City
Independent RIAs in Syracuse, New York
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Syracuse, New York reported $6.0 billion in regulatory assets under management; the largest by assets was Rockbridge Investment Management, LLC, with $1.8 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $6.0 billion
- Average per firm
- $665.8 million
- SEC-registered, of those listed
- 7 of 9 (77.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rockbridge Investment Management, LLC | SEC | $1.8 billion | 4,133 |
| 2 | Reagan Companies Asset Management, Inc | SEC | $1.2 billion | 2,100 |
| 3 | Passive Capital Management, LLC | SEC | $996.9 million | 428 |
| 4 | Lipe & Dalton Investment Counsel | SEC | $779.9 million | 382 |
| 5 | Rialto Wealth Management | SEC | $625.9 million | 1,207 |
| 6 | Adirondack Capital Advisors, LLC | SEC | $422.3 million | 1,163 |
| 7 | Armory Capital Management, LLC | SEC | $167.1 million | 347 |
| 8 | Kraemer Capital Management LLC | State | $2.1 million | 85 |
| 9 | LTS Wealth Management | State | $16,495 | 1 |
Independent RIAs 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.