A complete list of active advisors currently associated with AlbanyAdvisor Group LLC
Warmer can help you find a great advisor at AlbanyAdvisor Group LLC or one who fits your needs even better.
AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm offers customized portfolio management using ETFs, mutual funds, individual stocks and bonds, along with standalone financial plans and consulting engagements. AAG’s investment process combines fundamental and technical analysis to build primarily long‑term portfolios, while retaining the flexibility to trade shorter term when client objectives or market conditions warrant. The firm often manages accounts on a non‑discretionary basis — the ADV reports roughly $29.3 million in discretionary assets and about $273.5 million in non‑discretionary assets as of December 2025 — and will obtain client approval before executing trades in those relationships. Noteworthy features in the brochure include dedicated retirement plan advisory services (provided as a 3(21) fiduciary) with IPS design, vendor analysis, participant education tracking and ERISA 404(c) assistance, which may be relevant to plan sponsors seeking outsourced fiduciary support. AAG’s advisory persons are also registered representatives of a broker‑dealer and licensed insurance professionals, and the firm maintains institutional relationships with custodians (Fidelity and Schwab) through which it receives certain technology and research benefits; these affiliations and dual‑capacity roles are disclosed as potential conflicts of interest.
To learn more about the advisors currently working at AlbanyAdvisor Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse AlbanyAdvisor Group LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Albany, NY
| 28
| |
Albany, NY
| 18
| |
Albany, NY
| 25
| |
Albany, NY
| 26
| |
Albany, NY
| 19
|
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