# Financial advisors in Syracuse, NY

> AdvisorCensus lists 41 investment advisory firms with a principal office in the Syracuse metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/syracuse

## At a glance

- Investment advisory firms: 41
- Registration: SEC-registered investment adviser: 28, State-registered investment adviser: 12, Exempt reporting adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 17 (43%); Percentage of assets 38 (95%); Hourly charges 18 (45%); Fixed fees 13 (33%); Performance-based fees 1 (3%); Other 8 (20%); No compensation arrangements reported 1
- Regulatory assets under management (Item 5.F): Under $25 million 11 (27%); $25 million to $100 million 8 (20%); $100 million to $500 million 13 (32%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 4 (10%); Not reported 2 (5%)
- Years registered: Under 5 years 10 (24%); 5 to 9 years 11 (27%); 10 to 19 years 11 (27%); 20 years or more 9 (22%)

## Firms (page 1 of 1, 1 to 41 of 41, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adirondack Capital Advisors, LLC](https://advisorcensus.com/firm/adirondack-capital-advisors-llc-syracuse-ny-133305) ([md](https://advisorcensus.com/firm/adirondack-capital-advisors-llc-syracuse-ny-133305.md)) | 133305 | Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Armory Capital Management, LLC](https://advisorcensus.com/firm/armory-capital-management-llc-syracuse-ny-149008) ([md](https://advisorcensus.com/firm/armory-capital-management-llc-syracuse-ny-149008.md)) | 149008 | Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets |
| [Armory Square Ventures Manager, LLC](https://advisorcensus.com/firm/armory-square-ventures-manager-llc-skaneateles-ny-298870) ([md](https://advisorcensus.com/firm/armory-square-ventures-manager-llc-skaneateles-ny-298870.md)) | 298870 | Skaneateles, NY | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Arndt Financial Services LLC](https://advisorcensus.com/firm/arndt-financial-services-llc-fayetteville-ny-139918) ([md](https://advisorcensus.com/firm/arndt-financial-services-llc-fayetteville-ny-139918.md)) | 139918 | Fayetteville, NY | State-registered investment adviser | Under $25 million | 19 | % of assets |
| [BPC Advisors LLC](https://advisorcensus.com/firm/bpc-advisors-llc-east-syracuse-ny-284429) ([md](https://advisorcensus.com/firm/bpc-advisors-llc-east-syracuse-ny-284429.md)) | 284429 | East Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Carswell Investments, LLC](https://advisorcensus.com/firm/carswell-investments-llc-east-syracuse-ny-158205) ([md](https://advisorcensus.com/firm/carswell-investments-llc-east-syracuse-ny-158205.md)) | 158205 | East Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Champion, Jessica](https://advisorcensus.com/firm/champion-jessica-chittenango-ny-339413) ([md](https://advisorcensus.com/firm/champion-jessica-chittenango-ny-339413.md)) | 339413 | Chittenango, NY | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Constellation Asset Management, Inc.](https://advisorcensus.com/firm/constellation-asset-management-inc-fayetteville-ny-125704) ([md](https://advisorcensus.com/firm/constellation-asset-management-inc-fayetteville-ny-125704.md)) | 125704 | Fayetteville, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Dark Horse Wealth LLC](https://advisorcensus.com/firm/dark-horse-wealth-llc-cazenovia-ny-159999) ([md](https://advisorcensus.com/firm/dark-horse-wealth-llc-cazenovia-ny-159999.md)) | 159999 | Cazenovia, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [Djpuff Advisors Group, Inc.](https://advisorcensus.com/firm/djpuff-advisors-group-inc-camillus-ny-132754) ([md](https://advisorcensus.com/firm/djpuff-advisors-group-inc-camillus-ny-132754.md)) | 132754 | Camillus, NY | State-registered investment adviser | Under $25 million | 21 | Other |
| [Eagan Capital Management, LLC](https://advisorcensus.com/firm/eagan-capital-management-llc-fayetteville-ny-126599) ([md](https://advisorcensus.com/firm/eagan-capital-management-llc-fayetteville-ny-126599.md)) | 126599 | Fayetteville, NY | SEC-registered investment adviser | $25 million to $100 million | 18 | % of assets, Other |
| [Edward S. Green & Associates, LLC](https://advisorcensus.com/firm/edward-s-green-and-associates-llc-syracuse-ny-109243) ([md](https://advisorcensus.com/firm/edward-s-green-and-associates-llc-syracuse-ny-109243.md)) | 109243 | Syracuse, NY | State-registered investment adviser | Not reported | 7 | Other |
