Investment advisers in East Syracuse, NY
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Pinnacle Investments, LLC | $1.29 billion | 60 | 4 |
| Carswell Investments, LLC | $322.5 million | 2 | 0 |
| Pinnacle Capital Management, LLC | $300.5 million | 7 | 0 |
| Bpc Advisors LLC | $158.3 million | 2 | 0 |
| Summit Planning Group, Inc. | $111.0 million | 4 | 3 |
| Pinnacle Advisors LLC | $433,140 | 2 | 2 |