Strategic Financial Services
“Their innovative and customer-centric investment approach provides me the peace of mind needed in this ever-changing, dynamic investment landscape.”
Best Financial Advisors in Utica, NY
15 firms listed · 8 in Utica · 3 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Caruso Mc Lean & Co.
“Great people that go out of their way to help you.”
Leigh Baldwin & Co
“The absolute best financial move of my life !”
Ford English Financial Group
Nathan G. Hanna
“He is a pure professional from the moment I met him.”
Advanced Group Financial Services
“Have done a great job for me.”
The 15 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.
Area overview: Utica, NY
Of the 15 firms we list here, 8 are in Utica itself and 7 come from New Hartford (3 mi). 11 of the firms on this page have a rating, and all of them are rated 5.0, across 23 reviews. 3 are open on Saturdays and 2 on Sundays. 2 show a license on their websites. 11 have ten or more years of experience, the longest 32 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 publish a contact page and 11 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.
Why are financial advisers outside Utica listed here?
8 of the 15 firms are located in Utica. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Adirondack Financial Services
D. K. Griffith & Company
Nelson & Strife Financial Group
Savicki Capital
“I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge.”
Upstate Wealth Consulting
“My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs.”
Ascent Wealth Partners
The Sheridan Group
Gehrig Financial Planning
“He is extremely knowledgeable and went through all the options.”
M Griffith Investment Services
Why these companies made our list
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