NY · Saratoga Springs

Fiduciary advisors in Saratoga Springs, NY

4 advisors with offices in Saratoga Springs. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Saratoga Springs

CHS Wealth Management & CPAs

Saratoga Springs, New York

CHS Wealth Management & CPAs is an investment advisory firm in Saratoga Springs, New York. The firm specializes in Investment Management and Wealth Management. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Merrill Lynch Wealth Management

★5.0(1)

Saratoga Springs, New York

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Saratoga Springs, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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Novus Wealth Strategies

Saratoga Springs, New York

Investment Management Wealth Management

Novus Wealth Strategies is an investment advisory firm in Saratoga Springs, New York. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Sterling Manor Financial, LLC

Saratoga Springs, New York

Sterling Manor Financial, LLC has operated in Saratoga Springs for two decades, providing financial planning and investment management services to individuals, families, and businesses. The firm employs a proprietary planning methodology called the Sterling 3-D Process and emphasizes personalized service and holistic wealth strategy tailored to retirement, legacy, and investment objectives. The firm was voted Best Investment Firm by Saratoga area readers in 2026.

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Financial advisors in Saratoga Springs, New York

Advisors serving Saratoga Springs specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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