Falists

New York · 6 advisers

Financial Advisors in Ithaca, New York

Looking for a financial advisor in Ithaca, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Ithaca — 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 $654.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

6

With website

6

Largest AUM

$654.4M

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth5Planning4Trusts5Retirement3Institutional3

Top advisors in Ithaca

Ranked by AUM · Fees, team & specialties at a glance

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More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)

Common questions

How many financial advisors are in Ithaca, New York?
6 registered investment advisers are listed in our Ithaca directory, sourced from public SEC filings.
What types of advisors are in Ithaca?
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 Ithaca?
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.