SOCHA FINANCIAL GROUP, LLC
Corning, NY
AUM
$430.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
607-962-0605
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, CORNING
6 advisers found
BURNS MATTESON CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$400.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-937-9282
BCK PARTNERS, INC.
Corning, NY
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(607) 654-1182
ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
ALSWORTH CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(607) 973-2665
LAKE ROAD ADVISORS, LLC
Corning, NY
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(607) 438-2914