Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Holistic Wealth Advisors financial advisors in Clifton Park, NY

Every SEC-registered investment adviser representative at a Holistic Wealth Advisors office in Clifton Park, A to Z.

The short answer

6 registered advisors work at Holistic Wealth Advisors in Clifton Park, out of 6 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.

Holistic Wealth Advisors advisors in Clifton Park, A to Z

Every Holistic Wealth Advisors advisor →

Holistic Wealth Advisors advisors in every city and state →Holistic Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Clifton Park

All Clifton Park advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 27LPL Financial LLC 12Pfs Investments Inc. 10Osaic Wealth, Inc. 9Cetera Investment Advisers LLC 8Equity Services, Inc. 7Tsa Management Inc. 6Edelman Financial Engines 3Edward Jones 3

Questions

How many financial advisors does Holistic Wealth Advisors have in Clifton Park?

6 investment adviser representatives are registered at Holistic Wealth Advisors offices in Clifton Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.

Is Holistic Wealth Advisors one of the largest advisor employers in Clifton Park?

Holistic Wealth Advisors ranks number 7 in Clifton Park by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 27.

How do I check a Holistic Wealth Advisors advisor in Clifton Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Holistic Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.