Falists

New York · 10 advisers

Financial Advisors in Syracuse, New York

Looking for a financial advisor in Syracuse, New York? Falists indexes 10 SEC-registered and state-registered investment advisers in Syracuse — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.84B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

7

Largest AUM

$1.84B

Financial planning

8

Filter by specialty

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

AllWealth9Planning8Trusts9Retirement6Institutional6

Top advisors in Syracuse

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

View all 10 →

RIALTO WEALTH MANAGEMENT

Syracuse, NY

AUM

$625.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

315-992-9129

Full profileNo website

LTS WEALTH MANAGEMENT

Syracuse, NY

AUM

$16K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

315.308.1144

Full profileNo website

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)

Common questions

How many financial advisors are in Syracuse, New York?
10 registered investment advisers are listed in our Syracuse directory, sourced from public SEC filings.
What types of advisors are in 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 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.