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Largest RIA Firms in Corning, New York by AUM

Explore registered investment advisers headquartered in Corning, New York, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 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 sufficient historical filing data is unavailable for the lookback period.