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 Institutional advisors in NY, SYRACUSE
6 advisers found
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
LIPE & DALTON INVESTMENT COUNSEL
Syracuse, NY
AUM
$779.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-428-8585
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
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