Financial advisers in Syracuse, NY

8 registered investment adviser firms in Syracuse managing $6.1B in assets, based on public SEC Form ADV filings.

Rockbridge Investment Management, LLC

Syracuse, NY · Est. 2001

Local

Fee-based

AUM: $1.8B
Per adviser: $141M
Advisers: 13

No reported disclosures

Reagan Companies Asset Management, INC

Syracuse, NY · Est. 2013

Local

Fee-based

AUM: $1.2B
Per adviser: $232M
Advisers: 5

No reported disclosures

Passive Capital Management, LLC

Syracuse, NY · Est. 2008

Local

Fee-only

AUM: $997M
Per adviser: $125M
Advisers: 8

No reported disclosures

Lipe & Dalton Investment Counsel

Syracuse, NY · Est. 2006

Local

Fee-only

AUM: $780M
Per adviser: $390M
Advisers: 2

No reported disclosures

Rialto Wealth Management

Syracuse, NY · Est. 2022

Local

Fee-based

AUM: $626M
Per adviser: $104M
Advisers: 6

No reported disclosures

Adirondack Capital Advisors, LLC

Syracuse, NY · Est. 2019

Local

Fee-based

AUM: $422M
Per adviser: $106M
Advisers: 4

No reported disclosures

Armory Capital Management, LLC

Syracuse, NY · Est. 2009

LocalInternational

Fee-only

AUM: $167M
Per adviser: $84M
Advisers: 2

No reported disclosures

Nottingham Wealth Partners, INC.

Syracuse, NY · Est. 2021

Regional

Fee-based

AUM: $80M
Per adviser: $27M
Advisers: 3

No reported disclosures