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Best financial advisors in SARATOGA SPRING, NY

Registered advisers within 25 miles of SARATOGA SPRING, NY.

Offices
2
Firms
2
Combined AUM
$114B
Firm-wide filings, not assets booked only here
Clients
586
586 clients when Item 5C has a number
Avg / client
$195M
Combined AUM ÷ clients

Nearby offices

Firms

KERSHNER, GROSSO & CO.
MFS INSTITUTIONAL ADVISORS INC.

Investors

TIMOTHY PETER FONTAINE
JAMES WILLIAM HAKEWILL

Within 25 miles of SARATOGA SPRING, NY, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $114B in combined regulatory AUM across 586 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in SARATOGA SPRING

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MFS INSTITUTIONAL ADVISORS INC. 16 clients · 53 advisers $114B AUM 2 KERSHNER, GROSSO & CO. 570 clients · 1 advisers $825M AUM