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Find The 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!
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How To Find The Best Financial Advisors in Pittsford, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Pittsford, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 16 non-vetted financial advisors in Pittsford, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Pittsford, New York have an average of 24 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 Pittsford, New York
585-381-1861
Top Financial Advisor Firms in Pittsford, 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 |
| KARPUS INVESTMENT MANAGEMENT 183 Sully'S Trail, Pittsford, NY, 14534 | 110275 | $4,094,689,639 | 2204 | A percentage of AUM |
| 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 |
| CANDACE SHIRA ASSOCIATES, LLC 115 Sully'S Trail, Suite 8 Pittsford, NY, 14534 | 165984 | $388,482,270 | 965 | A percentage of AUM, Hourly charges, Fixed fees |
| FISCHER INVESTMENT GROUP, INC. 1175 Pittsford-Victor Rd, Suite 240 Pittsford, NY, 14534 | 110966 | $323,907,318 | 184 | A percentage of AUM, Subscription fees, Other (NEGOTIATED FLAT ADVISORY FEE) |
| 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 |
| PARKS CAPITAL 141 Sully'S Trail, Suite 1 Pittsford, NY, 14534 | 138121 | $69,489,490 | 282 | A percentage of AUM |
Additional Financial Advisors in Pittsford, 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 The | 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 |
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