SEC-registered investment advisers in East Syracuse
4 SEC-registered investment advisers are headquartered in East Syracuse, NY, with $2.07B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $2.07B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Pinnacle Investments | Broker-dealer affiliate | $1.29B |
| Carswell Investments | RIA | $322M |
| Pinnacle Capital Management | RIA | $300M |
| BPC Advisors | RIA | $158M |
Pinnacle Investments$1.29B
- Type
- Broker-dealer affiliate
Carswell Investments$322M
- Type
- RIA
- Type
- RIA
BPC Advisors$158M
- Type
- RIA
East Syracuse at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$781M regulatory AUM3 (75%)
- Broker-dealers and other wealth firms$1.29B regulatory AUM1 (25%)
Other cities in New York
- New York1753
- Pittsford19
- Rochester19
- White Plains18
- Melville16
- Brooklyn14
- Garden City14
- Buffalo13
- Albany12
- Purchase12
- New York City10
- Rye10