Adviser Record

Investment advisers in Utica, NY

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Strategic Financial Services$2.81 billion390
Adirondack Financial Services Corp$461.8 million162
Caruso Mclean & Co., Inc.$281.8 million50
One Hopper Asset Management$57.5 million30
Jc Miano Investment Advisory Service$54.5 million10