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

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

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Victor, 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 Victor, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Victor, 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 Victor, New York

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Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

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Greg Schuler

OakWood Financial Services

585-787-6870

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
COOPER/HAIMS ADVISORS, LLC
50 Square Drive, Suite 210
Victor, NY, 14564
124122 $880,841,883 1394 A Percentage of AUM, Hourly charges, Fixed Fees
THE PITTI GROUP WEALTH MANAGEMENT, LLC
590 Fishers Station Drive, Suite 110
Victor, NY, 14564
314685 $260,000,000 1165 A Percentage of AUM, Hourly charges, Fixed Fees
ELEVATUS WEALTH MANAGEMENT, LLC
1501 Pittsford Victor Road, Suite 101
Victor, NY, 14564
325629 $220,507,499 621 A Percentage of AUM, Fixed Fees
PROSPERITY ADVISORY GROUP LLC
50 Square Drive, Suite 220
Victor, NY, 14564
310720 $176,791,877 873 A Percentage of AUM, Fixed Fees
EVER GREEN WEALTH MANAGEMENT, LLC
6534 Anthony Drive, Suite D
Victor, NY, 14564
297459 $48,225,605 476 A Percentage of AUM

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