Best Financial Advisors in SYRACUSE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SYRACUSE
LIPE & DALTON INVESTMENT COUNSEL
SYRACUSE, NY · Since 2006
ADIRONDACK CAPITAL ADVISORS, LLC
SYRACUSE, NY · Since 2019
REAGAN COMPANIES ASSET MANAGEMENT, INC
SYRACUSE, NY · Since 2013
RIALTO WEALTH MANAGEMENT
SYRACUSE, NY · Since 2022
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
SYRACUSE, NY · Since 2001
PASSIVE CAPITAL MANAGEMENT, LLC
SYRACUSE, NY · Since 2008
ARMORY CAPITAL MANAGEMENT, LLC
SYRACUSE, NY · Since 2009
NOTTINGHAM WEALTH PARTNERS, INC.
SYRACUSE, NY · Since 2021
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 SYRACUSE?
The median advisory fee in SYRACUSE, NY is 0.95% of assets under management per year, based on Form ADV filings from 8 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.