| [Goldstrike Capital LLC](https://advisorcensus.com/firm/goldstrike-capital-llc-north-syracuse-ny-338926) ([md](https://advisorcensus.com/firm/goldstrike-capital-llc-north-syracuse-ny-338926.md)) | 338926 | North Syracuse, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Hazard & Siegel Advisory Services LLC](https://advisorcensus.com/firm/hazard-and-siegel-advisory-services-llc-dewitt-ny-151462) ([md](https://advisorcensus.com/firm/hazard-and-siegel-advisory-services-llc-dewitt-ny-151462.md)) | 151462 | Dewitt, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [IBN Advisory Services, Inc.](https://advisorcensus.com/firm/ibn-advisory-services-inc-liverpool-ny-293288) ([md](https://advisorcensus.com/firm/ibn-advisory-services-inc-liverpool-ny-293288.md)) | 293288 | Liverpool, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [IBN Financial Services, Inc](https://advisorcensus.com/firm/ibn-financial-services-inc-liverpool-ny-42360) ([md](https://advisorcensus.com/firm/ibn-financial-services-inc-liverpool-ny-42360.md)) | 42360 | Liverpool, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Other |
| [Ives Hill Wealth Management](https://advisorcensus.com/firm/ives-hill-wealth-management-dewitt-ny-341031) ([md](https://advisorcensus.com/firm/ives-hill-wealth-management-dewitt-ny-341031.md)) | 341031 | Dewitt, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [J.w.burns & Company, Inc.](https://advisorcensus.com/firm/j-w-burns-and-company-inc-dewitt-ny-107835) ([md](https://advisorcensus.com/firm/j-w-burns-and-company-inc-dewitt-ny-107835.md)) | 107835 | Dewitt, NY | SEC-registered investment adviser | $1 billion to $5 billion | 49 | % of assets |
| [Leigh Baldwin & Co., LLC](https://advisorcensus.com/firm/leigh-baldwin-and-co-llc-cazenovia-ny-38751) ([md](https://advisorcensus.com/firm/leigh-baldwin-and-co-llc-cazenovia-ny-38751.md)) | 38751 | Cazenovia, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Other |
| [Lipe & Dalton Investment Counsel](https://advisorcensus.com/firm/lipe-and-dalton-investment-counsel-syracuse-ny-132737) ([md](https://advisorcensus.com/firm/lipe-and-dalton-investment-counsel-syracuse-ny-132737.md)) | 132737 | Syracuse, NY | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets |
| [LTS Wealth Management](https://advisorcensus.com/firm/lts-wealth-management-syracuse-ny-338992) ([md](https://advisorcensus.com/firm/lts-wealth-management-syracuse-ny-338992.md)) | 338992 | Syracuse, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Main Street Wealth Management, LLC](https://advisorcensus.com/firm/main-street-wealth-management-llc-liverpool-ny-301185) ([md](https://advisorcensus.com/firm/main-street-wealth-management-llc-liverpool-ny-301185.md)) | 301185 | Liverpool, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Marcellus Capital Management, LLC](https://advisorcensus.com/firm/marcellus-capital-management-llc-skaneateles-ny-292009) ([md](https://advisorcensus.com/firm/marcellus-capital-management-llc-skaneateles-ny-292009.md)) | 292009 | Skaneateles, NY | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [MPM Advisors Group LLC](https://advisorcensus.com/firm/mpm-advisors-group-llc-liverpool-ny-335595) ([md](https://advisorcensus.com/firm/mpm-advisors-group-llc-liverpool-ny-335595.md)) | 335595 | Liverpool, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Newman Ladd Capital Advisors, LLC.](https://advisorcensus.com/firm/newman-ladd-capital-advisors-llc-camillus-ny-129860) ([md](https://advisorcensus.com/firm/newman-ladd-capital-advisors-llc-camillus-ny-129860.md)) | 129860 | Camillus, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Nottingham Wealth Partners, Inc.](https://advisorcensus.com/firm/nottingham-wealth-partners-inc-syracuse-ny-306971) ([md](https://advisorcensus.com/firm/nottingham-wealth-partners-inc-syracuse-ny-306971.md)) | 306971 | Syracuse, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [OMC Financial Services Ltd](https://advisorcensus.com/firm/omc-financial-services-ltd-dewitt-ny-110528) ([md](https://advisorcensus.com/firm/omc-financial-services-ltd-dewitt-ny-110528.md)) | 110528 | Dewitt, NY | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Hourly |
