Vault-13

Managers in Saratoga Springs, NY

United States · 12 asset managers within 25 km (8 in Saratoga Springs itself) · 40 wealth managers, banks and others

Saratoga SpringsBostonWellesley HillsWalthamWestwoodBurlingtonCantonDanversAndoverFranklin
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 · Latham, NY 4 · Clifton Park, NY 3 · Glens Falls, NY 2 · Cohoes, NY 2 · Guilderland, NY 2 · Ballston Lake, NY 1 · Salem, NY 1 · Hudson Falls, NY 1 · North Bennington, VT 1 · Rensselaer, NY 1

Asset managers in and around Saratoga Springs

#Manager People here Assets Visa salary
1 Quartz Partners, LLC Saratoga Springs $611.9m about 13main office $611.9m
2 Patriot Financial Group Insurance Agency, LLC institutions · Clifton Park $2.6bn 2 $2.6bn
3 NBT Capital Management, Inc. institutions · Saratoga Springs $1.6bn 1 $1.6bn
4 INVESTMENT RESEARCH PARTNERS hedge funds · Saratoga Springs $512.4m 1 $512.4m
5 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Saratoga Springs GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn office $2.6tn
6 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
7 KEYCORP wealth · Clifton Park KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn office $30.4bn
8 ALLSTATE CORP structured credit, wealth · Ballston Lake ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
9 King Wealth Management Group Saratoga Springs $914.3m based here $914.3m
10 LifeGoal Investments, LLC Saratoga Springs $218.5m based here $218.5m
11 Capital Financial Services, LLC Clifton Park $72.5m based here $72.5m
12 Vahanian & Associates Financial Planning Inc. Saratoga Springs $25.3m based here $25.3m

12 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.