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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 2 vetted financial advisors and 20 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 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 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 | $4,430,226,612 | 1615 | A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING SERVICES) |
| KARPUS INVESTMENT MANAGEMENT 183 Sully'S Trail, Pittsford, NY, 14534 | 110275 | $3,951,184,737 | 2208 | A percentage of AUM |
| LVW ADVISORS, LLC 67b Monroe Avenue, Pittsford, NY, 14534 | 159403 | $2,137,887,826 | 2516 | A percentage of AUM, Fixed fees |
| GENERATION CAPITAL MANAGEMENT LLC 1163 Pittsford-Victor Road, #100 Pittsford, NY, 14534 | 128523 | $916,589,883 | 323 | A percentage of AUM, Hourly charges, Fixed fees |
| HIGH PROBABILITY ADVISORS, LLC 167 Sully'S Trail, Suite 300 Pittsford, NY, 14534 | 289541 | $813,429,881 | 695 | A percentage of AUM |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. 1250 Pittsford Victor Road, Building 100, Suite 180 Pittsford, NY, 14534 | 151590 | $742,489,233 | 397 | A percentage of AUM |
| ASHFORD ADVISORS, LLC 30 B Grove Street, Pittsford, NY, 14534 | 114238 | $725,031,912 | 216 | A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST) |
| KICKSTAND WEALTH ADVISORS 1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 Pittsford, NY, 14534 | 327022 | $453,897,773 | 1692 | A percentage of AUM |
| FISCHER INVESTMENT GROUP, INC. 1175 Pittsford-Victor Rd, Suite 240 Pittsford, NY, 14534 | 110966 | $403,234,911 | 196 | A percentage of AUM, Subscription fees, Other (NEGOTIATED FLAT ADVISORY FEE) |
| CANDACE SHIRA ASSOCIATES, LLC 115 Sully'S Trail, Suite 8 Pittsford, NY, 14534 | 165984 | $367,443,136 | 926 | A percentage of AUM, Hourly charges, Fixed fees |
| POST RESCH TALLON GROUP 1163 Pittsford-Victor Road, Suite 240 Pittsford, NY, 14534 | 156302 | $293,093,524 | 852 | A percentage of AUM |
| TWO POINT CAPITAL MANAGEMENT, INC. 4 S Main Street, Pittsford, NY, 14534 | 131816 | $273,257,806 | 199 | A percentage of AUM |
| FLOWER CITY CAPITAL LLC 1 Fishers Rd, Suite 220 Pittsford, NY, 14534 | 281503 | $270,792,372 | 691 | A percentage of AUM, Fixed fees |
| PROFESSIONAL FINANCIAL 1159 Pittsford-Victor Rd, Suite 120 Pittsford, NY, 14534-3827 | 125580 | $191,543,584 | 439 | A percentage of AUM, Hourly charges, Fixed fees |
| LYNNLEIGH & COMPANY, LLC 1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534 | 285044 | $112,317,737 | 797 | A percentage of AUM, Hourly charges |
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