Investment advisers in Utica, NY
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Strategic Financial Services | $2.81 billion | 39 | 0 |
| Adirondack Financial Services Corp | $461.8 million | 16 | 2 |
| Caruso Mclean & Co., Inc. | $281.8 million | 5 | 0 |
| One Hopper Asset Management | $57.5 million | 3 | 0 |
| Jc Miano Investment Advisory Service | $54.5 million | 1 | 0 |