Firms by city
Registered investment advisers in Ithaca, NY
4 SEC-registered advisers headquartered in Ithaca, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cornell Pochily Investment Advisors | Ithaca, NY | $654M |
| Fingerlakes Wealth Management | Ithaca, NY | $285M |
| New Horizon Financial Strategies | Ithaca, NY | $217M |
| Merryfield Barnes | Ithaca, NY | $124M |
- Headquarters
- Ithaca, NY
- Regulatory AUM
- $654M
- Headquarters
- Ithaca, NY
- Regulatory AUM
- $285M
- Headquarters
- Ithaca, NY
- Regulatory AUM
- $217M
- Headquarters
- Ithaca, NY
- Regulatory AUM
- $124M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Ithaca on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.