Financial advisers in Utica, NY
5 registered investment adviser firms in Utica managing $3.7B in assets, based on public SEC Form ADV filings.
Strategic Financial Services
Utica, NY · Est. 1989
RegionalInternational
- AUM
- $2.8B
- Per adviser
- $108M
- Advisers
- 26
No reported disclosures
Adirondack Financial Services Corp
Utica, NY · Est. 2005
Local
- AUM
- $462M
- Per adviser
- $51M
- Advisers
- 9
No reported disclosures
Caruso Mclean & Co., INC.
Utica, NY · Est. 2005
Local
- AUM
- $282M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
One Hopper Asset Management
Utica, NY · Est. 2022
Local
- AUM
- $58M
- Per adviser
- $29M
- Advisers
- 2
No reported disclosures
Jc Miano Investment Advisory Service
Utica, NY · Est. 2007
Local
- AUM
- $55M
- Per adviser
- $55M
- Advisers
- 1
No reported disclosures