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Find Retirement Advisors for Retirement Planning in Syracuse, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Syracuse, New York
Last Updated - April 18, 2024Syracuse has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Syracuse, New York have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Syracuse, New York
VERIFIEDExcelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDGregory Jennings
OMC Financial Services, Ltd.
Qualifications
CRD# 2169365
Firm CRD# 110528
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Syracuse, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CADARET GRANT & CO INC 100 Madison Street, Suite 1300 Syracuse, NY, 13202 | $5,842,605,463 | 23861 | 726 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC 220 South Warren Street, 9th Floor Syracuse, NY, 13202 | $1,262,908,782 | 3631 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | PASSIVE CAPITAL MANAGEMENT, LLC Salina Place, 205 S. Salina Street, Suite 403 Syracuse, NY, 13202 | $794,689,488 | 727 | 6 | A Percentage of AUM |
| 4 | LIPE & DALTON INVESTMENT COUNSEL 103 E. Water Street, Suite 305 Syracuse, NY, 13202 | $605,514,001 | 351 | 2 | A Percentage of AUM |
| 5 | EVEREST CONSULTANTS, LLC 443 North Franklin Street, Suite 210 Syracuse, NY, 13204 | $445,965,627 | 1628 | 6 | A Percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE) |
| 6 | ETFIDEA, LLC 120 Madison Street, Suite 1700, Syracuse, NY, 13202 | $319,437,457 | 268 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | FMF&E WEALTH MANAGEMENT, LLC 125 East Jefferson Street, Suite 920 Syracuse, NY, 13202 | $316,559,274 | 674 | 4 | A Percentage of AUM |
| 8 | ADIRONDACK CAPITAL ADVISORS, LLC 528 Plum Street, Suite 200 Syracuse, NY, 13204 | $251,135,100 | 819 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISER FEES) |
| 9 | RIALTO WEALTH MANAGEMENT 126 N Salina St., Suite 404 Syracuse, NY, 13202 | $218,567,000 | 454 | 4 | A Percentage of AUM, Fixed Fees |
| 10 | BLUE WATER CAPITAL MANAGEMENT, LLC 507 Plum St., Suite 102 Syracuse, NY, 13204 | $150,198,210 | 642 | 4 | A Percentage of AUM, Hourly charges |
| 11 | ARMORY CAPITAL MANAGEMENT, LLC 110 West Fayette Street, Suite 900 Syracuse, NY, 13202 | $113,576,583 | 302 | 2 | A Percentage of AUM |
| 12 | ONEGROUP WEALTH PARTNERS, INC. 5790 Widewaters Parkway, Syracuse, NY, 13214 | $37,204,573 | 78 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Syracuse, New York
QualificationsFirm CRD# 10641
Assets Under Management $5,842,605,463
No. Of Clients23861
Clients Per Financial Advisor33
CADARET GRANT & CO INC is a financial advisory firm situated in Syracuse, New York. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23861 clients. The team consists of 726 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 115754
Assets Under Management $1,262,908,782
No. Of Clients3631
Clients Per Financial Advisor191
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3631 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 142870
Assets Under Management $794,689,488
No. Of Clients727
Clients Per Financial Advisor121
PASSIVE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 132737
Assets Under Management $605,514,001
No. Of Clients351
Clients Per Financial Advisor176
LIPE & DALTON INVESTMENT COUNSEL is a financial advisory firm situated in Syracuse, New York. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 351 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 128474
Assets Under Management $445,965,627
No. Of Clients1628
Clients Per Financial Advisor271
EVEREST CONSULTANTS, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1628 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (REFERRAL FEE
- CONSULTING FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 121188
Assets Under Management $319,437,457
No. Of Clients268
Clients Per Financial Advisor38
ETFIDEA, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 125721
Assets Under Management $316,559,274
No. Of Clients674
Clients Per Financial Advisor169
FMF&E WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 674 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 133305
Assets Under Management $251,135,100
No. Of Clients819
Clients Per Financial Advisor164
ADIRONDACK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 819 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (THIRD PARTY ADVISER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 319411
Assets Under Management $218,567,000
No. Of Clients454
Clients Per Financial Advisor114
RIALTO WEALTH MANAGEMENT is a financial advisory firm situated in Syracuse, New York. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 143414
Assets Under Management $150,198,210
No. Of Clients642
Clients Per Financial Advisor161
BLUE WATER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 149008
Assets Under Management $113,576,583
No. Of Clients302
Clients Per Financial Advisor151
ARMORY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 306971
Assets Under Management $37,204,573
No. Of Clients78
Clients Per Financial Advisor10
ONEGROUP WEALTH PARTNERS, INC. is a financial advisory firm situated in Syracuse, New York. With a nearly $37M assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.