Continuum Wealth Advisors, LLC
CONTINUUM WEALTH ADVISORS, LLC
Serves this area from Saratoga Springs, NY (32 mi)
Retirement Plan Advisors in Fulton County, NY
The top-ranked retirement plan advisors serving Fulton County, NY are Continuum Wealth Advisors, LLC, Quartz Partners Investment Management and Sage Hill Advisory And Management LLC. We list 7 retirement plan advisors serving Fulton County, NY. 7 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 Fulton County, NY. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Fulton County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Continuum Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#152895 | Saratoga Springs, NY (32 mi) | (518) 583-4050 |
| 2 | Quartz Partners Investment Management | SEC-registered investment adviser (CRD)#174327 | Saratoga Springs, NY (32 mi) | (800) 433-0422 |
| 3 | Sage Hill Advisory And Management LLC | SEC-registered investment adviser (CRD)#149365 | Saratoga Springs, NY (32 mi) | (518) 763-6338 |
| 4 | Crescent Hill Partners LLC | SEC-registered investment adviser (CRD)#166276 | Saratoga Springs, NY (32 mi) | (866) 744-3705 |
| 5 | Congress Park Capital LLC | SEC-registered investment adviser (CRD)#150309 | Saratoga Springs, NY (33 mi) | (518) 339-4335 |
| 6 | Mcneill Capital, LLC | SEC-registered investment adviser (CRD)#154517 | Saratoga Springs, NY (33 mi) | (518) 364-7899 |
| 7 | Luther Forest Wealth Advisors, L.L.C. | SEC-registered investment adviser (CRD)#142714 | NY | (518) 899-5904 |
#2Quartz Partners Investment Management
QUARTZ PARTNERS, LLCServes this area from Saratoga Springs, NY (32 mi)#3Sage Hill Advisory And Management LLC
SAGE HILL ADVISORY AND MANAGEMENT LLCServes this area from Saratoga Springs, NY (32 mi)#4Crescent Hill Partners LLC
CRESCENT HILL PARTNERS LLCServes this area from Saratoga Springs, NY (32 mi)#5Congress Park Capital LLC
CONGRESS PARK CAPITAL LLCServes this area from Saratoga Springs, NY (33 mi)#6Mcneill Capital, LLC
MCNEILL CAPITAL, LLCServes this area from Saratoga Springs, NY (33 mi)#7Luther Forest Wealth Advisors, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.Serves this area from NY
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Frequently asked questions
How many retirement plan advisors serve Fulton County?
We list 7 retirement plan advisors serving Fulton County, NY: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Fulton County?
The top-ranked retirement plan advisors serving Fulton County, NY are Continuum Wealth Advisors, LLC, Quartz Partners Investment Management, Sage Hill Advisory And Management LLC, Crescent Hill Partners LLC and Congress Park Capital LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fulton County are verified against official records?
7 of the top 7 match an active official record: Continuum Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Quartz Partners Investment Management (U.S. Securities and Exchange Commission), Sage Hill Advisory And Management LLC (U.S. Securities and Exchange Commission), Crescent Hill Partners LLC (U.S. Securities and Exchange Commission) and Congress Park Capital LLC (U.S. Securities and Exchange Commission), and 2 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 .
Communities served
Gloversville, Johnstown, Broadalbin, Northville, Mayfield, Caroga Lake