Retirement Plan Advisors in Schuyler County, NY
The top-ranked retirement plan advisors serving Schuyler County, NY are Alsworth Capital Management, LLC, Lake Road Advisors, LLC and Rooted Planning Group. We list 6 retirement plan advisors serving Schuyler County, NY. 6 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 Schuyler County, NY. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Schuyler County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Alsworth Capital Management, LLC | SEC-registered investment adviser (CRD)#281417 | Corning, NY (20 mi) | (607) 973-2665 |
| 2 | Lake Road Advisors, LLC | SEC-registered investment adviser (CRD)#281657 | Corning, NY (20 mi) | (607) 438-2914 |
| 3 | Rooted Planning Group | SEC-registered investment adviser (CRD)#284120 | Corning, NY (20 mi) | (607) 438-2761 |
| 4 | Fingerlakes Wealth Management, Inc. | SEC-registered investment adviser (CRD)#149709 | Ithaca, NY (23 mi) | (607) 257-1008 |
| 5 | Cornell Pochily Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#145355 | Lansing, NY (24 mi) | (607) 391-7080 |
| 6 | New Horizon Financial Strategies, LLC | SEC-registered investment adviser (CRD)#125729 | Varna, NY (26 mi) | (607) 275-1275 |
- ALSWORTH CAPITAL MANAGEMENT, LLCServes this area from Corning, NY (20 mi)
#2Lake Road Advisors, LLC
LAKE ROAD ADVISORS, LLCServes this area from Corning, NY (20 mi)#3Rooted Planning Group
IRVINE WEALTH PLANNING STRATEGIES, LLCServes this area from Corning, NY (20 mi)#4Fingerlakes Wealth Management, Inc.
FINGERLAKES WEALTH MANAGEMENT, INC.Serves this area from Ithaca, NY (23 mi)#5Cornell Pochily Investment Advisors, Inc.
CORNELL POCHILY INVESTMENT ADVISORS, INC.Serves this area from Lansing, NY (24 mi)#6New Horizon Financial Strategies, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLCServes this area from Varna, NY (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Schuyler County?
We list 6 retirement plan advisors serving Schuyler County, NY: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Schuyler County?
The top-ranked retirement plan advisors serving Schuyler County, NY are Alsworth Capital Management, LLC, Lake Road Advisors, LLC, Rooted Planning Group, Fingerlakes Wealth Management, Inc. and Cornell Pochily Investment Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Schuyler County are verified against official records?
6 of the top 6 match an active official record: Alsworth Capital Management, LLC (U.S. Securities and Exchange Commission), Lake Road Advisors, LLC (U.S. Securities and Exchange Commission), Rooted Planning Group (U.S. Securities and Exchange Commission), Fingerlakes Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Cornell Pochily Investment Advisors, Inc. (U.S. Securities and Exchange Commission), and 1 more on this page. 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 .
Communities served
Watkins Glen, Montour Falls, Odessa, Burdett