Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Ithaca is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Ithaca & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Ithaca, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Ithaca, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ithaca, New York have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS, INC. 2415 North Triphammer Road, Suite 1 Ithaca, NY, 14850-1094 | 145355 | $444,073,163 | 1155 | A Percentage of AUM, Hourly charges, Fixed Fees |
FINGERLAKES WEALTH MANAGEMENT, INC. 450 North Aurora Street, Ithaca, NY, 14850 | 149709 | $147,868,456 | 1094 | A Percentage of AUM, Hourly charges, Fixed Fees |
MERRYFIELD BARNES, LLC 202 East State Street, Suite 301 Ithaca, NY, 14850 | 159862 | $93,358,378 | 457 | A Percentage of AUM, Hourly charges, Fixed Fees |
NEW HORIZON FINANCIAL STRATEGIES, LLC 944 Dryden Road, Ithaca, NY, 14850 | 125729 | $61,470,785 | 358 | A Percentage of AUM, Hourly charges, Fixed Fees |
ANCHOR CAPITAL MANAGEMENT, LLC 323 Taughannock Boulevard, #8 Ithaca, NY, 14850 | 124600 | $37,502,581 | 43 | A Percentage of AUM, Hourly charges, Fixed Fees |
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