Top 4 financial advisor firms in Ithaca

4 SEC-registered financial advisor firms are headquartered in Ithaca, NY, with $1.28B in combined regulatory assets under management. The largest by assets are Cornell Pochily Investment Advisors ($654M), Fingerlakes Wealth Management ($285M) and New Horizon Financial Strategies ($217M).

4
Financial advisor firms: $1.28B
Their combined AUM: $251M
Median firm AUM: 1,608
Clients of the top 4

The 4 largest by assets

1
Cornell Pochily Investment Advisors
RIA
$654M
Up to 1.25% a year
2
Fingerlakes Wealth Management
RIA
$285M
0.50% to 1.00%
3
New Horizon Financial Strategies
RIA
$217M
Regulatory AUM
4
Merryfield Barnes
RIA
$124M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Cornell Pochily Investment Advisors

Cornell Pochily Investment Advisors is an investment adviser based in Ithaca, NY, registered with the SEC since 2007. 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 $654 million, as filed on 30 March 2026.

Cornell Pochily Investment Advisors charges up to 1.25% a year for its Investment Services Fee.

Regulatory AUM: $654M
Clients: 555
Advisory staff: 5
Founded: 2008
Fee schedule: Up to 1.25% a year
Custodians: Fidelity
Headquarters: 2415 North Triphammer Road, Suite 1, Ithaca, NY 14850-1094
Phone: 607-391-7080
Website: cornellpochily.com

No. 2 · RIA

Fingerlakes Wealth Management

Fingerlakes Wealth Management is an investment adviser based in Ithaca, NY, registered with the SEC since 2009. 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 $285 million, as filed on 23 April 2026.

Fingerlakes Wealth Management charges 0.50%–1.00% for its Comprehensive Portfolio Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $285M
Clients: 592
Advisory staff: 4
Fee schedule: 0.50% to 1.00%
Custodians: Charles Schwab, Tiaa-Cref Individual & Institutional Services
Headquarters: 450 North Aurora Street, Ithaca, NY 14850
Phone: 607-257-1008
Website: fingerlakeswm.com

No. 3 · RIA

New Horizon Financial Strategies

New Horizon Financial Strategies is an investment adviser based in Ithaca, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $217 million, as filed on 3 March 2026.

Regulatory AUM: $217M
Clients: 261
Advisory staff: 6
Founded: 1996
Custodians: Fidelity, Charles Schwab, Capital Client Group, Assetmark Trust
Headquarters: 944 Dryden Road, Ithaca, NY 14850
Phone: 607-275-1275
Website: strebelcpa.com

No. 4 · RIA

Merryfield Barnes

Merryfield Barnes is an investment adviser based in Ithaca, NY, registered with the SEC since 2011. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $124 million, as filed on 20 March 2026.

Regulatory AUM: $124M
Clients: 200
Advisory staff: 2
Custodians: Pershing
Headquarters: 202 East State Street, Suite 301, Ithaca, NY 14850
Phone: 607-882-9988
Website: merryfieldbarnes.com

Questions about financial advisors in Ithaca

How many financial advisor firms are headquartered in Ithaca?

4 SEC-registered financial advisor firms report their principal office in Ithaca, NY, managing $1.28B 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 Ithaca?

Cornell Pochily Investment Advisors, with $654M in regulatory assets under management on its latest Form ADV. The next largest are Fingerlakes Wealth Management ($285M) and New Horizon Financial Strategies ($217M).

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

How large is a typical financial advisor firm in Ithaca?

The median firm manages $251M in regulatory assets. That is the midpoint of the 4 firms headquartered in Ithaca.

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

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

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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