AdvisorGrade

Financial advisers in Webster, NY

2 registered investment adviser firms in Webster managing $469M in assets, based on public SEC Form ADV filings.

Bright Futures Wealth Management, LLC

Webster, NY · Est. 2017

Regional
Fee-based
AUM
$295M
Per adviser
$21M
Advisers
14

No reported disclosures

Capstone Investment Financial Group, LLC

Webster, NY · Est. 2007

Local
Fee-based
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures