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
CRD#: 108590
Address: 120 Office Park Way, Pittsford, NY 14534
Clients: 174
Average Clients per Advisor: 12
AUM: $ 4.2B
LVW ADVISORS, LLC
CRD#: 159403
Address: 67b Monroe Avenue, Pittsford, NY 14534
Clients: 243
Average Clients per Advisor: 22
AUM: $ 1.9B
GENERATION CAPITAL MANAGEMENT LLC
CRD#: 128523
Address: 1163 Pittsford-victor Road #100, Pittsford, NY 14534
Clients: 132
Average Clients per Advisor: 132
AUM: $ 840M
ARMBRUSTER CAPITAL MANAGEMENT, INC.
CRD#: 151590
Address: 1250 Pittsford Victor Road Building 100, Suite 180, Pittsford, NY 14534
Clients: 170
Average Clients per Advisor: 24
AUM: $ 670M
ASHFORD ADVISORS, LLC
CRD#: 114238
Address: 30 B Grove Street, Pittsford, NY 14534
AUM: $ 641M
HIGH PROBABILITY ADVISORS, LLC
CRD#: 289541
Address: 167 Sully's Trail Suite 300, Pittsford, NY 14534
Clients: 130
Average Clients per Advisor: 16
AUM: $ 542M
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
Louis William George
Registered Affiliation(s):LPL FINANCIAL LLC
Joelle Lauren Donahoe
Registered Affiliation(s):LPL FINANCIAL LLC
James Frederick Shaw
Registered Affiliation(s):DKCB FINANCIAL ADVISORS, LLC
Gary Andrew Debellis
Registered Affiliation(s):DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
Michael David Agostinelli
Registered Affiliation(s):DKCB FINANCIAL ADVISORS, LLC
David Edward Dangler
Registered Affiliation(s):LPL FINANCIAL LLC
Phillip A Yargeau
Registered Affiliation(s):EXCEL SECURITIES & ASSOCIATES, INC.
Gregory Jon Harrison
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Todd Jerome Jessop
Registered Affiliation(s):LIFEMARK SECURITIES CORP.
John Anthony Sartini
Registered Affiliation(s):MORGAN STANLEY
Andrew Joseph Means
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Duncan Ian Radcliffe
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Scott Lauren Battle
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Paul Calvin Deagle
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Russell Kenneth Schwartzbeck
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Todd Robert Sloth
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
George Kevin Stepanoff
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Robert James Burke
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Darin Scott Fass
Registered Affiliation(s):EAGLE STRATEGIES LLC
Timothy James Warnett
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Eugene Richardson
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
David Bruce Kotalik
Registered Affiliation(s):MORGAN STANLEY
Larry Howard Rabinowitz
Registered Affiliation(s):FORTE CAPITAL LLC
Donna M Malucci
Registered Affiliation(s):MORGAN STANLEY
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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