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Find The Best Financial Advisors in Syracuse, New York

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 Syracuse is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Syracuse & pick the one as per your needs

How To Find The Best Financial Advisors in Syracuse, New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Syracuse, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 59 non-vetted financial advisors in Syracuse, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Syracuse, New York have an average of 21 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.

List of Qualified Financial Advisors in Syracuse, New York

advisor-photo

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

advisor-photo

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

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Decisional Wealth Advisors, LLC

Decisional Wealth Advisors, LLC

7000 E. Genesee Street
Building C, Unit 7

Fayetteville, NY 13066

315-877-0554

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Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623

888-242-6766

Top Financial Advisor Firms in Syracuse, New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CADARET GRANT & CO INC
100 Madison Street, Suite 1300
Syracuse, NY, 13202
10641 $6,312,176,705 22459 A percentage of AUM, Hourly charges, Fixed fees
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
220 South Warren Street, 9th Floor
Syracuse, NY, 13202
115754 $1,571,201,224 3750 A percentage of AUM, Hourly charges, Fixed fees
PASSIVE CAPITAL MANAGEMENT, LLC
Salina Place, 205 S. Salina Street, Suite 403
Syracuse, NY, 13202
142870 $827,646,000 750 A percentage of AUM
LIPE & DALTON INVESTMENT COUNSEL
103 E. Water Street, Suite 305
Syracuse, NY, 13202
132737 $656,529,903 354 A percentage of AUM
EVEREST CONSULTANTS, LLC
443 North Franklin Street, Suite 210
Syracuse, NY, 13204
128474 $538,635,849 1597 A percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
FMF&E WEALTH MANAGEMENT, LLC
125 East Jefferson Street, Suite 920
Syracuse, NY, 13202
125721 $340,724,767 646 A percentage of AUM
ETFIDEA, LLC
120 Madison Street, Suite 1700,
Syracuse, NY, 13202
121188 $336,458,412 277 A percentage of AUM, Hourly charges, Fixed fees
ADIRONDACK CAPITAL ADVISORS, LLC
528 Plum Street, Suite 200
Syracuse, NY, 13204
133305 $265,719,615 761 A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER FEES)
RIALTO WEALTH MANAGEMENT
126 N Salina St., Suite 404
Syracuse, NY, 13214
319411 $201,882,000 388 A percentage of AUM, Fixed fees
BLUE WATER CAPITAL MANAGEMENT, LLC
507 Plum St., Suite 102
Syracuse, NY, 13204
143414 $181,622,383 612 A percentage of AUM, Hourly charges
ARMORY CAPITAL MANAGEMENT, LLC
110 West Fayette Street, Suite 900
Syracuse, NY, 13202
149008 $119,130,555 289 A percentage of AUM
ONEGROUP WEALTH PARTNERS, INC.
5790 Widewaters Parkway,
Syracuse, NY, 13214
306971 $54,103,482 59 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Syracuse, New York

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Brian Turner
Inquire with Brian
120 E Washington St, Ste 926 Syracuse, NY 13202 315-218-5041
Brackens Financial Solutions
Inquire with Brackens
333 W. Washington Street, Suite 220 Syracuse, NY 13202 315-930-4499
Morgan Stanley Financial Advisors
Inquire with Morgan
250 So. Clinton St, Ste 500 Syracuse, NY 13202 315-464-3300
Matthew Lasher
Inquire with Matthew
241 E Genesee St, Syracuse, NY 13202 315-234-7021
James F Prioletti
Inquire with James
241 E Genesee St, Syracuse, NY 13202 315-234-7021
Cole Henderson
Inquire with Cole
250 So. Clinton St, Ste 500 Syracuse, NY 13202 315-448-3325
Maureen A Novak
Inquire with Maureen
250 So. Clinton St, Ste 500 Syracuse, NY 13202 315-448-3370
Mary Swan
Inquire with Mary
250 So. Clinton St, Ste 500 Syracuse, NY 13202 315-464-3365
The Carta Group
Inquire with The
5790 Widewaters Parkway, Suite 100B Syracuse, NY 13214 315-445-7384
S Mark Alton
Inquire with S
250 S Clinton St, Ste 500 Syracuse, NY 13202 315-448-3319

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