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Market Standing · 2026
Utica-Rome

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 12 of 12
1IA-only$1.5B88.2A
2IA-only$3.1M88A
3IA-only$62.1M87.8B+
4IA-only$2.8B86.7B+
5
Kane Financial
CRD 291231
IA-only$75.2M86.5B+
6IA-only$712K84.6B+
7IA-only$54.5M84.5B+
8IA-only$81.2M79.5B
9IA-only$57.5M78B
10IA-only$19M77.6B
11
Caruso McLean &
CRD 126084
IA-only$282M77.5B
12IA-only$462M66.9C

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.