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24 firms listed · 8 in Utica · 2 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
The 24 firms listed for Utica, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 8 are in Utica itself and 16 come from towns including New Hartford (10, 4 mi), Rome (2, 15 mi) and Clinton (1, 8 mi). 16 of the firms on this page have a rating, from 4.2 to 5.0 across 34 reviews; 14 are rated 4.5 or higher. 2 are open on Saturdays. 2 show a license on their websites. 17 have ten or more years of experience, the longest 32 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page and 19 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
