Fiduciary advisors in Syracuse, NY

7 registered advisers

Syracuse's working population and retirees create a client base for 7 SEC-registered fiduciary advisors in the area. 7 charge fees only, taking no commissions.

ADIRONDACK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #133305
Typical Fee--
AUM$350M
Minimum--
Clients1,084

ARMORY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #149008
Typical Fee--
AUM$144M
Minimum--
Clients317

LIPE & DALTON INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #132737
Typical Fee--
AUM$780M
Minimum--
Clients382

NOTTINGHAM WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #306971
Typical Fee--
AUM$80M
Minimum--
Clients299

PASSIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #142870
Typical Fee--
AUM$997M
Minimum--
Clients428

RIALTO WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #319411
Typical Fee--
AUM$404M
Minimum--
Clients738

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Syracuse, New YorkCRD #115754
Typical Fee--
AUM$1.7B
Minimum--
Clients4,108
Fiduciary Advisors in Syracuse, New York | FiduciaryListings