Fiduciary advisors in Fairport, NY

7 registered advisers

New York's fiduciary advisory landscape extends beyond its largest cities. In Fairport, 7 fiduciary advisors hold SEC registration, with 7 operating as fee-only practices.

CLOVER LEAF FINANCIAL LLC

Fee-Only, No ConflictsClean Record
Fairport, New YorkCRD #335751
Typical Fee--
AUM$77M
Minimum--
Clients409

GEOVEST ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #105906
Typical Fee--
AUM$148M
Minimum--
Clients244

MANNING & NAPIER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #105992
Typical Fee--
AUM$18.4B
Minimum--
Clients4,279

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #289116
Typical Fee--
AUM$223M
Minimum--
Clients677

O ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #336682
Typical Fee--
AUM$74M
Minimum--
Clients3

SAGE TREE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #298951
Typical Fee--
AUM$32M
Minimum--
Clients227

SEAWAY ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairport, New YorkCRD #149745
Typical Fee--
AUM$51M
Minimum--
Clients96
Fiduciary Advisors in Fairport, New York | FiduciaryListings