Vault-13

Managers in Clifton Park, NY

United States · 41 asset managers within 25 km (3 in Clifton Park itself) · 77 wealth managers, banks and others

Clifton ParkWellesley HillsWalthamWestwoodBurlingtonCantonDanversAndoverHartfordWindsor
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 · Cohoes, NY 2 · Guilderland, NY 2 · Ballston Lake, NY 1 · Rensselaer, NY 1 · Delmar, NY 1 · North Bennington, VT 1 · Williamstown, MA 1

Asset managers in and around Clifton Park

#Manager People here Assets Visa salary
1 Quartz Partners, LLC Saratoga Springs $611.9m about 13main office $611.9m
2 TRUEPLAN BENEFIT AND RETIREMENT ADVISORS institutions · Rensselaer $5.1bn about 6main office $5.1bn
3 PARADIGM FUNDS ADVISOR LLC mutual funds · Albany $305.1m about 5main office $305.1m
4 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Albany FORT WASHINGTON INVESTMENT ADVISORS INC · 3 related pages $93.5bn 4 $93.5bn
5 FENIMORE ASSET MANAGEMENT, INC. hedge funds, mutual funds · Albany $5.4bn 4 $5.4bn
6 Patriot Financial Group Insurance Agency, LLC institutions · Clifton Park, Albany $2.6bn 4 $2.6bn
7 Greenbush Financial Group, LLC institutions · Albany $616.5m about 3main office $616.5m
8 ADIRONDACK RESEARCH & MANAGEMENT INC. mutual funds · Guilderland $126.1m about 3main office $126.1m
9 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Albany, Saratoga Springs Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 2 $161.7bn
10 MILLIMAN ADVISORS, LLC mutual funds, institutions, futures · Albany MILLIMAN ADVISORS, LLC · 2 related pages $40.3bn 2 $40.3bn
11 EXTANT CAPITAL LLC Albany $204.3m about 2main office $204.3m
12 Gallagher Fiduciary Advisors, LLC institutions, futures · Latham $194.8bn 1 $194.8bn
13 CAPACUITY LLC institutions · Latham $13.9bn 1 $13.9bn
14 NBT Capital Management, Inc. institutions · Saratoga Springs $1.6bn 1 $1.6bn
15 NOTTINGHAM ADVISORS, INC. institutions · Latham $1.4bn 1 $1.4bn
16 INVESTMENT RESEARCH PARTNERS hedge funds · Saratoga Springs $512.4m 1 $512.4m
17 GLENTRA CAPITAL P/S private equity · Albany 1
18 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
19 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Albany CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
20 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Albany COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
21 Janney Montgomery Scott LLC wealth · Albany JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
22 NEW YORK STATE COMMON RETIREMENT FUND asset owner · Albany $79.3bn based here $79.3bn
23 TORONTO DOMINION BANK wealth, bank or insurer · Latham TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
24 NEW YORK STATE TEACHERS RETIREMENT SYSTEM asset owner · Albany $54.2bn based here $54.2bn
25 KEYCORP wealth · Clifton Park, Guilderland KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn 2 offices $30.4bn
26 ALLSTATE CORP structured credit, wealth · Ballston Lake, Albany ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
27 Graypoint LLC Albany $1.8bn based here $1.8bn
28 King Wealth Management Group Saratoga Springs $914.3m based here $914.3m
29 Gray Foundation asset owner · Cohoes $453.7m based here $453.7m
30 WealthOne, LLC Albany $247.6m based here $247.6m
31 Atlas Private Wealth Management, LLC Albany $238.0m based here $238.0m
32 LifeGoal Investments, LLC Saratoga Springs $218.5m based here $218.5m
33 BLUE JEAN FINANCIAL LLC Albany $143.7m based here $143.7m
34 Capital Financial Services, LLC Clifton Park $72.5m based here $72.5m
35 Vahanian & Associates Financial Planning Inc. Saratoga Springs $25.3m based here $25.3m
36 BLUE BOX DOCS, LLC venture · Albany office
37 CHAINLION TECH LTD. private equity · Albany office
38 EMBERSTONE CAPITAL INC. private equity · Albany office
39 MERIN GLOBAL FOREX MARKETS LTD. private equity, futures · Albany office
40 STARLION GLOBAL MANAGEMENT INC private equity · Albany office
41 SUMMIT QUANT CAPITAL INC. private equity · Albany office

41 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.