Adviser Record

Investment advisers in Corning, NY

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Socha Financial Group, LLC$430.0 million60
Burns Matteson Capital Management, LLC$400.4 million60
Bck Partners, Inc.$212.7 million50
Rooted Planning Group$157.0 million70
Alsworth Capital Management, LLC$116.7 million80
Lake Road Advisors, LLC$98.8 million20