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

Minichmacgregor Wealth Management, LLC financial advisors in Saratoga Springs, NY

Every SEC-registered investment adviser representative at a Minichmacgregor Wealth Management, LLC office in Saratoga Springs, A to Z.

The short answer

5 registered advisors work at Minichmacgregor Wealth Management, LLC in Saratoga Springs, out of 6 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Minichmacgregor Wealth Management, LLC advisors in Saratoga Springs, A to Z

Every Minichmacgregor Wealth Management, LLC advisor →

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

Minichmacgregor Wealth Management, LLC advisors in other cities

St Augustine, FL 1

Other firms in Saratoga Springs

All Saratoga Springs advisors →

Rockefeller Financial LLC 24Morgan Stanley 23Goldman Sachs Wealth Services, L.P. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Shade Tree Advisors LLC 18Quartz Partners Investment Management 14Rockefeller Capital Management 12LPL Financial LLC 11Cerity Partners LLC 8Commonwealth Financial Network 8King Wealth Management Group, LLC 7Lifegoal Investments, LLC 6

Questions

How many financial advisors does Minichmacgregor Wealth Management, LLC have in Saratoga Springs?

5 investment adviser representatives are registered at Minichmacgregor Wealth Management, LLC offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Minichmacgregor Wealth Management, LLC one of the largest advisor employers in Saratoga Springs?

Minichmacgregor Wealth Management, LLC ranks number 17 in Saratoga Springs by registered advisors; Rockefeller Financial LLC has the most, with 24.

How do I check a Minichmacgregor Wealth Management, LLC advisor in Saratoga Springs?

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 Minichmacgregor Wealth Management, LLC 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.