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Find Retirement Advisors for Retirement Planning in Syracuse, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

Syracuse has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 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

VERIFIED

Excelsior Wealth Partners
CFP^®, CLU^®

Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65

Minimum Assets Required
$100,000

Address

225 Wilkinson St,
Syracuse, NY 13204 See Details

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

Find An Advisor

VERIFIED

Gregory Jennings
OMC Financial Services, Ltd.

Qualifications
CRD# 2169365
Firm CRD# 110528
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Address

5789 Widewaters Parkway,
Dewitt, NY 13214 See Details

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

Find An Advisor

VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

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

Find An Advisor

Top 10 Retirement Planning firms in Syracuse, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 Madison Street, Suite 1300 Syracuse, NY, 13202	$6,873,332,863	25405	761	A percentage of AUM, Hourly charges, Fixed fees
2	220 South Warren Street, 9th Floor Syracuse, NY, 13202	$1,485,188,276	3887	21	A percentage of AUM, Hourly charges, Fixed fees
3	Salina Place, 205 S. Salina Street, Suite 403 Syracuse, NY, 13202	$863,711,585	368	6	A percentage of AUM
4	103 E. Water Street, Suite 305 Syracuse, NY, 13202	$653,951,923	357	2	A percentage of AUM
5	443 North Franklin Street, Suite 210 Syracuse, NY, 13204	$549,915,491	1787	6	A percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
6	126 N Salina St., Suite 404 Syracuse, NY, 13202	$403,683,000	738	6	A percentage of AUM, Hourly charges, Fixed fees
7	125 East Jefferson Street,, Suite 920 Syracuse, NY, 13202	$403,489,904	731	6	A percentage of AUM
8	528 Plum Street, Suite 200 Syracuse, NY, 13204	$285,310,100	978	5	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER FEES)
9	110 West Fayette Street, Suite 900 Syracuse, NY, 13202	$119,308,091	301	2	A percentage of AUM
10	5790 Widewaters Parkway, Syracuse, NY, 13214	$92,850,216	287	8	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Syracuse, New York

CADARET GRANT & CO INC

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QualificationsFirm CRD# 10641

Assets Under Management $6,873,332,863

No. Of Clients25405

Clients Per Financial Advisor33

CADARET GRANT & CO INC is a financial advisory firm situated in Syracuse, New York. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25405 clients. The team consists of 761 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 115754

Assets Under Management $1,485,188,276

No. Of Clients3887

Clients Per Financial Advisor185

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 3887 clients. The team consists of 21 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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PASSIVE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 142870

Assets Under Management $863,711,585

No. Of Clients368

Clients Per Financial Advisor61

PASSIVE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $864M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 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 and/or small businesses
Portfolio management for businesses or institutional clients

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LIPE & DALTON INVESTMENT COUNSEL

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QualificationsFirm CRD# 132737

Assets Under Management $653,951,923

No. Of Clients357

Clients Per Financial Advisor179

LIPE & DALTON INVESTMENT COUNSEL is a financial advisory firm situated in Syracuse, New York. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 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 and/or small businesses
Portfolio management for businesses or institutional clients

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EVEREST CONSULTANTS, LLC

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QualificationsFirm CRD# 128474

Assets Under Management $549,915,491

No. Of Clients1787

Clients Per Financial Advisor298

EVEREST CONSULTANTS, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $550M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1787 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 and/or small businesses
Selection for other advisors
Other (REFERRAL SERVICES)

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RIALTO WEALTH MANAGEMENT

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QualificationsFirm CRD# 319411

Assets Under Management $403,683,000

No. Of Clients738

Clients Per Financial Advisor123

RIALTO WEALTH MANAGEMENT is a financial advisory firm situated in Syracuse, New York. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 738 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PARKWOODS WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 331565

Assets Under Management $403,489,904

No. Of Clients731

Clients Per Financial Advisor122

PARKWOODS WEALTH PARTNERS, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 731 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 and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

ADIRONDACK CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 133305

Assets Under Management $285,310,100

No. Of Clients978

Clients Per Financial Advisor196

ADIRONDACK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 978 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING SERVICES)

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ARMORY CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 149008

Assets Under Management $119,308,091

No. Of Clients301

Clients Per Financial Advisor151

ARMORY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Syracuse, New York. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 301 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

ONEGROUP WEALTH PARTNERS, INC.

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QualificationsFirm CRD# 306971

Assets Under Management $92,850,216

No. Of Clients287

Clients Per Financial Advisor36

ONEGROUP WEALTH PARTNERS, INC. is a financial advisory firm situated in Syracuse, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 287 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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