Firms by city
Registered investment advisers in Syracuse, NY
7 SEC-registered advisers headquartered in Syracuse, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Rockbridge Investment Management | Syracuse, NY | $1.84B |
| Reagan Companies Asset Management | Syracuse, NY | $1.16B |
| Passive Capital Management | Syracuse, NY | $997M |
| Lipe & Dalton,inc. | Syracuse, NY | $780M |
| Rialto Wealth Management | Syracuse, NY | $626M |
| Adirondack Capital Advisors | Syracuse, NY | $422M |
| Armory Capital Management | Syracuse, NY | $167M |
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $1.84B
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $1.16B
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $997M
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $780M
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $626M
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $422M
- Headquarters
- Syracuse, NY
- Regulatory AUM
- $167M
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 Syracuse 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.