Top Financial Advisors in Pittsford, New York
Finding the right financial advisor in Pittsford is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Pittsford, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Pittsford, NY.
Find the Best Financial Advisor Firms in Pittsford:
ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD#: 339091
Address: 120 Office Park Way, Pittsford, NY 14534
Clients: 140
Average Clients per Advisor: 10
AUM: $ 5.6B
LVW ADVISORS, LLC
CRD#: 159403
Address: 67b Monroe Avenue, Pittsford, NY 14534
Clients: 246
Average Clients per Advisor: 22
AUM: $ 2.5B
GENERATION CAPITAL MANAGEMENT LLC
CRD#: 128523
Address: 1163 Pittsford-victor Road #100, Pittsford, NY 14534
Clients: 205
Average Clients per Advisor: 205
AUM: $ 1.2B
BEAU MORGAN ADVISORS
CRD#: 336355
Address: Pittsford, NY
Clients: 8
Average Clients per Advisor: 8
AUM: $ 1.1B
ARMBRUSTER CAPITAL MANAGEMENT, INC.
CRD#: 151590
Address: 1250 Pittsford Victor Road Building 100, Suite 180, Pittsford, NY 14534
Clients: 205
Average Clients per Advisor: 29
AUM: $ 1.1B
HIGH PROBABILITY ADVISORS, LLC
CRD#: 289541
Address: 167 Sully's Trail Suite 300, Pittsford, NY 14534
Clients: 192
Average Clients per Advisor: 14
AUM: $ 1.0B
How We Chose the Top Financial Advisors in Pittsford, New York
To create this list of top financial advisor firms in Pittsford, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Pittsford has to offer.
Search Financial Advisors in Pittsford, New York
Mark Oconnell Downey II
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jeffrey Robert Sharman
Registered Affiliation(s):LPL FINANCIAL LLC
Paul Arthur Peterson
Registered Affiliation(s):LPL FINANCIAL LLC
Brian John Dejoy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Philip Samuel Franco JR
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Daniel Michael Schmitz Jr
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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