Rialytix insights

Top RIA Firms in Corning, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Corning, New York. This hub covers 6 matching firms with $1.4B in total reported AUM and median AUM of $184.8M.

Firms

Matching current profiles

Total AUM

$1.4B

Reported regulatory AUM

Median AUM

$184.8M

Across firms with AUM

Largest firm

$430.0M

Socha Financial Group, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Socha Financial Group, LLC CRD 299263 · Limited Liability Company	CORNING, NY	$430.0M Mar 2026	+$19.5M+4.8%	+$126.5M+41.7%	+$125.3M+41.1%	—	0 employees+0.0% over 3Y	+781 accounts+104.8% over 3Y
2. Burns Matteson Capital Management, LLC CRD 118315 · Limited Liability Company	CORNING, NY	$400.4M Apr 2026	+$57.9M+16.9%	+$130.2M+48.2%	+$117.2M+41.4%	+$240.9M+151.0%	+1 employees+20.0% over 3Y	-88 accounts-7.8% over 3Y
3. Bck Partners, INC. CRD 181512 · Corporation	CORNING, NY	$212.7M Mar 2026	+$21.6M+11.3%	+$44.6M+26.5%	+$57.7M+37.2%	—	-2 employees-28.6% over 3Y	-100 accounts-17.1% over 3Y
4. Rooted Planning Group CRD 284120 · Limited Liability Company	CORNING, NY	$157.0M Feb 2026	+$61.3M+64.0%	+$84.4M+116.3%	+$110.0M+233.9%	+$127.0M+423.9%	+2 employees+40.0% over 3Y	+442 accounts+132.3% over 3Y
5. Alsworth Capital Management, LLC CRD 281417 · Limited Liability Company	CORNING, NY	$116.7M Mar 2026	+$19.5M+20.0%	+$47.2M+67.9%	+$46.9M+67.1%	+$81.2M+228.8%	+2 employees+33.3% over 3Y	+280 accounts+177.2% over 3Y
6. Lake Road Advisors, LLC CRD 281657 · Limited Liability Company	CORNING, NY	$98.8M Jan 2026	+$30.8M+45.4%	+$37.3M+60.8%	+$50.1M+103.1%	+$66.3M+204.0%	0 employees+0.0% over 3Y	+32 accounts+30.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.