Find The Best Financial Advisors in Fairport, New York

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Fairport is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Fairport & pick the one as per your needs

How To Find The Best Financial Advisors in Fairport , New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Fairport, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 5 non-vetted financial advisors in Fairport, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fairport, New York have an average of 12 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Fairport , New York

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

• 1159 Pittsford Victor Rd,
  Ste 220,
  Pittsford, NY 14534 See Details

Connect with Richard

Connect with Richard

Edelman Financial Engines, LLC

877-208-7414

Address

• 6500 Sheridan Drive,
  Suite 110,
  Amherst, NY 14221 See Details

Connect with Edelman

Connect with Edelman

Top Financial Advisor Firms in Fairport, New York(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MANNING & NAPIER ADVISORS, LLC 290 Woodcliff Drive, Fairport, NY, 14450	105992	$18,487,109,261	4447	A percentage of AUM, Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES)
MILESTONES PRIVATE INVESTMENT ADVISORS LLC 375 Woodcliff Drive, Fairport, NY, 14450	289116	$175,299,498	682	A percentage of AUM, Fixed fees
GEOVEST ADVISORS INC 245 Willowbrook Office Park, 1451 Pittsford Victor Rd Fairport, NY, 14450-4221	105906	$127,168,779	239	A percentage of AUM, Hourly charges, Fixed fees
SAGE TREE WEALTH 10 East Church Street, Fairport, NY, 14450	298951	$58,437,033	259	A percentage of AUM, Hourly charges, Fixed fees
SEAWAY ADVISORS 1387 Fairport Rd, Suite 640 Fairport, NY, 14450	149745	$50,769,875	96	A percentage of AUM

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