Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Ascent Wealth Partners, LLC financial advisors

Every SEC-registered investment adviser representative at Ascent Wealth Partners, LLC, by the state and city of the office they work from.

11 registered advisors work at Ascent Wealth Partners, LLC, in 1 state and 2 cities; the most are in New Hartford, NY (10). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Ascent Wealth Partners, LLC advisor by name →Who joined and left Ascent Wealth Partners, LLC →Ascent Wealth Partners, LLC: assets, clients and custodians →

Cities with the most Ascent Wealth Partners, LLC advisors

New Hartford, NY 10Tribes Hill, NY 1

Ascent Wealth Partners, LLC advisors by state

Ascent Wealth Partners, LLC in New York 11

New Hartford 10Tribes Hill 1

Questions

How many financial advisors does Ascent Wealth Partners, LLC have?

11 investment adviser representatives are registered with Ascent Wealth Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Ascent Wealth Partners, LLC have the most advisors?

New Hartford, NY, with 10 registered advisors, then Tribes Hill, NY (1). By state, New York has the most, with 11.

How do I find a Ascent Wealth Partners, LLC financial advisor near me?

Pick your state below, then your city, to see every Ascent Wealth Partners, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Ascent Wealth Partners, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →