City
Wealth management firms in Ithaca, New York
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Ithaca, New York reported $1.4 billion in regulatory assets under management; the largest by assets was Cornell Pochily Investment Advisors, Inc., with $654.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $194.7 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cornell Pochily Investment Advisors, Inc. | SEC | $654.4 million | 1,322 |
| 2 | Fingerlakes Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $285.4 million | 1,328 |
| 3 | New Horizon Financial Strategies, LLC | SEC | $217.2 million | 1,081 |
| 4 | Merryfield Barnes, LLC | SEC | $124.2 million | 476 |
| 5 | Anchor Capital Management, LLC | SEC | $61.2 million | 70 |
| 6 | S Conway Consulting, LLC | State | $16.1 million | 88 |
| 7 | Centennial Wealth Management Inc. | State | $4.1 million | 22 |
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.