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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 10, 2024

Syracuse 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

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Excelsior 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

advisor-photo
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Gregory 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

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Richard 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 12 Retirement Planning firms in Syracuse, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CADARET GRANT & CO INC
100 Madison Street, Suite 1300
Syracuse, NY, 13202
$5,842,605,46323861726
A Percentage of AUM, Hourly charges, Fixed Fees
2
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
220 South Warren Street, 9th Floor
Syracuse, NY, 13202
$1,262,908,782363119
A Percentage of AUM, Hourly charges, Fixed Fees
3
PASSIVE CAPITAL MANAGEMENT, LLC
Salina Place, 205 S. Salina Street, Suite 403
Syracuse, NY, 13202
$794,689,4887276
A Percentage of AUM
4
LIPE & DALTON INVESTMENT COUNSEL
103 E. Water Street, Suite 305
Syracuse, NY, 13202
$605,514,0013512
A Percentage of AUM
5
EVEREST CONSULTANTS, LLC
443 North Franklin Street, Suite 210
Syracuse, NY, 13204
$445,965,62716286
A Percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
6
ETFIDEA, LLC
120 Madison Street, Suite 1700,
Syracuse, NY, 13202
$319,437,4572687
A Percentage of AUM, Hourly charges, Fixed Fees
7
FMF&E WEALTH MANAGEMENT, LLC
125 East Jefferson Street, Suite 920
Syracuse, NY, 13202
$316,559,2746744
A Percentage of AUM
8
ADIRONDACK CAPITAL ADVISORS, LLC
528 Plum Street, Suite 200
Syracuse, NY, 13204
$251,135,1008195
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
$218,567,0004544
A Percentage of AUM, Fixed Fees
10
BLUE WATER CAPITAL MANAGEMENT, LLC
507 Plum St., Suite 102
Syracuse, NY, 13204
$150,198,2106424
A Percentage of AUM, Hourly charges
11
ARMORY CAPITAL MANAGEMENT, LLC
110 West Fayette Street, Suite 900
Syracuse, NY, 13202
$113,576,5833022
A Percentage of AUM
12
ONEGROUP WEALTH PARTNERS, INC.
5790 Widewaters Parkway,
Syracuse, NY, 13214
$37,204,573788
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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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