#1Congress Park Capital LLC
CONGRESS PARK CAPITAL LLC
Based in Saratoga Springs, NY
Retirement Plan Advisors in Saratoga County, NY
The top-ranked retirement plan advisors serving Saratoga County, NY are Congress Park Capital LLC, Continuum Wealth Advisors, LLC and Crescent Hill Partners LLC. We list 22 retirement plan advisors serving Saratoga 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 Saratoga 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 Saratoga County
#2Continuum Wealth Advisors, LLC
CONTINUUM WEALTH ADVISORS, LLCBased in Saratoga Springs, NY#3Crescent Hill Partners LLC
CRESCENT HILL PARTNERS LLCBased in Saratoga Springs, NY#4Luther Forest Wealth Advisors, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.Based in NY#5Mcneill Capital, LLC
MCNEILL CAPITAL, LLCBased in Saratoga Springs, NY#6Quartz Partners Investment Management
QUARTZ PARTNERS, LLCBased in Saratoga Springs, NY#7Sage Hill Advisory And Management LLC
SAGE HILL ADVISORY AND MANAGEMENT LLCBased in Saratoga Springs, NY#8Sip Financial Services
ROSENBAUM, LANNY, KEVINServes this area from East Glenville, NY (18 mi)#9Marathon Mission, Inc.
MARATHON MISSION, INC.Serves this area from NY#10Weatherhelm Capital Management LLC
WEATHERHELM CAPITAL MANAGEMENT LLCServes this area from Cambridge, NY (25 mi)
12 more providers serving this area
- Graney& King, LLC, Latham, NY (26 mi)
- Amidon & Petersen Financials, LLC, NY
- Greenbush Financial Group, LLC, NY
- Arista Advisory Group, LLC, Albany, NY (27 mi)
- Bouchey Financial Group, Ltd., Troy, NY (27 mi)
- Albanyadvisor Group LLC, Roessleville, NY (30 mi)
- Pks Advisory Services, LLC, Albany, NY (32 mi)
- Curran Wealth Management, Albany, NY (32 mi)
- Broadway Advisor Group, Albany, NY (32 mi)
- Mussett Wealth Management, LLC, NY
- Trueplan Benefit And Retirement Advisors, NY
- Dutch Asset Corporation, NY
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Frequently asked questions
How many retirement plan advisors serve Saratoga County?
We list 22 retirement plan advisors serving Saratoga County, NY: 7 based there and 15 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 Saratoga County?
The top-ranked retirement plan advisors serving Saratoga County, NY are Congress Park Capital LLC, Continuum Wealth Advisors, LLC, Crescent Hill Partners LLC, Luther Forest Wealth Advisors, L.L.C. and Mcneill Capital, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Saratoga County are verified against official records?
10 of the top 10 match an active official record: Congress Park Capital LLC (U.S. Securities and Exchange Commission), Continuum Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Crescent Hill Partners LLC (U.S. Securities and Exchange Commission), Luther Forest Wealth Advisors, L.L.C. (U.S. Securities and Exchange Commission) and Mcneill Capital, LLC (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 Saratoga County
Communities served
Country Knolls, Mechanicville, Ballston Spa, Milton, South Glens Falls, Clifton Knolls-Mill Creek, Clifton Gardens, Corinth, Waterford, Stillwater, North Ballston Spa, Schuylerville, Hadley, Round Lake, Victory, Galway