Company lists · Data refreshed September 2026

Top 9 Investment consulting firms based in Syracuse, United States

RevenueBase identified 26 investment consulting firms headquartered in Syracuse, United States as of September 2026 and tracks 198 professional contacts across them, including 25 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Syracuse has 26.

This list covers investment consulting firms headquartered in Syracuse, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review
26Companies
198Contacts tracked
25Verified emails
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The 9 largest investment consulting firms based in Syracuse, United States

Ranked by team size
Top 9 of 26 investment consulting firms based in Syracuse, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 2026n/a91 contacts →

Indirect evidence

“Cadaret Grant (CG) has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-107 contacts →

Indirect evidence

“Reagan Companies Asset Management, Inc.”

Source: RevenueBase Database · checked Sep 26, 2026
3Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“We partner with individuals and families to navigate life’s most important financial transition-retirement-with clarity, confidence, and intention.”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Motivated by Your Best Interests- At Tucker-Haskins & Associates, we are educators and financial planners who love making a positive difference in peoples lives.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“BFSN is a boutique Financial Services Firm focused on Strategic Financial Planning for individuals concerned with: The Creation of Sustainable Retirement Income.”

Source: RevenueBase Database · checked Sep 26, 2026
6Strong evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-104 contacts →

Strong evidence

“Investment management and consulting to a broad array of retirement plans, retirement plan participants and other individuals, not-for-profit organizations, and financial…”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“As a fiduciary fee-only RIA, our mission is to empower financial wellness by making high-quality financial advice accessible to all.”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“At Eastgate Financial Group, we’ve developed and refined a process to seamlessly integrate all aspects of your financial life.”

Source: RevenueBase Database · checked Sep 26, 2026
9Partial evidenceSyracuse, NY, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“Dannible/McKee has gained national recognition providing valuation, ownership transition, and financial consulting services to design firms.”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 9 of 26 investment consulting firms based in Syracuse, United States

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Investment consulting firms based in Syracuse, United States at a glance

As of Sep 26, 2026
12.6%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
1
51-200
1

Email recency for this list is measured across the whole United States list rather than for Syracuse, so it is reported there. Company counts and contact totals on this page are exact for Syracuse, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Syracuse, United States whose own description of what they do matches “investment consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment consulting firms, and records with no verified work email. Companies headquartered outside Syracuse are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 25 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 26, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment consulting firms are there based in Syracuse, United States?

RevenueBase identified 26 investment consulting firms headquartered in Syracuse, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cadaret Grant, headquartered in Syracuse, tops this list with the largest team on record.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Syracuse has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 25 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 26, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.