Rialytix insights

Top RIA Firms in Syracuse, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Syracuse, New York. This hub covers 8 matching 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 Mar 2026	+$176.7M+10.6%	+$266.2M+16.9%	+$958.3M+109.0%	+$1.6B+612.4%	+1 employees+5.9% over 3Y	+383 accounts+10.2% over 3Y
2. Reagan Companies Asset Management, INC CRD 161648 · Corporation	SYRACUSE, NY	$1.2B May 2026	+$168.5M+17.0%	+$485.4M+71.9%	+$543.8M+88.1%	—	+1 employees+14.3% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.