#1Fingerlakes Wealth Management, Inc.
FINGERLAKES WEALTH MANAGEMENT, INC.
Based in Ithaca, NY
Retirement Plan Advisors in Ithaca, NY
The top-ranked retirement plan advisors serving Ithaca, NY are Fingerlakes Wealth Management, Inc., Cornell Pochily Investment Advisors, Inc. and New Horizon Financial Strategies, LLC. We list 4 retirement plan advisors serving Ithaca, NY. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Ithaca, NY (Tompkins County). 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Ithaca
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Fingerlakes Wealth Management, Inc. | SEC-registered investment adviser (CRD)#149709 | Ithaca, NY | (607) 257-1008 |
| 2 | Cornell Pochily Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#145355 | Lansing, NY (3 mi) | (607) 391-7080 |
| 3 | New Horizon Financial Strategies, LLC | SEC-registered investment adviser (CRD)#125729 | Varna, NY (3 mi) | (607) 275-1275 |
| 4 | Genesee Capital Advisors, LLC | SEC-registered investment adviser (CRD)#167353 | Auburn, NY (34 mi) | (315) 554-3020 |
#2Cornell Pochily Investment Advisors, Inc.
CORNELL POCHILY INVESTMENT ADVISORS, INC.Serves this area from Lansing, NY (3 mi)#3New Horizon Financial Strategies, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLCServes this area from Varna, NY (3 mi)#4Genesee Capital Advisors, LLC
GENESEE CAPITAL ADVISORS, LLCServes this area from Auburn, NY (34 mi)
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Frequently asked questions
How many retirement plan advisors serve Ithaca?
We list 4 retirement plan advisors serving Ithaca, NY: 1 based there and 3 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Ithaca?
The top-ranked retirement plan advisors serving Ithaca, NY are Fingerlakes Wealth Management, Inc., Cornell Pochily Investment Advisors, Inc., New Horizon Financial Strategies, LLC and Genesee Capital Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ithaca are verified against official records?
4 of the top 4 match an active official record: Fingerlakes Wealth Management, Inc. (U.S. Securities and Exchange Commission), Cornell Pochily Investment Advisors, Inc. (U.S. Securities and Exchange Commission), New Horizon Financial Strategies, LLC (U.S. Securities and Exchange Commission) and Genesee Capital Advisors, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .