New York · 6 advisers
Financial Advisors in Corning, New York
Looking for a financial advisor in Corning, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Corning — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $430.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
6
Largest AUM
$430.0M
Financial planning
6
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Corning
Ranked by AUM · Fees, team & specialties at a glance
SOCHA FINANCIAL GROUP, LLC
Corning, NY
AUM
$430.0M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
607-962-0605
BURNS MATTESON CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$400.4M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-937-9282
BCK PARTNERS, INC.
Corning, NY
AUM
$212.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(607) 654-1182
ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
ALSWORTH CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$116.7M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(607) 973-2665
LAKE ROAD ADVISORS, LLC
Corning, NY
AUM
$98.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(607) 438-2914
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Common questions
- How many financial advisors are in Corning, New York?
- 6 registered investment advisers are listed in our Corning directory, sourced from public SEC filings.
- What types of advisors are in Corning?
- 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 Corning?
- 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.