AdvisorCensus / Financial advisors / New York / Syracuse, NY / Charles Schwab
Financial advisors in Syracuse, NY using Charles Schwab
17 SEC-registered investment advisory firms headquartered in the Syracuse, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adirondack Capital Advisors, LLC | Syracuse | SEC-registered investment adviser | $100 million to $500 million |
| Armory Capital Management, LLC | Syracuse | SEC-registered investment adviser | $100 million to $500 million |
| BPC Advisors LLC | East Syracuse | SEC-registered investment adviser | $100 million to $500 million |
| Constellation Asset Management, Inc. | Fayetteville | SEC-registered investment adviser | $25 million to $100 million |
| Dark Horse Wealth LLC | Cazenovia | SEC-registered investment adviser | $25 million to $100 million |
| IBN Advisory Services, Inc. | Liverpool | SEC-registered investment adviser | $25 million to $100 million |
| IBN Financial Services, Inc | Liverpool | SEC-registered investment adviser | $25 million to $100 million |
| Ives Hill Wealth Management | Dewitt | SEC-registered investment adviser | $100 million to $500 million |
| J.w.burns & Company, Inc. | Dewitt | SEC-registered investment adviser | $1 billion to $5 billion |
| Nottingham Wealth Partners, Inc. | Syracuse | SEC-registered investment adviser | $25 million to $100 million |
| OMC Financial Services Ltd | Dewitt | SEC-registered investment adviser | $100 million to $500 million |
| Passive Capital Management, LLC | Syracuse | SEC-registered investment adviser | $500 million to $1 billion |
| Pinnacle Investments, LLC | East Syracuse | SEC-registered investment adviser | $1 billion to $5 billion |
| Reagan Companies Asset Management, Inc | Syracuse | SEC-registered investment adviser | $1 billion to $5 billion |
| Rialto Wealth Management | Syracuse | SEC-registered investment adviser | $500 million to $1 billion |
| Rockbridge Investment Management, LLC | Syracuse | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Planning Group, Inc. | E. Syracuse | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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