Financial advisers in Fairport, NY
7 registered investment adviser firms in Fairport managing $17.6B in assets, based on public SEC Form ADV filings.
Manning & Napier Advisors, LLC
Fairport, NY · Est. 1975
RegionalInternational
- AUM
- $17.0B
- Per adviser
- $107M
- Advisers
- 159
No reported disclosures
Milestones Private Investment Advisors LLC
Fairport, NY · Est. 2017
LocalInternational
- AUM
- $223M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Geovest Advisors INC
Fairport, NY · Est. 1988
Local
- AUM
- $148M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures
O Asset Management LLC
Fairport, NY · Est. 2025
Local
- AUM
- $76M
- Per adviser
- $7M
- Advisers
- 11
No reported disclosures
Clover Leaf Financial LLC
Fairport, NY · Est. 2025
Local
- AUM
- $75M
- Per adviser
- $38M
- Advisers
- 2
No reported disclosures
Seaway Advisors
Fairport, NY · Est. 2015
Local
- AUM
- $51M
- Per adviser
- $25M
- Advisers
- 2
No reported disclosures
Sage Tree Wealth
Fairport, NY · Est. 2018
Local
- AUM
- $33M
- Per adviser
- $16M
- Advisers
- 2
No reported disclosures