National Retirement Planning Experts

National Coverage
Local Professionals

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. 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 - 31-May-2023

If you’re looking for qualified financial advisors in Syracuse, New York, is a useful resource. We've compiled a list of the 4 vetted financial advisors and 52 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 31 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


Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204



Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214



Strategic Financial Services

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502



Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623


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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
100 Madison Street, Suite 1300 Syracuse, NY 13202
10641 $6,312,176,705 22459 A percentage of AUM, Hourly charges, Fixed fees
220 South Warren Street, 9th Floor Syracuse, NY 13202
115754 $1,571,201,224 3750 A percentage of AUM, Hourly charges, Fixed fees
Salina Place, 205 S. Salina Street, Suite 403 Syracuse, NY 13202
142870 $827,646,000 750 A percentage of AUM
103 E. Water Street, Suite 305 Syracuse, NY 13202
132737 $656,529,903 354 A percentage of AUM
443 North Franklin Street, Suite 210 Syracuse, NY 13204
128474 $538,635,849 1597 A percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
125 East Jefferson Street, Suite 920 Syracuse, NY 13202
125721 $340,724,767 646 A percentage of AUM
120 Madison Street, Suite 1700, Syracuse, NY 13202
121188 $336,458,412 277 A percentage of AUM, Hourly charges, Fixed fees
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)
126 N Salina St., Suite 404 Syracuse, NY 13214
319411 $201,882,000 388 A percentage of AUM, Fixed fees
507 Plum St., Suite 102 Syracuse, NY 13204
143414 $181,622,383 612 A percentage of AUM, Hourly charges
110 West Fayette Street, Suite 900 Syracuse, NY 13202
149008 $119,130,555 289 A percentage of AUM
5790 Widewaters Parkway, Syracuse, NY 13214
306971 $54,103,482 59 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in 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 Carta
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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors