Top Financial Advisors in Syracuse, New York
Finding the right financial advisor in Syracuse is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Syracuse, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Syracuse, NY.
Find the Best Financial Advisor Firms in Syracuse:
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
CRD#: 115754
Address: 220 South Warren Street 9th Floor, Syracuse, NY 13202
Clients: 1,202
Average Clients per Advisor: 92
AUM: $ 1.8B
REAGAN COMPANIES ASSET MANAGEMENT, INC
CRD#: 161648
Address: 443 N Franklin St Suite 220, Syracuse, NY 13204
Clients: 479
Average Clients per Advisor: 95
AUM: $ 1.2B
PASSIVE CAPITAL MANAGEMENT, LLC
CRD#: 142870
Address: Salina Place 205 S. Salina Street Suite 403, Syracuse, NY, 13202
Clients: 298
Average Clients per Advisor: 37
AUM: $ 997M
RIALTO WEALTH MANAGEMENT
CRD#: 319411
Address: 126 N Salina St. Suite 330, Syracuse, NY 13202
Clients: 192
Average Clients per Advisor: 32
AUM: $ 626M
ADIRONDACK CAPITAL ADVISORS, LLC
CRD#: 133305
Address: 528 Plum Street Suite 200, Syracuse, NY 13204
Clients: 290
Average Clients per Advisor: 72
AUM: $ 422M
ARMORY CAPITAL MANAGEMENT, LLC
CRD#: 149008
Address: 110 West Fayette Street Suite 900, Syracuse, NY 13202
Clients: 58
Average Clients per Advisor: 29
AUM: $ 144M
How We Chose the Top Financial Advisors in Syracuse, New York
To create this list of top financial advisor firms in Syracuse, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Syracuse has to offer.
Search Financial Advisors in Syracuse, New York
Roman Auerbach
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Paul James Rubacka
Registered Affiliation(s):EDELMAN FINANCIAL ENGINES
Jeremy Lee Fredenburg SR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Thomas O'connor
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Scott Towers
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marc John Anthony Franco
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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