Investment advisers in Victor, NY
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cooper/haims Advisors, LLC | $1.18 billion | 19 | 0 |
| Elevatus Wealth Management, LLC | $513.4 million | 9 | 0 |
| The Pitti Group Wealth Management, LLC | $374.3 million | 6 | 0 |
| Prosperity Advisory Group LLC | $216.0 million | 5 | 2 |
| Flfs Advisory LLC | $161.5 million | 5 | 0 |
| Ever Green Wealth Management, LLC | $80.3 million | 1 | 0 |
| Piano Wealth Management | $50.6 million | 1 | 0 |