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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!
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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
Decisional Wealth Advisors, LLC
Decisional Wealth Advisors, LLC
7000 E. Genesee Street
Building C, Unit 7
315-877-0554
Top Financial Advisor Firms in Syracuse, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 Advisor | Office Location | Phone 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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