New York · 3 advisers
Financial Advisors in Camillus, New York
Looking for a financial advisor in Camillus, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Camillus — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $108.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$108.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Camillus
Ranked by AUM · Fees, team & specialties at a glance
SHOPE ADVISORS GROUP
Camillus, NY
AUM
$65.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-701-5857
DJPUFF ADVISORS GROUP, INC.
Camillus, NY
AUM
$6.4M
Team
1 advisors
Clients
—
Fees
ASSET-BASED FEES
315-488-8885
NEWMAN LADD CAPITAL ADVISORS, LLC.
Camillus, NY
AUM
$108.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
315-299-8979
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Common questions
- How many financial advisors are in Camillus, New York?
- 3 registered investment advisers are listed in our Camillus directory, sourced from public SEC filings.
- What types of advisors are in Camillus?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Camillus?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.