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Investment Advisors in Syracuse, NY: 2026 rankings

17 investment advisors 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 72/100; 5.0★ from 49 Google reviews.

  2. 5

    Most-reviewed: Orla Wealth Management, LLC, 23 Google reviews at 4.7★, the most of 17 ranked after Excelsior Wealth Partners | Investment Advisors, Financial Planners; ranked #5.

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

17 Syracuse investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 17 rated firms.

Top 10 investment advisors 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 investment advisors in Syracuse at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Excelsior Wealth Partners | Investment Advisors, Financial Planners725.0★ (49)Syracuse—Top score
2Noory Hwang - Prudential Financial695.0★ (4)Syracuse——
3Wells Fargo Advisors693.0★ (6)Syracuse——
4Wells Fargo Advisors684.3★ (3)Syracuse——
5Orla Wealth Management, LLC654.7★ (23)Syracuse—Most reviews
6Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners645.0★ (5)Syracuse——
7Arabella Wealth Advisors635.0★ (12)SyracuseSat—
8J W Burns & Company Investment Counsel634.0★ (4)Syracuse——
9Matt Dauksza - Excelsior Wealth Partners605.0★ (6)Syracuse——
10The Terzolo Financial Group, Inc.605.0★ (8)Fairmount, 6 mi away——

All 17 investment advisors 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

    72/100RFA 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

  12. #12 Charles Schwab

    Based in Syracuse

    59/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.2★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 3.2★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5788 Widewaters Pkwy Ste D8, De Witt, NY 13214
    View profile for Charles Schwab(800) 646-4710

  14. #14 TMRW Financial Group

    Based in Syracuse

    58/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5789 Widewaters Pkwy Ste 1F, Syracuse, NY 13214
    View profile for TMRW Financial Group(315) 350-2448

Also serving Syracuse

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

Unranked investment advisors serving Syracuse
BusinessGoogle ratingDistance
Bankers Life3.7★ (6)In Syracuse
Blue Ridge Financial Services4.8★ (19)In Syracuse
Diversified Wealth Strategies, LLC5.0★ (3)In Syracuse
Dunuwila Wealth Management5.0★ (12)In Syracuse
Equitable4.0★ (52)In Syracuse
Financial Quest5.0★ (5)In Syracuse
FMF&E Wealth Management, LLC5.0★ (2)In Syracuse
Grossman St. Amour CPAs, PLLC4.6★ (20)In Syracuse
Halston J. Association4.8★ (6)In Syracuse
IBN Financial Services Inc4.2★ (5)In Syracuse
Jessica Champion Investment Services5.0★ (6)In Syracuse
Key Private Bank5.0★ (2)In Syracuse
Marathon Financial Advisors5.0★ (5)In Syracuse
Mariner5.0★ (3)In Syracuse
NBT Bank4.3★ (27)In Syracuse
Pinnacle Investments, LLC5.0★ (5)In Syracuse
Planned Results Inc.5.0★ (3)In Syracuse
Quest Wealth Management5.0★ (20)In Syracuse
Rialto Wealth Management5.0★ (3)In Syracuse
Urist Financial and Retirement Planning, Inc.5.0★ (4)In Syracuse

How we ranked Syracuse investment advisors

We scored 17 Syracuse investment advisors 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Syracuse: frequently asked questions

Which investment advisor has the highest RFA Score in Syracuse?

By RFA Score, the highest-ranked investment advisor in Syracuse, NY is Excelsior Wealth Partners | Investment Advisors, Financial Planners with an RFA Score of 72/100. It has 5.0★ from 49 Google reviews. Noory Hwang - Prudential Financial (#2) and Wells Fargo Advisors (#3) follow. We ranked 17 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Syracuse?

RankedFinancialAdvisors ranks 17 investment advisors serving Syracuse, NY. 15 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 investment advisors in Syracuse work on weekends?

1 of 17 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is Arabella Wealth Advisors (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Syracuse investment advisors have?

The median Google rating among 17 rated investment advisors in Syracuse is 5.0★, with a median of 4 reviews. Excelsior Wealth Partners | Investment Advisors, Financial Planners has the most, 49 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Syracuse count in this ranking?

Yes, if they are within 25 mi of the Syracuse city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Syracuse ranked?

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

How do I check an investment advisor’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 investment advisor 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 investment advisors 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 17 investment advisors serving Syracuse.

More investment advisors and Syracuse pages