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Find The Best Financial Advisors in Utica, 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 Utica is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Utica & pick the one as per your needs

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

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Utica, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 19 non-vetted financial advisors in Utica, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Utica, 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 Utica, New York

advisor-photo

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
STRATEGIC FINANCIAL SERVICES
114 Business Park Drive,
Utica, NY, 13502
109677 $1,848,073,650 2754 A percentage of AUM, Commision Based
ADIRONDACK FINANCIAL SERVICES CORP
185 Genesee Street, Suite 210
Utica, NY, 13501
126155 $420,289,221 828 A percentage of AUM, Fixed fees
CARUSO MCLEAN & CO., INC.
130 Lomond Court,
Utica, NY, 13502
126084 $227,370,046 198 A percentage of AUM, Fixed fees
PARADIGM CONSULTING, INC.
133 Business Park Drive,
Utica, NY, 13502
144990 $211,717,233 16 A percentage of AUM, Fixed fees
JC MIANO INVESTMENT ADVISORY SERVICE
258 Genesee St.,
Utica, NY, 13502-4627
132484 $50,300,000 52 A percentage of AUM
ONE HOPPER ASSET MANAGEMENT
1 Hopper Street,
Utica, NY, 13501
168816 $36,408,537 81 A percentage of AUM, Hourly charges

Additional Financial Advisors in Utica, New York

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Morgan Stanley Financial Advisors
Inquire with Morgan
106 Business Park Dr, Utica, NY 13502 315-797-2000
James A La Paglia
Inquire with James
106 Business Park Dr, Utica, NY 13502 315-792-1289
Mark J Leogrande
Inquire with Mark
106 Business Park Dr, Utica, NY 13502 315-792-1223
Martin Capra
Inquire with Martin
106 Business Park Dr, Utica, NY 13502 315-792-1210
Matthew J Sohns
Inquire with Matthew
106 Business Park Dr, Utica, NY 13502 315-792-1203
Jeffrey Moro
Inquire with Jeffrey
106 Business Park Dr, Utica, NY 13502 315-792-1214
Scharf, DeSarro, La Paglia, Leogrande Group
Inquire with Scharf,
106 Business Park Dr, Utica, NY 13502 315-792-1216
Frederick Sadallah
Inquire with Frederick
106 Business Park Dr, Utica, NY 13502 315-792-1206
Karim Madmoune
Inquire with Karim
106 Business Park Dr, Utica, NY 13502 315-792-1234
The Sadallah Group
Inquire with The
106 Business Park Dr, Utica, NY 13502 315-797-2000

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