ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, SYRACUSE
8 advisers found
REAGAN COMPANIES ASSET MANAGEMENT, INC
Syracuse, NY
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-673-2094
PASSIVE CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$996.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
315-478-3130
ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, NY
AUM
$422.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
315-434-5597
ARMORY CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-701-6452
NOTTINGHAM WEALTH PARTNERS, INC.
Syracuse, NY
AUM
$80.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-472-2312
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