Financial advisers in Pittsford, NY
25 registered investment adviser firms in Pittsford managing $20.7B in assets, based on public SEC Form ADV filings.
Alesco Advisors, LLC, An Esl Company
Pittsford, NY · Est. 2026
- AUM
- $5.6B
- Per adviser
- $432M
- Advisers
- 13
No reported disclosures
Karpus Investment Management
Pittsford, NY · Est. 1987
- AUM
- $4.0B
- Per adviser
- $211M
- Advisers
- 19
No reported disclosures
Lvw Advisors, LLC
Pittsford, NY · Est. 2011
- AUM
- $2.5B
- Per adviser
- $225M
- Advisers
- 11
No reported disclosures
Generation Capital Management LLC
Pittsford, NY · Est. 2009
- AUM
- $1.2B
- Per adviser
- $1.2B
- Advisers
- 1
No reported disclosures
Armbruster Capital Management, INC.
Pittsford, NY · Est. 2010
- AUM
- $1.1B
- Per adviser
- $151M
- Advisers
- 7
No reported disclosures
High Probability Advisors, LLC
Pittsford, NY · Est. 2017
- AUM
- $1.0B
- Per adviser
- $80M
- Advisers
- 13
No reported disclosures
Ashford Advisors, LLC
Pittsford, NY · Est. 2001
- AUM
- $943M
- Per adviser
- $314M
- Advisers
- 3
No reported disclosures
Develop Capital Partners, LP.
Pittsford, NY · Est. 2026
- AUM
- $940M
- Per adviser
- $235M
- Advisers
- 4
No reported disclosures
Kickstand Wealth Advisors
Pittsford, NY · Est. 2023
- AUM
- $633M
- Per adviser
- $127M
- Advisers
- 5
No reported disclosures
Flower City Capital LLC
Pittsford, NY · Est. 2018
- AUM
- $445M
- Per adviser
- $74M
- Advisers
- 6
No reported disclosures
Candace Shira Associates, LLC
Pittsford, NY · Est. 2013
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Fischer Investment Group, INC.
Pittsford, NY · Est. 1987
- AUM
- $421M
- Per adviser
- $105M
- Advisers
- 4
No reported disclosures
Post Resch Tallon Group
Pittsford, NY · Est. 2012
- AUM
- $340M
- Per adviser
- $68M
- Advisers
- 5
No reported disclosures
Two Point Capital Management, INC.
Pittsford, NY · Est. 2013
- AUM
- $311M
- Per adviser
- $104M
- Advisers
- 3
Professional Financial
Pittsford, NY · Est. 2016
- AUM
- $226M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Lynnleigh & Company, LLC
Pittsford, NY · Est. 2018
- AUM
- $162M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Rdg Capital Management LLC
Pittsford, NY · Est. 2024
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Lyon Capital Management, LLC
Pittsford, NY · Est. 2012
- AUM
- $95M
- Per adviser
- $47M
- Advisers
- 2
No reported disclosures
Queenbridge Capital, LLC
Pittsford, NY · Est. 2022
- AUM
- $79M
- Per adviser
- $26M
- Advisers
- 3
No reported disclosures
Gps Financial, LLC
Pittsford, NY · Est. 2017
- AUM
- $77M
- Per adviser
- $77M
- Advisers
- 1
No reported disclosures
Occam Capital Management, LLC
Pittsford, NY · Est. 2001
- AUM
- $67M
- Per adviser
- $67M
- Advisers
- 1
No reported disclosures
Serenity Capital Advisors INC.
Pittsford, NY · Est. 2025
- AUM
- $64M
- Per adviser
- $64M
- Advisers
- 1
No reported disclosures
Blue Horizon Equity, INC.
Pittsford, NY · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 45
No reported disclosures
Factorpoint Planning, LLC
Pittsford, NY · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Upstate Advisers INC
Pittsford, NY · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures