City
Wealth management firms in Syracuse, New York
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Syracuse, New York reported $6.1 billion in regulatory assets under management; the largest by assets was Rockbridge Investment Management, LLC, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $6.1 billion
- Average per firm
- $607.3 million
- SEC-registered, of those listed
- 8 of 10 (80.0%)
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 | Nottingham Wealth Partners, 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 | $80.5 million | 299 |
| 9 | Kraemer Capital Management LLC | State | $2.1 million | 85 |
| 10 | LTS Wealth Management | State | $16,495 | 1 |
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.