The Ayco Company,l.p.

The Ayco Company,l.p. (CRD# 106693) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $29,530,369,522 in 48,415 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,530
    MILLION
  • Total Number of Accounts
    48,415
    ACCOUNTS
  • Average Account Value
    $609,943
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, WY

Financial Advisors at The Ayco Company,l.p.
Showing 1 - 10 of 543 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
Kenneth J. Terpening
CRD#: 5075351
25 British American Blvd., Latham, NY 12110
98
Wealthminder
score

Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at The Ayco Company,l.p. in Latham, NY and has over 12 years of experience in the finance industry.

3
Terrence R. Babe
CRD#: 3131629
1301 W. Lake Long Road, Suite 360, Troy, MI 48098
96
Wealthminder
score

Terrence Babe (CRD# 3131629) is an Investment Advisor Representative working at The Ayco Company,l.p. in Troy, MI and has over 19 years of experience in the finance industry.

4
Nate' D. Collette
CRD#: 4450164
Mellon Bank Center, 1735 Market St., 26th Fl, Philadelphia, PA 19103
96
Wealthminder
score

Nate' Collette (CRD# 4450164) is an Investment Advisor Representative working at The Ayco Company,l.p. in Philadelphia, PA and has over 5 years of experience in the finance industry. Nate' Collette 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.

5
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 19 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.

6
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 23 years of experience in the finance industry.

7
Jonathan F. Loeck
CRD#: 4962432
321 Broadway, Saratoga Springs, NY 12866
96
Wealthminder
score

Jonathan Loeck (CRD# 4962432) is an Investment Advisor Representative working at The Ayco Company,l.p. in Saratoga Springs, NY and has over 12 years of experience in the finance industry.

8
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 12 years of experience in the finance industry.

9
Kevin T. Smith
CRD#: 5440956
125 High Street, 20th Floor, Boston, MA 02110
96
Wealthminder
score

Kevin Smith (CRD# 5440956) is an Investment Advisor Representative working at The Ayco Company,l.p. in Boston, MA and has over 8 years of experience in the finance industry. Kevin Smith 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
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 7 years of experience in the finance industry.

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