Top 10 advisors in Pittsford
We’ve curated a list of the best financial advisors in Pittsford, take a look at it below
Find an advisor in Pittsford| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $628,713,773 | 7 advisors | ||
| 2 | $476,158,966 | 10 advisors | ||
| 3 | $386,752,831 | 6 advisors | ||
| 4 | $319,141,729 | 4 advisors | ||
| 5 | $203,064,573 | 6 advisors | ||
| 6 | $150,998,243 | 4 advisors | ||
| 7 | $126,547,924 | 4 advisors | ||
| 8 | $108,522,274 | 5 advisors | ||
| 9 | $64,391,749 | 4 advisors | ||
| 10 | $55,208,444 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Pittsford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pittsford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Armbruster Capital Management, Inc.
Assets under management
$628,713,773
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. High Probability Advisors, LLC
Assets under management
$476,158,966
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Kickstand Wealth Advisors
Assets under management
$386,752,831
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Candace Shira Associates, LLC
Assets under management
$319,141,729
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Post Resch Tallon Group
Assets under management
$203,064,573
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
6. Professional Financial
Assets under management
$150,998,243
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
7. Fischer Investment Group, Inc.
Assets under management
$126,547,924
Fee structure
A percentage of assets under your management
Subscription fees
NEGOTIATED FLAT ADVISORY FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Provision Of Trading Signals
8. Generation Capital Management LLC
Assets under management
$108,522,274
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
9. Parks Capital
Assets under management
$64,391,749
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. The Maier Group, LLC
Assets under management
$55,208,444
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Divorce Planning And Valuations
Your first meeting is free.