Best Financial Advisors in ITHACA, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$217M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ITHACA
#1
100
ANCHOR CAPITAL MANAGEMENT, LLC
ITHACA, NY · Since 2014
$61M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
NEW HORIZON FINANCIAL STRATEGIES, LLC
ITHACA, NY · Since 2020
$217M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
CORNELL POCHILY INVESTMENT ADVISORS, INC.
ITHACA, NY · Since 2007
$654M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
FINGERLAKES WEALTH MANAGEMENT, INC.
ITHACA, NY · Since 2009
$285M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
MERRYFIELD BARNES, LLC
ITHACA, NY · Since 2011
$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 ITHACA?
The median advisory fee in ITHACA, 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.