Top 10 advisors in Syracuse
We’ve curated a list of the best financial advisors in Syracuse, take a look at it below
Find an advisor in Syracuse| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,803,237,371 | 726 advisors | ||
| 2 | $1,221,182,489 | 19 advisors | ||
| 3 | $785,381,726 | 6 advisors | ||
| 4 | $605,514,001 | 2 advisors | ||
| 5 | $316,221,928 | 4 advisors | ||
| 6 | $314,544,008 | 6 advisors | ||
| 7 | $251,135,100 | 5 advisors | ||
| 8 | $216,637,000 | 4 advisors | ||
| 9 | $150,198,210 | 4 advisors | ||
| 10 | $98,630,725 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Syracuse, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Syracuse. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Cadaret Grant & Co Inc
Assets under management
$5,803,237,371
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Rockbridge Investment Management, LLC
Assets under management
$1,221,182,489
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Passive Capital Management, LLC
Assets under management
$785,381,726
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Lipe & Dalton Investment Counsel
Assets under management
$605,514,001
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Fmf&e Wealth Management, LLC
Assets under management
$316,221,928
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Everest Consultants, LLC
Assets under management
$314,544,008
Fee structure
A percentage of assets under your management
REFERRAL FEE, CONSULTING FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Referral Services
- Not sure which one to choose?Use our smart matching tool
7. Adirondack Capital Advisors, LLC
Assets under management
$251,135,100
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Advisory Consulting Services
8. Rialto Wealth Management
Assets under management
$216,637,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
9. Blue Water Capital Management, LLC
Assets under management
$150,198,210
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Armory Capital Management, LLC
Assets under management
$98,630,725
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.