Financial advisers in Victor, NY

7 registered investment adviser firms in Victor managing $2.5B in assets, based on public SEC Form ADV filings.

Cooper/Haims Advisors, LLC

Victor, NY · Est. 2002

AUM: $1.2B
Per adviser: $89M
Advisers: 13

No reported disclosures

Elevatus Wealth Management, LLC

Victor, NY · Est. 2023

AUM: $513M
Per adviser: $128M
Advisers: 4

No reported disclosures

The Pitti Group Wealth Management, LLC

Victor, NY · Est. 2021

AUM: $374M
Per adviser: $94M
Advisers: 4

No reported disclosures

Prosperity Advisory Group LLC

Victor, NY · Est. 2020

AUM: $216M
Per adviser: $72M
Advisers: 3

No reported disclosures

Flfs Advisory LLC

Victor, NY · Est. 2025

AUM: $161M
Per adviser: $32M
Advisers: 5

No reported disclosures

Ever Green Wealth Management, LLC

Victor, NY · Est. 2019

AUM: $80M
Per adviser: $80M
Advisers: 1

No reported disclosures

Piano Wealth Management

Victor, NY · Est. 2024

AUM: $51M
Per adviser: $51M
Advisers: 1

No reported disclosures