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Advisers in Syracuse, NY

10 advisers in Syracuse — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (5)% of assets managed (9)Retirement plan consulting (5)

All advisers

Adirondack Capital Advisors, LLC528 Plum Street, Suite 200 · Syracuse, NY 13204 · (315) 434-5597 · Financial planningCRD 133305 · % of assets, Hourly charges, Fixed fees · $422.3 million AUMSEC registeredNo commissions reported Armory Capital Management, LLC110 West Fayette Street, Suite 900 · Syracuse, NY 13202 · (315) 701-6452 · Financial planningCRD 149008 · % of assets · $167.1 million AUMSEC registeredNo commissions reported Edward S. Green & Associates, LLC110 West Fayette Street, One Lincoln Center, Suite 1000 · Syracuse, NY 13202 · (315) 701-6329CRD 109243 · OtherState registeredNo commissions reported Lipe & Dalton Investment Counsel103 E. Water Street, Suite 305 · Syracuse, NY 13202 · (315) 428-8585 · % of assets managedCRD 132737 · % of assets · $779.9 million AUMSEC registeredNo commissions reported Lts Wealth Management120 E Washington Street Suite 415 · Syracuse, NY 13202 · (315) 308-1144 · Financial planningCRD 338992 · % of assets, Hourly charges · $16,495 AUMState registeredNo commissions reported Nottingham Wealth Partners, INC.333 Butternut Dr. · Syracuse, NY 13214 · (561) 472-2312 · Financial planningCRD 306971 · % of assets, Hourly charges, Fixed fees · $80.5 million AUMSEC registeredNo commissions reported Passive Capital Management, LLCSalina Place, 205 S. Salina Street, Suite 403 · Syracuse, NY 13202 · (315) 478-3130 · Financial planningCRD 142870 · % of assets · $996.9 million AUMSEC registeredNo commissions reported Reagan Companies Asset Management, INC443 N Franklin St, Suite 220 · Syracuse, NY 13204 · (315) 673-2094 · Financial planningCRD 161648 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Rialto Wealth Management126 N Salina St., Suite 330 · Syracuse, NY 13202 · (315) 992-9129 · Financial planningCRD 319411 · % of assets, Hourly charges, Fixed fees · $625.9 million AUMSEC registeredNo commissions reported Rockbridge Investment Management, LLC220 South Warren Street, 9th Floor · Syracuse, NY 13202 · (315) 671-0588 · Financial planningCRD 115754 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported

Talking to advisers in Syracuse? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.