Falists

New York · 6 advisers

Financial Advisors in East Syracuse, New York

Looking for a financial advisor in East Syracuse, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in East Syracuse — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

6

With website

6

Largest AUM

$1.29B

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth5Planning4Trusts5Retirement1Institutional5

Top advisors in East Syracuse

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

BPC ADVISORS LLC

East Syracuse, NY

AUM

$158.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(315) 430-7700

Full profileVisit site →

More cities in New York

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Common questions

How many financial advisors are in East Syracuse, New York?
6 registered investment advisers are listed in our East Syracuse directory, sourced from public SEC filings.
What types of advisors are in East Syracuse?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in East Syracuse?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.