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Find Best Financial Advisors in Pittsford, 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 Pittsford is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Pittsford & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Pittsford?

Looking for a qualified financial advisor in Pittsford? We can help you by narrowing down your options & listing the best financial advisors in Pittsford as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Pittsford near you with the list of certified and vetted Pittsford financial advisors.

List of Qualified Financial Advisors in Pittsford, New York

advisor-photo

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

advisor-photo

David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ALESCO ADVISORS LLC
120 Office Park Way, Pittsford, NY 14534
108590 $4,403,996,823 1397 A percentage of AUM
Fixed fees
LVW ADVISORS, LLC
67b Monroe Avenue, Pittsford, NY 14534
159403 $2,201,067,267 2183 A percentage of AUM
Fixed fees
GENERATION CAPITAL MANAGEMENT LLC
1163 Pittsford-Victor Road, #100 Pittsford, NY 14534
128523 $852,412,894 279 A percentage of AUM
Hourly charges
Fixed fees
ASHFORD ADVISORS, LLC
30 B Grove Street, Pittsford, NY 14534
114238 $760,396,984 226 A percentage of AUM
Fixed fees
Performance Based
Other (CARRIED INTEREST)
ARMBRUSTER CAPITAL MANAGEMENT, INC.
1250 Pittsford Victor Road, Building 100, Suite 180 Pittsford, NY 14534
151590 $726,835,400 384 A percentage of AUM
HIGH PROBABILITY ADVISORS, LLC
167 Sully'S Trail, Suite 300 Pittsford, NY 14534
289541 $458,828,339 424 A percentage of AUM
TWO POINT CAPITAL MANAGEMENT, INC.
4 S. Mainstreet, Pittsford, NY 14534
131816 $256,396,647 92 A percentage of AUM
PROFESSIONAL FINANCIAL
1159 Pittsford-Victor Rd, Suite 120 Pittsford, NY 14534-3827
125580 $203,581,462 446 A percentage of AUM
Hourly charges
Fixed fees
POST RESCH TALLON GROUP
1163 Pittsford-Victor Road, Suite 240 Pittsford, NY 14534
156302 $200,000,000 255 A percentage of AUM
LYNNLEIGH & COMPANY, LLC
1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534
285044 $112,144,171 682 A percentage of AUM
Hourly charges
LYON CAPITAL MANAGEMENT, LLC
24b Grove Street, Pittsford, NY 14534
111311 $77,796,451 134 A percentage of AUM
OCCAM CAPITAL MANAGEMENT, LLC
1303 Marsh Road, Ste 4, Pittsford, NY 14534-1742
108201 $66,730,100 222 A percentage of AUM
Hourly charges
THE MAIER GROUP, LLC
1175 Pittsford Victor Rd, Suite 220 Pittsford, NY 14534
126324 $55,208,444 69 A percentage of AUM
Hourly charges
Fixed fees
GPS FINANCIAL, LLC
125 Sullys Trail, Suite 1 Pittsford, NY 14534
290227 $46,391,279 419 A percentage of AUM
Hourly charges
Fixed fees
NEXUS CAPITAL, LLC
1175 Pittsford Victor Rd, Suite 220 Pittsford, NY 14534
288758 $26,519,178 65 A percentage of AUM

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anthony M Gallea
Inquire with Anthony
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 561-557-6040
Professional Financial Strategies
Inquire with Professional
1159 Pittsford Victor Rd Ste 120, Bushnells Basin Pittsford, NY 14534 585-218-9080
Morgan Stanley Financial Advisors
Inquire with Morgan
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-383-9270
Tompkins Financial Advisors
Inquire with Tompkins
179 Sullys Trail, Pittsford, NY 14534 585-248-0050
Cudlipp Financial Services, Inc.
Inquire with Cudlipp
125 Sully's Trail, Suite 2 Pittsford, NY 14534 585-383-6555
Robert Mike
Inquire with Robert
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-264-5817
The Sartini Group
Inquire with Sartini
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-987-6184
John Sartini
Inquire with John
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-987-6053
Martin Moll
Inquire with Martin
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-987-6074
Paul M Hanrahan
Inquire with Paul
1250 Pittsford Victor Rd, Ste 350, Bldg 200 Pittsford, NY 14534 585-264-5843

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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