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Financial Planners in Syracuse, NY: 2026 rankings

31 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Syracuse: Excelsior Wealth Partners | Investment Advisors, Financial Planners, RFA Score 76/100; 5.0★ from 49 Google reviews.

  2. 6

    Most-reviewed: Bank of America Financial Center, 80 Google reviews at 3.1★, the most of 31 ranked; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

31 Syracuse financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 31 rated firms.

Top 10 financial planners in Syracuse at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Syracuse at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Excelsior Wealth Partners | Investment Advisors, Financial Planners765.0★ (49)Syracuse—Top score
2Equitable724.0★ (52)Syracuse——
3Blue Ridge Financial Services724.8★ (19)Syracuse——
4Grossman St. Amour CPAs, PLLC714.6★ (20)Syracuse——
5Arabella Wealth Advisors705.0★ (12)SyracuseSat—
6Bank of America Financial Center693.1★ (80)Syracuse—Most reviews
7Matt Dauksza - Excelsior Wealth Partners685.0★ (6)Syracuse——
8Jessica Champion Investment Services685.0★ (6)SyracuseSat—
9Halston J. Association684.8★ (6)SyracuseSat · Sun · Evenings—
10Financial Quest685.0★ (5)Syracuse——

All 31 financial planners in Syracuse, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Syracuse

    #1 Excelsior Wealth Partners | Investment Advisors, Financial Planners

    Based in Syracuse

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–6 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    225 Wilkinson St #107, Syracuse, NY 13204
    View profile for Excelsior Wealth Partners | Investment Advisors, Financial Planners(315) 303-1668

  2. #2 Equitable

    Based in Syracuse

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Madison St, Syracuse, NY 13202
    View profile for Equitable(866) 444-6001

  10. #10 Financial Quest

    Based in Syracuse

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    925 State Fair Blvd, Syracuse, NY 13209
    View profile for Financial Quest(315) 753-4035

  14. #14 Bankers Life

    Based in Syracuse

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    251 Salina Meadows Pkwy Ste 130, Syracuse, NY 13212
    View profile for Bankers Life(315) 431-2980

  20. #20 Mariner

    Based in Syracuse

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    892 E Brighton Ave, Syracuse, NY 13205
    View profile for Mariner(315) 701-4440

  21. #21 Planned Results Inc.

    Based in Syracuse

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    400 Spencer St, Syracuse, NY 13204
    View profile for Planned Results Inc.(315) 422-7096

  25. #25 NBT Bank

    Based in Fulton, 24 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.1★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 12 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1930 State Rte 3, Fulton, NY 13069
    View profile for NBT Bank(315) 593-2165

All 31 financial planners

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

financial planners in Syracuse, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26Orla Wealth Management, LLC624.7★ (23)In Syracuse
27Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners625.0★ (5)In Syracuse
28NBT Bank624.3★ (27)In Syracuse
29Ladd Tax & Financial Services Inc605.0★ (3)23 mi
30Rialto Wealth Management565.0★ (3)In Syracuse
31TMRW Financial Group565.0★ (3)In Syracuse

Also serving Syracuse

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Syracuse
BusinessGoogle ratingDistance
BPC Advisors5.0★ (2)In Syracuse
Custom Wealth Management, LLC5.0★ (2)In Syracuse
Dunuwila Wealth Management5.0★ (12)In Syracuse
FMF&E Wealth Management, LLC5.0★ (2)In Syracuse
HighPoint Advisors, LLC5.0★ (2)In Syracuse
Iris Monarch, MBA - Morgan Stanley4.8★ (4)In Syracuse
Jim Harris - Morgan Stanley5.0★ (1)In Syracuse
Key Private Bank5.0★ (2)In Syracuse
Merrill Lynch Wealth Management4.5★ (2)In Syracuse
MJC Financial Services5.0★ (2)In Syracuse
Nicole Kobziewicz Financial Coaching5.0★ (34)In Syracuse
Northwestern Mutual4.5★ (2)In Syracuse
OMC Financial Services5.0★ (2)In Syracuse
Plan Connect LLC1.0★ (1)In Syracuse
Prestige Wealth Management Group, LLC3.0★ (2)In Syracuse
Prudential Insurance Co3.0★ (2)In Syracuse
Rock Ridge Wealth LLC1.0★ (1)In Syracuse
The Black Group - Morgan Stanley5.0★ (1)In Syracuse
Tucker Haskins & Associates5.0★ (2)In Syracuse
Wells Fargo Advisors4.3★ (3)In Syracuse

How we ranked Syracuse financial planners

We scored 31 Syracuse financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Syracuse data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Syracuse: frequently asked questions

Which financial planner has the highest RFA Score in Syracuse?

By RFA Score, the highest-ranked financial planner in Syracuse, NY is Excelsior Wealth Partners | Investment Advisors, Financial Planners with an RFA Score of 76/100. It has 5.0★ from 49 Google reviews. Equitable (#2) and Blue Ridge Financial Services (#3) follow. We ranked 31 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Syracuse?

RankedFinancialAdvisors ranks 31 financial planners serving Syracuse, NY. 27 of them are based in Syracuse; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Syracuse work on weekends?

3 of 31 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Arabella Wealth Advisors (#5), Jessica Champion Investment Services (#8) and Halston J. Association (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Syracuse financial planners have?

The median Google rating among 31 rated financial planners in Syracuse is 5.0★, with a median of 5 reviews. Bank of America Financial Center has the most, 80 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Syracuse count in this ranking?

Yes, if they are within 25 mi of the Syracuse city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Syracuse ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Syracuse a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Syracuse

  1. November 2026: RFA Scores recalculated for 31 financial planners serving Syracuse.

More financial planners and Syracuse pages