Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Rockbridge Investment Management, LLC financial advisors in Syracuse, NY

Every SEC-registered investment adviser representative at a Rockbridge Investment Management, LLC office in Syracuse, A to Z.

The short answer

11 registered advisors work at Rockbridge Investment Management, LLC in Syracuse, out of 11 at the firm nationwide; it ranks number 11 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.

Rockbridge Investment Management, LLC advisors in Syracuse, A to Z

Every Rockbridge Investment Management, LLC advisor →

Rockbridge Investment Management, LLC advisors in every city and state →Rockbridge Investment Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Syracuse

All Syracuse advisors →

Equitable Advisors, LLC 63LPL Financial LLC 46Morgan Stanley 35RBC Capital Markets, LLC 31LPL Enterprise, LLC 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Wells Fargo Clearing Services, LLC 22MML Investors Services, LLC 14Commonwealth Financial Network 13Osaic Wealth, Inc. 11Lincoln Investment 10UBS Financial Services Inc. 10

Questions

How many financial advisors does Rockbridge Investment Management, LLC have in Syracuse?

11 investment adviser representatives are registered at Rockbridge Investment Management, LLC offices in Syracuse, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.

Is Rockbridge Investment Management, LLC one of the largest advisor employers in Syracuse?

Rockbridge Investment Management, LLC ranks number 11 in Syracuse by registered advisors; Equitable Advisors, LLC has the most, with 63.

How do I check a Rockbridge Investment Management, LLC advisor in Syracuse?

Each advisor below 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. Advisors are listed at the city of the Rockbridge Investment Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.