Investment advisers in Syracuse, NY
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Rockbridge Investment Management, LLC | $1.84 billion | 18 | 0 |
| Reagan Companies Asset Management, Inc | $1.16 billion | 9 | 0 |
| Passive Capital Management, LLC | $996.9 million | 8 | 0 |
| Lipe & Dalton Investment Counsel | $779.9 million | 2 | 0 |
| Rialto Wealth Management | $625.9 million | 7 | 0 |
| Adirondack Capital Advisors, LLC | $422.3 million | 7 | 0 |
| Armory Capital Management, LLC | $167.1 million | 2 | 0 |
| Nottingham Wealth Partners, Inc. | $80.5 million | 7 | 0 |