AdvisorGrade

Financial advisers in Corning, NY

6 registered investment adviser firms in Corning managing $1.4B in assets, based on public SEC Form ADV filings.

Socha Financial Group, LLC

Corning, NY · Est. 2019

LocalInternational
Fee-based
AUM
$430M
Per adviser
$143M
Advisers
3

No reported disclosures

Burns Matteson Capital Management, LLC

Corning, NY · Est. 2002

Local
Fee-based
AUM
$400M
Per adviser
$80M
Advisers
5

No reported disclosures

Bck Partners, INC.

Corning, NY · Est. 2016

Local
Fee-only
AUM
$213M
Per adviser
$106M
Advisers
2

No reported disclosures

Rooted Planning Group

Corning, NY · Est. 2018

Regional
Fee-based
AUM
$157M
Per adviser
$52M
Advisers
3

No reported disclosures

Alsworth Capital Management, LLC

Corning, NY · Est. 2018

LocalInternational
Fee-only
AUM
$117M
Per adviser
$58M
Advisers
2

No reported disclosures

Lake Road Advisors, LLC

Corning, NY · Est. 2019

Regional
Fee-based
AUM
$99M
Per adviser
$49M
Advisers
2

No reported disclosures