| [Passive Capital Management, LLC](https://advisorcensus.com/firm/passive-capital-management-llc-syracuse-ny-142870) ([md](https://advisorcensus.com/firm/passive-capital-management-llc-syracuse-ny-142870.md)) | 142870 | Syracuse, NY | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Pinnacle Advisors LLC](https://advisorcensus.com/firm/pinnacle-advisors-llc-east-syracuse-ny-107275) ([md](https://advisorcensus.com/firm/pinnacle-advisors-llc-east-syracuse-ny-107275.md)) | 107275 | East Syracuse, NY | SEC-registered investment adviser | Under $25 million | 29 | % of assets |
| [Pinnacle Capital Management, LLC](https://advisorcensus.com/firm/pinnacle-capital-management-llc-east-syracuse-ny-141661) ([md](https://advisorcensus.com/firm/pinnacle-capital-management-llc-east-syracuse-ny-141661.md)) | 141661 | East Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Pinnacle Investments, LLC](https://advisorcensus.com/firm/pinnacle-investments-llc-east-syracuse-ny-142910) ([md](https://advisorcensus.com/firm/pinnacle-investments-llc-east-syracuse-ny-142910.md)) | 142910 | East Syracuse, NY | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Other |
| [Pushkin Advisory Group, LLC](https://advisorcensus.com/firm/pushkin-advisory-group-llc-skaneateles-ny-226674) ([md](https://advisorcensus.com/firm/pushkin-advisory-group-llc-skaneateles-ny-226674.md)) | 226674 | Skaneateles, NY | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors](https://advisorcensus.com/firm/r-s-petrell-and-associates-llc-d-b-a-strategic-wealth-advisors-dewitt-ny-143462) ([md](https://advisorcensus.com/firm/r-s-petrell-and-associates-llc-d-b-a-strategic-wealth-advisors-dewitt-ny-143462.md)) | 143462 | Dewitt, NY | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets |
| [Reagan Companies Asset Management, Inc](https://advisorcensus.com/firm/reagan-companies-asset-management-inc-syracuse-ny-161648) ([md](https://advisorcensus.com/firm/reagan-companies-asset-management-inc-syracuse-ny-161648.md)) | 161648 | Syracuse, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Rialto Wealth Management](https://advisorcensus.com/firm/rialto-wealth-management-syracuse-ny-319411) ([md](https://advisorcensus.com/firm/rialto-wealth-management-syracuse-ny-319411.md)) | 319411 | Syracuse, NY | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Rockbridge Investment Management, LLC](https://advisorcensus.com/firm/rockbridge-investment-management-llc-syracuse-ny-115754) ([md](https://advisorcensus.com/firm/rockbridge-investment-management-llc-syracuse-ny-115754.md)) | 115754 | Syracuse, NY | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee |
| [Shope Advisors Group](https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056) ([md](https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056.md)) | 144056 | Camillus, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Sinopoli & Sinopoli Financial Services, LLC](https://advisorcensus.com/firm/sinopoli-and-sinopoli-financial-services-llc-east-syracuse-ny-118559) ([md](https://advisorcensus.com/firm/sinopoli-and-sinopoli-financial-services-llc-east-syracuse-ny-118559.md)) | 118559 | East Syracuse, NY | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Sterling IMC](https://advisorcensus.com/firm/sterling-imc-dewitt-ny-107706) ([md](https://advisorcensus.com/firm/sterling-imc-dewitt-ny-107706.md)) | 107706 | Dewitt, NY | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Summit Planning Group, Inc.](https://advisorcensus.com/firm/summit-planning-group-inc-e-syracuse-ny-125994) ([md](https://advisorcensus.com/firm/summit-planning-group-inc-e-syracuse-ny-125994.md)) | 125994 | E. Syracuse, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Upstate Advisors Group](https://advisorcensus.com/firm/upstate-advisors-group-north-syracuse-ny-135107) ([md](https://advisorcensus.com/firm/upstate-advisors-group-north-syracuse-ny-135107.md)) | 135107 | North Syracuse, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Syracuse, NY?**
AdvisorCensus lists 41 investment advisory firms with a principal office in the Syracuse metro area, from Form ADV filings as of October 2026: 28 SEC-registered, 12 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Syracuse, NY?**
17 of the 41 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Syracuse, NY offer financial planning?**
29 of the 40 firms in Syracuse, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Syracuse, NY fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 17 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/ny/syracuse.csv

Cite as: AdvisorCensus. Financial advisors in Syracuse, NY: 41 firms from Form ADV filings as of October 2026.