Adviser Record

Investment advisers in Pittsford, NY

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Alesco Advisors, LLC, an Esl Company$5.61 billion260
Karpus Investment Management$4.01 billion380
Lvw Advisors, LLC$2.47 billion190
Generation Capital Management LLC$1.15 billion40
Armbruster Capital Management, Inc.$1.06 billion90
High Probability Advisors, LLC$1.05 billion160
Ashford Advisors, LLC$942.7 million80
Develop Capital Partners, LP.$940.0 million40
Kickstand Wealth Advisors$633.5 million70
Flower City Capital LLC$444.6 million90
Candace Shira Associates, LLC$443.5 million40
Fischer Investment Group, Inc.$421.5 million40
Post Resch Tallon Group$340.2 million50
Two Point Capital Management, Inc.$310.5 million63
Factorpoint Planning, LLC$287.9 million30
Professional Financial$225.8 million42
Lynnleigh & Company, LLC$161.5 million50
Rdg Capital Management LLC$131.8 million20
Lyon Capital Management, LLC$94.8 million30
Queenbridge Capital, LLC$79.1 million30
Gps Financial, LLC$77.3 million20
Occam Capital Management, LLC$67.4 million20
Serenity Capital Advisors Inc.$64.3 million40
Upstate Advisers Inc$34.1 million10
Blue Horizon Equity, Inc.$0450