City
Wealth management firms in Corning, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Corning, New York reported $985.5 million in regulatory assets under management; the largest by assets was Burns Matteson Capital Management, LLC, with $400.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $985.5 million
- Average per firm
- $197.1 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Burns Matteson Capital Management, LLC | SEC | $400.4 million | 1,042 |
| 2 | BCK Partners, Inc. | SEC | $212.7 million | 484 |
| 3 | Rooted Planning Group | SEC | $157.0 million | 776 |
| 4 | Alsworth Capital Management, LLC | SEC | $116.7 million | 438 |
| 5 | Lake Road Advisors, LLC | SEC | $98.8 million | 137 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.