DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > new york > pittsford

Find The Best Financial Advisors in Pittsford, New York

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 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 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

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

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

Allworth Financial

888-242-6766

Address

20 Wildbriar Road Suite E,
Rochester, NY 14623 See Details

Greg Schuler

OakWood Financial Services

585-787-6870

Address

190 Linden Oaks, Suite A,
Rochester, NY 14625 See Details

Snowden Lane Partners

716-221-3321

Address

6400 Sheridan Drive,
Ste. 220,
Williamsville, NY 14221 See Details

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	$4,187,470,806	1554	A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING SERVICES)
KARPUS INVESTMENT MANAGEMENT 183 Sully'S Trail, Pittsford, NY, 14534	110275	$3,546,295,967	2165	A Percentage of AUM
LVW ADVISORS, LLC 67b Monroe Avenue, Pittsford, NY, 14534	159403	$1,933,785,391	2316	A Percentage of AUM, Fixed Fees
GENERATION CAPITAL MANAGEMENT LLC 1163 Pittsford-Victor Road, #100 Pittsford, NY, 14534	128523	$840,494,077	293	A Percentage of AUM, Hourly charges, Fixed Fees
ARMBRUSTER CAPITAL MANAGEMENT, INC. 1250 Pittsford Victor Road, Building 100, Suite 180 Pittsford, NY, 14534	151590	$670,479,068	404	A Percentage of AUM
ASHFORD ADVISORS, LLC 30 B Grove Street, Pittsford, NY, 14534	114238	$640,667,143	222	A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST)
HIGH PROBABILITY ADVISORS, LLC 167 Sully'S Trail, Suite 300 Pittsford, NY, 14534	289541	$542,074,725	530	A Percentage of AUM
KICKSTAND WEALTH ADVISORS 1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 Pittsford, NY, 14534	327022	$391,966,817	1660	A Percentage of AUM
FISCHER INVESTMENT GROUP, INC. 1175 Pittsford-Victor Rd, Suite 240 Pittsford, NY, 14534	110966	$364,232,924	195	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	$324,933,919	964	A Percentage of AUM, Hourly charges, Fixed Fees
TWO POINT CAPITAL MANAGEMENT, INC. 4 S. Mainstreet, Pittsford, NY, 14534	131816	$223,465,288	190	A Percentage of AUM
POST RESCH TALLON GROUP 1163 Pittsford-Victor Road, Suite 240 Pittsford, NY, 14534	156302	$216,323,662	694	A Percentage of AUM
PROFESSIONAL FINANCIAL 1159 Pittsford-Victor Rd, Suite 120 Pittsford, NY, 14534-3827	125580	$178,923,780	457	A Percentage of AUM, Hourly charges, Fixed Fees
LYNNLEIGH & COMPANY, LLC 1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534	285044	$102,803,984	232	A Percentage of AUM, Hourly charges
LYON CAPITAL MANAGEMENT, LLC 24b Grove Street, Pittsford, NY, 14534	111311	$76,147,702	138	A Percentage of AUM

Select other cities around Pittsford, New York to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Pittsford, New York

How To Find The Best Financial Advisors in Pittsford, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Pittsford, New York

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

Allworth Financial

Address

Greg Schuler

OakWood Financial Services

Address

Snowden Lane Partners

Address

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

Select other cities around Pittsford, New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Pittsford, New York
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy