California · 3 advisers
Financial Advisors in Albany, California
Looking for a financial advisor in Albany, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Albany — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $143.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$143.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Albany
Ranked by AUM · Fees, team & specialties at a glance
FOG CITY ADVISORS, LLC
Albany, CA
AUM
$143.6M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
650-508-2020
FARM GIRL CAPITAL LLC
Albany, CA
AUM
$20.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(510) 529-4295
More cities in California
Common questions
- How many financial advisors are in Albany, California?
- 3 registered investment advisers are listed in our Albany directory, sourced from public SEC filings.
- What types of advisors are in Albany?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Albany?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.