Company lists · Data refreshed September 2026

Top 16 Personal financial advisors based in Albany, United States

Name: Personal financial advisors based in Albany, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 31 companies tracked

RevenueBase identified 31 company matches for personal financial advisors associated with Albany, United States as of September 2026 and tracks 168 professional contacts across them, including 56 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Albany has 31.

This list covers company matches for personal financial advisors associated with Albany, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

31Companies

168Contacts tracked

56Verified emails

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The 16 largest personal financial advisors based in Albany, United States

Ranked by team size

Top 16 of 31 company matches for personal financial advisors based in Albany, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	The Atrium Financial Group	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Bringing Light to Your Financial World.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Spring Street Financial	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Spring Street Financial is a wealth management and financial planning firm dedicated to helping successful individuals, families, and business owners navigate complexity with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Atlas Private Wealth Management, LLC	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Atlas, our mission is to empower our clients to pursue their goals and passions by providing a trusted and objective voice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Greenbush Financial Group, LLC	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Greenbush Financial Group, LLC is an independent registered investment advisory firm that was founded in January GFG provides three primary services- Financial Planning -…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Upland Wealth Advisors	Exact match	Albany, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our mission at Upland Wealth Advisors is to provide the finest personal service to our clients, informed by a deep understanding of their needs and preferences.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Wealthone Advisory	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “WealthOne is a distinctive place to do business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Kingsmark Private Financial Advisors, LLC	Exact match	Albany, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Arista Advisory Group, LLC	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Arista Advisory Group is a fee-only, independent financial planning firm focused on helping individuals, families, business owners and foundations create vision and balance in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Rosemont Financial Group	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Founded in 2010 by a small group of seasoned advisors determined to serve clients without the constraints of a corporate parent, Rosemont Financial Group was built on a single…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	FOG City Advisors	Exact match	Albany, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Let's clear the fog from your financial picture!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Albanyadvisor Group	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We provide comprehensive financial planning alongside full-service wealth management to help our clients achieve their personal and professional goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Nelliam Financial Group	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We are focused on helping our clients arrive well-positioned for the big moments in life and whatever comes their way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	BPS Financial Services	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Generations Planning Group, LLC	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Generations Planning Group, LLC is a financial services company based out of Albany, New York, United States,(),/,()://./://./” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	The DI Bella Financial Group, LLC	Exact match	Albany, NY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The Di Bella Financial Group is a multi-generational financial planning firm based in Albany, New York.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Krpalek Financial Services	Exact match	Albany, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Krpalek Financial Services is a Lifestyle Planning Practice based out of 2320 14th Avenue SE, Albany, Oregon, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 16 of 31 personal financial advisors based in Albany, United States

See the full list, filter by size, metro and specialty, and access 56 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Albany, United States at a glance

As of Sep 20, 2026

33.3%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Albany, so it is reported there. Company counts and contact totals on this page are exact for Albany, over 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Albany, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 56 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Albany, United States?

RevenueBase identified 31 company matches for personal financial advisors associated with Albany, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

The Atrium Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Albany has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 56 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.