Dakota
Dakota
Book a Demo
Talk to an Expert

Upstate Advisers Inc.

EST. AUM
$34,053,630

CONTACTS

CLIENT ACCOUNTS
39

Firm Details

Metro area Rochester
CRD Number 341449
Website upstateadvisers.com
Client types

Overview

Upstate Advisers Inc. (UAI) is a Pittsford, New York-based boutique registered investment adviser (RIA) founded and led by Amy J. Wood. Formally registered with the SEC in April 2026, the firm provides fiduciary-based financial planning, retirement strategy, and discretionary portfolio management services to individuals, high-net-worth families, and small businesses. UAI emphasizes a personalized, client-centric approach to wealth management, tailoring investment portfolios to align with each client's specific long-term financial objectives, risk tolerance, and liquidity needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy