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Largest RIA Firms in Syracuse, New York by AUM

Explore registered investment advisers headquartered in Syracuse, New York, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 8 firms with $6.1B in total reported AUM and median AUM of $702.9M.

Firms

Matching current profiles

Total AUM

$6.1B

Reported regulatory AUM

Median AUM

$702.9M

Across firms with AUM

Largest firm

$1.8B

Rockbridge Investment Management, 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. Rockbridge Investment Management, LLC CRD 115754 · Limited Liability Company	SYRACUSE, NY	$1.8B Jul 2026	+$176.7M+10.6%	+$574.5M+45.5%	+$806.4M+78.2%	+$1.6B+612.4%	-1 employees-5.3% over 3Y	+502 accounts+13.8% over 3Y
2. Reagan Companies Asset Management, INC CRD 161648 · Corporation	SYRACUSE, NY	$1.2B Jun 2026	+$168.5M+17.0%	+$485.4M+71.9%	+$543.8M+88.1%	—	+2 employees+28.6% over 3Y	+1,437 accounts+216.7% over 3Y
3. Passive Capital Management, LLC CRD 142870 · Limited Liability Company	SYRACUSE, NY	$996.9M Jan 2026	+$133.2M+15.4%	+$169.3M+20.5%	+$374.7M+60.2%	+$824.9M+479.6%	+1 employees+14.3% over 3Y	-322 accounts-42.9% over 3Y
4. Lipe & Dalton Investment Counsel CRD 132737 · Corporation	SYRACUSE, NY	$779.9M Feb 2026	+$125.9M+19.3%	+$123.4M+18.8%	+$254.8M+48.5%	+$628.9M+416.6%	0 employees+0.0% over 3Y	+28 accounts+7.9% over 3Y
5. Rialto Wealth Management CRD 319411 · Limited Liability Company	SYRACUSE, NY	$625.9M Mar 2026	+$222.2M+55.1%	+$407.4M+186.4%	—	—	+3 employees+75.0% over 3Y	+753 accounts+165.9% over 3Y
6. Adirondack Capital Advisors, LLC CRD 133305 · Limited Liability Company	SYRACUSE, NY	$422.3M Mar 2026	+$72.2M+20.6%	+$171.1M+68.1%	+$220.0M+108.7%	+$311.0M+279.5%	+2 employees+40.0% over 3Y	+344 accounts+42.0% over 3Y
7. Armory Capital Management, LLC CRD 149008 · Limited Liability Company	SYRACUSE, NY	$167.1M Mar 2026	+$47.8M+40.1%	+$48.0M+40.3%	+$81.1M+94.2%	+$132.7M+385.6%	0 employees+0.0% over 3Y	+58 accounts+20.1% over 3Y
8. Nottingham Wealth Partners, INC. CRD 306971 · Corporation	SYRACUSE, NY	$80.5M Apr 2026	+$14.8M+22.6%	+$43.3M+116.3%	+$48.3M+150.0%	—	+1 employees+16.7% over 3Y	+221 accounts+283.3% 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.