AdvisorCensus / Financial advisors / New York / Syracuse, NY / Branch offices
Advisory firms with an office in Syracuse, NY, headquartered elsewhere
32 investment advisory firms with a principal office outside the Syracuse, NY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Syracuse, NY | Chicago, IL | SEC-registered investment adviser |
| Bright Futures Wealth Management, LLC | Syracuse, NY | Webster, NY | SEC-registered investment adviser |
| Capital Analysts | Syracuse, NY | Fort Washington, PA | SEC-registered investment adviser |
| Citizens Securities, Inc. | Syracuse, NY | Johnston, RI | SEC-registered investment adviser |
| Creative Planning | Syracuse, NY | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | North Syracuse, NY | Newport Beach, CA | SEC-registered investment adviser |
| Dakota Wealth, LLC | Syracuse, NY | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Good Life Advisors, LLC | Liverpool, NY | Celebration, FL | SEC-registered investment adviser |
| High Probability Advisors, LLC | Syracuse, NY | Pittsford, NY | SEC-registered investment adviser |
| Independent Financial Partners | Camillus, NY | Tampa, FL | SEC-registered investment adviser |
| Integrity Alliance, LLC | Fayetteville, AR | Urbandale, IA | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Syracuse, NY | Orlando, FL | SEC-registered investment adviser |
| Key Investment Services LLC | Camillus, NY | Brooklyn, OH | SEC-registered investment adviser |
| Lincoln Investment | Syracuse, NY | Fort Washington, PA | SEC-registered investment adviser |
| LPL Enterprise, LLC | Syracuse, NY | Fort Mill, SC | SEC-registered investment adviser |
| LPL Financial LLC | Syracuse, NY | Fort Mill, SC | SEC-registered investment adviser |
| Madison Advisory Services, Inc. | Fayetteville, NY | White Plains, NY | SEC-registered investment adviser |
| Mariner | Syracuse, NY | Overland Park, KS | SEC-registered investment adviser |
| Members Advisory Group, LLC | Liverpool, NY | Williamsville, NY | SEC-registered investment adviser |
| Parkwoods Wealth Partners, LLC | Syracuse, NY | Clayton, MO | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Syracuse, NY | San Francisco, CA | SEC-registered investment adviser |
| Prentice Wealth Management LLC | Baldwinsville, NY | Rochester, NY | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Syracuse, NY | New York, NY | SEC-registered investment adviser |
| S.e.e.d. Planning Group, LLC | Syracuse, NY | Binghamton, NY | SEC-registered investment adviser |
| Strategic Financial Services | Syracuse, NY | Utica, NY | SEC-registered investment adviser |
| Summit Financial, LLC | Syracuse, NY | Parsippany, NJ | SEC-registered investment adviser |
| The Ameriflex Group | Syracuse, NY | Las Vegas, NV | SEC-registered investment adviser |
| TLG Advisors, Inc. | Camillus, NY | Summit, NJ | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Fayetteville, NY | Woodbury, NY | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Oswego, NY | Plymouth, MN | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Syracuse, NY | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Syracuse, NY | Wilmington, DE | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Syracuse, NY, headquartered elsewhere. https://advisorcensus.com/advisors/ny/syracuse/branch-offices https://advisorcensus.com/advisors/ny/syracuse/branch-offices