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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 3 vetted financial advisors and 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 28 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

Gregory Jennings

OMC Financial Services, Ltd.

315-446-8720

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 $5,842,605,463 23861 A Percentage of AUM, Hourly charges, Fixed Fees
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
220 South Warren Street, 9th Floor
Syracuse, NY, 13202
115754 $1,262,908,782 3631 A Percentage of AUM, Hourly charges, Fixed Fees
PASSIVE CAPITAL MANAGEMENT, LLC
Salina Place, 205 S. Salina Street, Suite 403
Syracuse, NY, 13202
142870 $794,689,488 727 A Percentage of AUM
LIPE & DALTON INVESTMENT COUNSEL
103 E. Water Street, Suite 305
Syracuse, NY, 13202
132737 $605,514,001 351 A Percentage of AUM
EVEREST CONSULTANTS, LLC
443 North Franklin Street, Suite 210
Syracuse, NY, 13204
128474 $445,965,627 1628 A Percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
ETFIDEA, LLC
120 Madison Street, Suite 1700,
Syracuse, NY, 13202
121188 $319,437,457 268 A Percentage of AUM, Hourly charges, Fixed Fees
FMF&E WEALTH MANAGEMENT, LLC
125 East Jefferson Street, Suite 920
Syracuse, NY, 13202
125721 $316,559,274 674 A Percentage of AUM
ADIRONDACK CAPITAL ADVISORS, LLC
528 Plum Street, Suite 200
Syracuse, NY, 13204
133305 $251,135,100 819 A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISER FEES)
RIALTO WEALTH MANAGEMENT
126 N Salina St., Suite 404
Syracuse, NY, 13202
319411 $218,567,000 454 A Percentage of AUM, Fixed Fees
BLUE WATER CAPITAL MANAGEMENT, LLC
507 Plum St., Suite 102
Syracuse, NY, 13204
143414 $150,198,210 642 A Percentage of AUM, Hourly charges
ARMORY CAPITAL MANAGEMENT, LLC
110 West Fayette Street, Suite 900
Syracuse, NY, 13202
149008 $113,576,583 302 A Percentage of AUM
ONEGROUP WEALTH PARTNERS, INC.
5790 Widewaters Parkway,
Syracuse, NY, 13214
306971 $37,204,573 78 A Percentage of AUM, Hourly charges, Fixed Fees

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