Top financial advisors in Rome, NY
We’ve curated a list of the best financial advisors in Rome, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$31,845,947
Number of advisors
3 advisors
| $31,845,947 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rome, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rome. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Birch Wealth Management
Birch Wealth Management, a registered investment adviser based in Rome, New York, has been providing investment advisory services since August 2019. The firm offers portfolio management, financial planning, and financial consulting services. Clients can benefit from discretionary portfolio management, where the firm tailors investment advice to meet individual needs and objectives. Birch Wealth Management charges a blended percentage fee based on assets under management, with fees ranging from 1.50% to 0.70% depending on the asset level. Financial planning services are offered at an hourly fee of $50 - $250, with fees payable at inception and completion of services. The firm may recommend IRA rollovers and acts as a fiduciary, obligated to act in clients' best interests. As of January 30, 2025, Birch Wealth Management manages $49,734,169 in client assets on a discretionary basis. Clients have the option to grant the firm investment discretion, allowing Birch Wealth Management to manage accounts without prior approval for each transaction. The firm does not vote on client securities' proxies and does not have custody of client funds or securities. Birch Wealth Management does not receive compensation for client referrals and does not participate in performance-based fees or side-by-side management. Clients receive ongoing account reviews and financial planning updates as needed.
$31,845,947 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesAdvisory Consulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rome, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rome. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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