Financial advisers in Ithaca, NY
5 registered investment adviser firms in Ithaca managing $1.3B in assets, based on public SEC Form ADV filings.
Cornell Pochily Investment Advisors, INC.
Ithaca, NY · Est. 2007
Local
- AUM
- $654M
- Per adviser
- $131M
- Advisers
- 5
No reported disclosures
Fingerlakes Wealth Management, INC.
Ithaca, NY · Est. 2009
Local
- AUM
- $285M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
New Horizon Financial Strategies, LLC
Ithaca, NY · Est. 2020
Local
- AUM
- $217M
- Per adviser
- $36M
- Advisers
- 6
No reported disclosures
Merryfield Barnes, LLC
Ithaca, NY · Est. 2011
Local
- AUM
- $124M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Anchor Capital Management, LLC
Ithaca, NY · Est. 2014
Local
- AUM
- $61M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures