Vault-13

Managers in Ballston Lake, NY

United States · 18 asset managers within 25 km (1 in Ballston Lake itself) · 52 wealth managers, banks and others

Ballston LakeWellesley HillsWalthamWestwoodBurlingtonCantonPeabodyAndoverHartfordWindsor
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Albany, NY 25 · Saratoga Springs, NY 8 · Latham, NY 4 · Clifton Park, NY 3 · Cohoes, NY 2 · Guilderland, NY 2 · Glens Falls, NY 2 · Rensselaer, NY 1 · Delmar, NY 1 · North Bennington, VT 1

Asset managers in and around Ballston Lake

#Manager People here Assets Visa salary
1 Quartz Partners, LLC Saratoga Springs $611.9m about 13main office $611.9m
2 ADIRONDACK RESEARCH & MANAGEMENT INC. mutual funds · Guilderland $126.1m about 3main office $126.1m
3 Patriot Financial Group Insurance Agency, LLC institutions · Clifton Park $2.6bn 2 $2.6bn
4 Gallagher Fiduciary Advisors, LLC institutions, futures · Latham $194.8bn 1 $194.8bn
5 CAPACUITY LLC institutions · Latham $13.9bn 1 $13.9bn
6 NBT Capital Management, Inc. institutions · Saratoga Springs $1.6bn 1 $1.6bn
7 NOTTINGHAM ADVISORS, INC. institutions · Latham $1.4bn 1 $1.4bn
8 INVESTMENT RESEARCH PARTNERS hedge funds · Saratoga Springs $512.4m 1 $512.4m
9 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Cohoes, Saratoga Springs GOLDMAN SACHS WEALTH SERVICES, L.P., GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn · visa salary $79,800 3 offices $2.6tn $79,80013 filings
10 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Saratoga Springs Cerity Partners LLC · 4 related pages $161.7bn office $161.7bn
11 TORONTO DOMINION BANK wealth, bank or insurer · Latham TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
12 KEYCORP wealth · Clifton Park, Guilderland KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn 2 offices $30.4bn
13 ALLSTATE CORP structured credit, wealth · Ballston Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
14 King Wealth Management Group Saratoga Springs $914.3m based here $914.3m
15 Gray Foundation asset owner · Cohoes $453.7m based here $453.7m
16 LifeGoal Investments, LLC Saratoga Springs $218.5m based here $218.5m
17 Capital Financial Services, LLC Clifton Park $72.5m based here $72.5m
18 Vahanian & Associates Financial Planning Inc. Saratoga Springs $25.3m based here $25.3m

18 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.