Top 4 financial advisor firms in Corning

4 SEC-registered financial advisor firms are headquartered in Corning, NY, with $887M in combined regulatory assets under management. The largest by assets are Burns Matteson Capital Management ($400M), BCK Partners ($213M) and Irvine Wealth Planning Strategies ($157M).

4
Financial advisor firms: $887M
Their combined AUM: $185M
Median firm AUM: 785
Clients of the top 4

The 4 largest by assets

1
Burns Matteson Capital Management
RIA
$400M
0.30% to 1.00% a year
2
BCK Partners
RIA
$213M
0.70% to 1.50% a year
3
Irvine Wealth Planning Strategies
RIA
$157M
Regulatory AUM
4
Alsworth Capital Management
RIA
$117M
0.50% to 1.00% a year

Profiles of the top 4

No. 1 · RIA

Burns Matteson Capital Management

Burns Matteson Capital Management is an investment adviser based in Corning, NY, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $400 million, as filed on 8 April 2026.

Burns Matteson Capital Management charges 0.30%–1.00% a year for its Wealth Management and Investment Management Services.

Regulatory AUM: $400M
Clients: 199
Advisory staff: 5
Founded: 2000
Fee schedule: 0.30% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 42 E. Market St., Corning, NY 14830
Phone: 607-937-9282
Website: burnsmatteson.com

No. 2 · RIA

BCK Partners

BCK Partners is an investment adviser based in Corning, NY, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $213 million, as filed on 12 March 2026.

BCK Partners charges 0.70%–1.50% a year for its Comprehensive Financial Management.

Regulatory AUM: $213M
Clients: 180
Advisory staff: 2
Founded: 2015
Fee schedule: 0.70% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 27 East Market Street, Corning, NY 14830
Phone: 607-654-1182
Website: bckpartners.com

No. 3 · RIA

Irvine Wealth Planning Strategies

Irvine Wealth Planning Strategies is an investment adviser based in Corning, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $157 million, as filed on 24 February 2026.

Regulatory AUM: $157M
Clients: 229
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 10 East Market Street, Corning, NY 14830
Phone: 607-438-2761
Website: rootedpg.com

No. 4 · RIA

Alsworth Capital Management

Alsworth Capital Management is an investment adviser based in Corning, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $117 million, as filed on 30 March 2026.

Alsworth Capital Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $117M
Clients: 177
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4 West Market Street, Corning, NY 14830
Phone: 607-973-2665
Website: alsworthcapital.com

Questions about financial advisors in Corning

How many financial advisor firms are headquartered in Corning?

4 SEC-registered financial advisor firms report their principal office in Corning, NY, managing $887M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Corning?

Burns Matteson Capital Management, with $400M in regulatory assets under management on its latest Form ADV. The next largest are BCK Partners ($213M) and Irvine Wealth Planning Strategies ($157M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Corning?

The median firm manages $185M in regulatory assets. That is the midpoint of the 4 firms headquartered in Corning.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Corning charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Corning?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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