Best Financial Advisors in ITHACA, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in ITHACA
ANCHOR CAPITAL MANAGEMENT, LLC
ITHACA, NY · Since 2014
NEW HORIZON FINANCIAL STRATEGIES, LLC
ITHACA, NY · Since 2020
CORNELL POCHILY INVESTMENT ADVISORS, INC.
ITHACA, NY · Since 2007
FINGERLAKES WEALTH MANAGEMENT, INC.
ITHACA, NY · Since 2009
MERRYFIELD BARNES, LLC
ITHACA, NY · Since 2011
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.