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
William Patrick Yard
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
Samuel C. Conde
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kevin Flavin
Registered Affiliation(s):IBN FINANCIAL SERVICES, INC.
Kathleen Knaul Hierholzer
Registered Affiliation(s):PINNACLE INVESTMENTS, LLC
Patrick R. Lynch
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Richard James Doyle
Registered Affiliation(s):PFS INVESTMENTS INC.
William T. Zaika
Registered Affiliation(s):FARTHER FINANCE ADVISORS, LLC
Nicholas James Beiter
Registered Affiliation(s):LINCOLN INVESTMENT
John Calvin Serafin
Registered Affiliation(s):MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Jason Paul Moody
Registered Affiliation(s):LPL FINANCIAL LLC
Gary Daniel Lucas
Registered Affiliation(s):LPL FINANCIAL LLC
Brett E Burbine
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Jean Marie Hart
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Michael John Zoanetti
Registered Affiliation(s):LPL FINANCIAL LLC
Timothy Corey Carr
Registered Affiliation(s):PINNACLE INVESTMENTS, LLC
Judy M Mumford
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Jared Matthew Houseman
Registered Affiliation(s):CADARET, GRANT & CO., INC.
George Ranyard Allen
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
John Scott Winchek
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Kevin Anthony Visconti
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Sean R Becker
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Jean Marie Judge
Registered Affiliation(s):MORGAN STANLEY
Michael Stuart Wirtheim
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Estella Lee Taylor-greene
Registered Affiliation(s):KEY INVESTMENT SERVICES 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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