6 financial advisors & firms and 0 insurance agents verified near Ithaca, NY — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Ithaca, NY 14850 · Registered investment adviser · $61M AUM
CRD 124600 · verify at the regulator
RIA firm · Ithaca, NY 14850 · Registered investment adviser · $217M AUM
CRD 125729 · verify at the regulator
RIA firm · Ithaca, NY 14850 · Registered investment adviser · $654M AUM
CRD 145355 · verify at the regulator
RIA firm · Ithaca, NY 14850 · Registered investment adviser · $285M AUM
CRD 149709 · verify at the regulator
RIA firm · Ithaca, NY 14850 · Registered investment adviser · $124M AUM
CRD 159862 · verify at the regulator
RIA firm · Horseheads, NY 14845 · Registered investment adviser · $1.5B AUM
CRD 105361 · verify at the regulator
Verified advisors and insurance agents in the places closest to Ithaca, 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.