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🤫 Directory · consent-first

Near 13502. Utica.

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

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Financial

Advisors & firms near 13502

Strategic Financial Services0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $2.8B AUM

CRD 109677 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Caruso Mclean & CO., INC.0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $282M AUM

CRD 126084 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
JC Miano Investment Advisory Service0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $55M AUM

CRD 132484 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Paradigm Consulting, INC.0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $81M AUM

CRD 144990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
One Hopper Asset Management0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $58M AUM

CRD 168816 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Empire Retirement Plans, LLC0 mi

RIA firm · Utica, NY 13502 · Registered investment adviser · $712k AUM

CRD 334783 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Adirondack Financial Services Corp5.5 mi

RIA firm · Utica, NY 13501 · Registered investment adviser · $462M AUM

CRD 126155 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ascent Wealth Partners, LLC8.2 mi

RIA firm · New Hartford, NY 13413 · Registered investment adviser · $1.5B AUM

CRD 158898 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Birch Wealth Management16.2 mi

RIA firm · Rome, NY 13440 · Registered investment adviser · $62M AUM

CRD 304727 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kane Financial18.7 mi

RIA firm · Waterville, NY 13480 · Registered investment adviser · $75M AUM

CRD 291231 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
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Nearby areas

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

  • East Syracuse, NY45 mi
  • Dewitt, NY47 mi
  • Syracuse, NY51 mi
  • Liverpool, NY52 mi
  • Camillus, NY58 mi
  • Schenectady, NY65 mi
  • Ballston Spa, NY66 mi
  • Saratoga Spring, NY72 mi
  • Clifton Park, NY72 mi
  • Albany, NY73 mi

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.

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