Best Financial Advisors in EAST SYRACUSE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$300M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in EAST SYRACUSE
#1
100
CARSWELL INVESTMENTS, LLC
EAST SYRACUSE, NY · Since 2011
$322M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
BPC ADVISORS LLC
EAST SYRACUSE, NY · Since 2019
$158M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
PINNACLE ADVISORS LLC
EAST SYRACUSE, NY · Since 1996
$433K AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
PINNACLE CAPITAL MANAGEMENT, LLC
EAST SYRACUSE, NY · Since 2006
$300M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
69
PINNACLE INVESTMENTS, LLC
EAST SYRACUSE, NY · Since 2007
$1.3B AUM55 clientsFee: 0%
Broker-Dealer1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in EAST SYRACUSE?
The median advisory fee in EAST SYRACUSE, NY is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.