🤫 Directory · consent-first

Near 13214. Dewitt.

24 financial advisors & firms and 0 insurance agents verified near Dewitt, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Financial

Advisors & firms near 13214

Sterling Imc0 mi

RIA firm · Dewitt, NY 13214 · Registered investment adviser · $5M AUM

CRD 107706 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

J.w.burns & Company, INC.0 mi

RIA firm · Dewitt, NY 13214 · Registered investment adviser · $1.0B AUM

CRD 107835 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Omc Financial Services LTD0 mi

RIA firm · Dewitt, NY 13214 · Registered investment adviser · $328M AUM

CRD 110528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors0 mi

RIA firm · Dewitt, NY 13214 · Registered investment adviser · $159M AUM

CRD 143462 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hazard & Siegel Advisory Services LLC0 mi

RIA firm · Dewitt, NY 13214 · Registered investment adviser · $450M AUM

CRD 151462 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nottingham Wealth Partners, INC.0 mi

RIA firm · Syracuse, NY 13214 · Registered investment adviser · $80M AUM

CRD 306971 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Edward S. Green & Associates, LLC3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser

CRD 109243 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rockbridge Investment Management, LLC3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $1.8B AUM

CRD 115754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lipe & Dalton Investment Counsel3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $780M AUM

CRD 132737 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Passive Capital Management, LLC3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $997M AUM

CRD 142870 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Armory Capital Management, LLC3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $167M AUM

CRD 149008 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rialto Wealth Management3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $626M AUM

CRD 319411 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lts Wealth Management3.7 mi

RIA firm · Syracuse, NY 13202 · Registered investment adviser · $16k AUM

CRD 338992 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Constellation Asset Management, INC.3.9 mi

RIA firm · Fayetteville, NY 13066 · Registered investment adviser · $79M AUM

CRD 125704 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eagan Capital Management, LLC3.9 mi

RIA firm · Fayetteville, NY 13066 · Registered investment adviser · $86M AUM

CRD 126599 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Advisors LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $433k AUM

CRD 107275 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sinopoli & Sinopoli Financial Services, LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $15M AUM

CRD 118559 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Summit Planning Group, INC.4.7 mi

RIA firm · E. Syracuse, NY 13057 · Registered investment adviser · $111M AUM

CRD 125994 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Capital Management, LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $300M AUM

CRD 141661 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Investments, LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $1.3B AUM

CRD 142910 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Carswell Investments, LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $322M AUM

CRD 158205 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bpc Advisors LLC4.7 mi

RIA firm · East Syracuse, NY 13057 · Registered investment adviser · $158M AUM

CRD 284429 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Adirondack Capital Advisors, LLC5.2 mi

RIA firm · Syracuse, NY 13204 · Registered investment adviser · $422M AUM

CRD 133305 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Reagan Companies Asset Management, INC5.2 mi

RIA firm · Syracuse, NY 13204 · Registered investment adviser · $1.2B AUM

CRD 161648 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Dewitt, NY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

← Back to the national directory

🤫 Directory · consent-first

Near 13214. Dewitt.

24 financial advisors & firms and 0 insurance agents verified near Dewitt, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person