Top Financial Advisors in Syracuse, New York
Finding the right financial advisor in Syracuse is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Syracuse, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Syracuse, NY.
Find the Best Financial Advisor Firms in Syracuse:
CADARET, GRANT & CO., INC.
CRD#: 10641
Address: 100 Madison Street Suite 1300, Syracuse, NY 13202
Clients: 16,847
In Business for: 45 Years
Average Clients per Advisor: 32
AUM: $ 5.8B
Disclosures: 20
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
CRD#: 115754
Address: 220 South Warren Street 9th Floor, Syracuse, NY 13202
Clients: 1,134
Average Clients per Advisor: 81
AUM: $ 1.3B
ETFIDEA, LLC
CRD#: 121188
Address: 120 Madison Street, Suite 1700, Syracuse, NY 13202
Clients: 251
Average Clients per Advisor: 62
AUM: $ 319M
ADIRONDACK CAPITAL ADVISORS, LLC
CRD#: 133305
Address: 528 Plum Street Suite 200, Syracuse, NY 13204
Clients: 253
Average Clients per Advisor: 63
AUM: $ 251M
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 143414
Address: 507 Plum St. Suite 102, Syracuse, NY 13204
Clients: 299
Average Clients per Advisor: 99
AUM: $ 150M
ARMORY CAPITAL MANAGEMENT, LLC
CRD#: 149008
Address: 110 West Fayette Street Suite 900, Syracuse, NY 13202
Clients: 60
Average Clients per Advisor: 30
AUM: $ 114M
How We Chose the Top Financial Advisors in Syracuse, New York
To create this list of top financial advisor firms in Syracuse, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Syracuse has to offer.
Search Financial Advisors in Syracuse, New York
Adam J Loedel
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Brian A Perdew
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
James F Mccarthy
Registered Affiliation(s):NEWMAN LADD CAPITAL ADVISORS, LLC.
Richard Edward Hummel
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Thomas Joseph Ukleya
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Thomas Kenneth Bailey
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
Eric Thomas Sullivan
Registered Affiliation(s):LPL FINANCIAL LLC
Jonathan David Straus
Registered Affiliation(s):COMMONS CAPITAL, LLC
Jay Steven Rosoff
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Peter J. Simmonds
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Joseph Kenney
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
John Leonard Nelson
Registered Affiliation(s):TAG WEALTH ADVISORS
Stephanie Jo Ruffo
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Daniel Richard Michel
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Andrea Jayne Cruz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark Skeie Couch
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Avis Annette Hill
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Timothy Morgan
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Carol Anne Doyle
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Joseph John Saya
Registered Affiliation(s):PINNACLE INVESTMENTS, LLC
Jeffrey Edward Boyea
Registered Affiliation(s):LPL FINANCIAL LLC
Vincent Luke Beals
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Laurel Ann Watkins
Registered Affiliation(s):LPL FINANCIAL LLC
Suzanne Leah Kane
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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