Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Utica has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Utica, New York have an average of 24 years of experience.
Excelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 114 Business Park Drive, Utica, NY, 13502 | $1,964,371,550 | 3133 | 35 | A percentage of AUM |
2 | 185 Genesee Street, Suite 210 Utica, NY, 13501 | $376,744,723 | 853 | 17 | A percentage of AUM, Fixed fees |
3 | 130 Lomond Court, Utica, NY, 13502 | $232,716,590 | 196 | 6 | A percentage of AUM, Fixed fees |
4 | 1 Hopper Street, Utica, NY, 13501 | $51,664,376 | 113 | 3 | A percentage of AUM, Hourly charges |
5 | 258 Genesee St., Utica, NY, 13502-4627 | $50,078,971 | 49 | 1 | A percentage of AUM |
QualificationsFirm CRD# 109677
Assets Under Management $1,964,371,550
No. Of Clients3133
Clients Per Financial Advisor90
STRATEGIC FINANCIAL SERVICES is a financial advisory firm situated in Utica, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3133 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126155
Assets Under Management $376,744,723
No. Of Clients853
Clients Per Financial Advisor50
ADIRONDACK FINANCIAL SERVICES CORP is a financial advisory firm situated in Utica, New York. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126084
Assets Under Management $232,716,590
No. Of Clients196
Clients Per Financial Advisor33
CARUSO MCLEAN & CO., INC. is a financial advisory firm situated in Utica, New York. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 196 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168816
Assets Under Management $51,664,376
No. Of Clients113
Clients Per Financial Advisor38
ONE HOPPER ASSET MANAGEMENT is a financial advisory firm situated in Utica, New York. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 132484
Assets Under Management $50,078,971
No. Of Clients49
Clients Per Financial Advisor49
JC MIANO INVESTMENT ADVISORY SERVICE is a financial advisory firm situated in Utica, New York. With a nearly $50M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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