Top Financial Planning & Wealth Management Firms
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| Recognized By: | Albany Business Review |
| Publication Date: | August 2015 |
| Number of Honorees: | 25 |
Businesses Receiving This Recognition
| Albany Financial Group | NY |
| AllSquare Wealth Management | |
| Arista Wealth Advisors | |
| Atlas Private Wealth Management | |
| Bouchey Financial Group | Troy, NY |
| Bryant Asset Protection Inc. | Slingerlands, NY |
| CAP COM Federal Credit Union | |
| Capital Financial Planning | |
| Direct Retirement Solutions | |
| Fagan Associates Inc | Troy, NY |
| Fenimore Asset Management Inc | Cobleskill, NY |
| Halliday Financial Group | |
| HFR Investment Advisory | Niskayuna, NY |
| Hugh John Advisors (Johnson Illington Advisors) | |
| Key Investment Services | |
| Merrill Lynch Wealth Management | Multiple Locations |
| MetLife Empire Group | Latham , NY |
| Northwestern Mutual-The Tranco Group | |
| NPA Financial | |
| RBC Wealth Management | Multiple Locations |
| Retirement & Benefit Partners, Inc | |
| The Adirondack Trust Co. | Saratoga Springs, NY |
| The Ayco Company LP | |
| UBS Wealth Management | Multiple Locations |
| Wells Fargo Advisors Albany Complex |
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Recent Honors
2011 Family Business Awards