Fiduciary advisors in Pittsford, NY

21 registered advisers

Pittsford is a Rochester suburb and the wealthiest community in the Finger Lakes region, serving legacy Kodak and Xerox executives. Roughly 100% of registered fiduciary firms here are fee-only, totaling 21 practices.

ARMBRUSTER CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #151590
Typical Fee--
AUM$901M
Minimum--
Clients485

ASHFORD ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #114238
Typical Fee--
AUM$829M
Minimum--
Clients214

CANDACE SHIRA ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #165984
Typical Fee--
AUM$410M
Minimum--
Clients929

DEVELOP CAPITAL PARTNERS, LP.

Fee-Only, No ConflictsClean Record
Pittsford, New YorkCRD #338965
Typical Fee--
AUM$940M
Minimum--
Clients1

ESL NEWCO I, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #339091
Typical Fee--
AUM$4.8B
Minimum--
Clients1,662

FISCHER INVESTMENT GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #110966
Typical Fee--
AUM$421M
Minimum--
Clients199

FLOWER CITY CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #281503
Typical Fee--
AUM$334M
Minimum--
Clients827

GENERATION CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #128523
Typical Fee--
AUM$1.0B
Minimum--
Clients406

GPS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #290227
Typical Fee--
AUM$58M
Minimum--
Clients556

HIGH PROBABILITY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #289541
Typical Fee--
AUM$813M
Minimum--
Clients695

KARPUS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #110275
Typical Fee--
AUM$4.0B
Minimum--
Clients2,279

KICKSTAND WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #327022
Typical Fee--
AUM$633M
Minimum--
Clients1,976

LVW ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #159403
Typical Fee--
AUM$2.3B
Minimum--
Clients2,583

LYNNLEIGH & COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #285044
Typical Fee--
AUM$135M
Minimum--
Clients290

LYON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #111311
Typical Fee--
AUM$95M
Minimum--
Clients162

OCCAM CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #108201
Typical Fee--
AUM$66M
Minimum--
Clients230

POST RESCH TALLON GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #156302
Typical Fee--
AUM$293M
Minimum--
Clients852

PROFESSIONAL FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Pittsford, New YorkCRD #125580
Typical Fee--
AUM$206M
Minimum--
Clients483

QUEENBRIDGE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Pittsford, New YorkCRD #324027
Typical Fee--
AUM$79M
Minimum--
Clients137

SERENITY CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsford, New YorkCRD #332396
Typical Fee--
AUM$63M
Minimum--
Clients129

TWO POINT CAPITAL MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Pittsford, New YorkCRD #131816
Typical Fee--
AUM$304M
Minimum--
Clients195
Fiduciary Advisors in Pittsford, New York | FiduciaryListings