The Ayco Company,l.p.

The Ayco Company,l.p. (CRD# 106693) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $27,267,389,849 in 46,300 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,267
    MILLION
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at The Ayco Company,l.p.
Showing 1 - 10 of 473 top financial advisors.
1
Zachary M. Barry
CRD#: 4812277
540 Lake Cook Road, Suite 600, Deerfield, IL 60015
98
Wealthminder
score
Zachary Barry (CRD# 4812277) is an Investment Advisor Representative working at The Ayco Company,l.p. in Deerfield, IL and has over 10 years of experience in the finance industry.
2
Nadira B. Deery
CRD#: 3262605
101 Constitution Avenue, N.w., Suite 1000 East, Washington, DC 20001
96
Wealthminder
score

Nadira Deery (CRD# 3262605) is an Investment Advisor Representative working at The Ayco Company,l.p. in Washington, DC and has over 17 years of experience in the finance industry. Nadira Deery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason M. Frieder
CRD#: 3103632
8 Campus Drive, Parsippany, NJ 07054
96
Wealthminder
score

Jason Frieder (CRD# 3103632) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 17 years of experience in the finance industry. Jason Frieder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Clayton L. Liscom
CRD#: 2535827
777 South Flagler, Suite 1200 - East Tower, West Palm Beach, FL 33401
96
Wealthminder
score

Clayton Liscom (CRD# 2535827) is an Investment Advisor Representative working at The Ayco Company,l.p. in West Palm Beach, FL and has over 22 years of experience in the finance industry.

5
Jonathan F. Loeck
CRD#: 4962432
17950 Preston Road, Suite 800, Dallas, TX 75252
96
Wealthminder
score

Jonathan Loeck (CRD# 4962432) is an Investment Advisor Representative working at The Ayco Company,l.p. in Dallas, TX and has over 11 years of experience in the finance industry.

6
Corey McGuire
CRD#: 4936066
8 Campus Drive, 3rd Floor, Parsippany, NJ 07054
96
Wealthminder
score

Corey McGuire (CRD# 4936066) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 10 years of experience in the finance industry.

7
William R. Simmermacher
CRD#: 4990236
200 West Street, New York, NY 10282
96
Wealthminder
score

William Simmermacher (CRD# 4990236) is an Investment Advisor Representative working at The Ayco Company,l.p. in New York, NY and has over 9 years of experience in the finance industry.

8
Alan D. Wagman
CRD#: 1517262
17885 Von Karman Ave., Suite 300, Irvine, CA 92614
96
Wealthminder
score

Alan Wagman (CRD# 1517262) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 6 years of experience in the finance industry.

9
Christopher J. Winter
CRD#: 5130462
8 Campus Drive, 3rd Floor, Parsippany, NJ 07054
96
Wealthminder
score

Christopher Winter (CRD# 5130462) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 7 years of experience in the finance industry. Christopher Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael J. Aguado
CRD#: 4266698
8 Campus Drive, Parsippany, NJ 07054
93
Wealthminder
score

Michael Aguado (CRD# 4266698) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 15 years of experience in the finance industry.

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