Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Methodology →All 53 scored firms →

Top advisers in Syracuse

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

1
WILLARD CHARLES LIPE III
LIPE & DALTON INVESTMENT COUNSEL · Syracuse, NY
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2
DOUGLAS R. BURNS JR
BPC ADVISORS LLC · East Syracuse, NY
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3
PATRICK DALTON
LIPE & DALTON INVESTMENT COUNSEL · Syracuse, NY
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4
SCOTT DEWITT REINHARDT
PASSIVE CAPITAL MANAGEMENT, LLC · Syracuse, NY
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5
KEVIN RENZIE SULLIVAN
RIALTO WEALTH MANAGEMENT · Syracuse, NY
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6
RICHARD PAUL REAGAN
REAGAN COMPANIES ASSET MANAGEMENT, INC · Syracuse, NY
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7
PATRICK JAMES DOOLEY
ADIRONDACK CAPITAL ADVISORS, LLC · Syracuse, NY
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8
CHRISTOPHER WILLIAM BERG
ADIRONDACK CAPITAL ADVISORS, LLC · Syracuse, NY
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9
DAVID HAAHR
REAGAN COMPANIES ASSET MANAGEMENT, INC · Syracuse, NY
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10
JOHN DALLAS MAHSHIE
MPM ADVISORS GROUP LLC · Liverpool, NY
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All financial advisors in Syracuse Financial advisory firms in Syracuse