Find Top Financial Advisors in Pittsford, New York

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Pittsford, New York
Last Updated - 22-Mar-2023

Pittsford has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Pittsford, New York have an average of 12 years of experience.

NOTE: The list of financial advisors in Pittsford, New York mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Pittsford, New York.

Qualified Financial Advisors in Pittsford, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Richard Dougherty
1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534
12 137,000,000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Pittsford

Qualifications CRD# 5271824
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets

Office Location 1159 Pittsford Victor Rd,
Ste 220,
Phone Number 585-381-1861

Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When he's not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.

About Echelon Wealth Advisors, LLC

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Top Financial Advisor Firms in Pittsford, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
120 Office Park Way,
Pittsford, NY 14534
$4,403,996,823 1397 A percentage of AUM
Fixed fees
67b Monroe Avenue,
Pittsford, NY 14534
$2,201,067,267 2183 A percentage of AUM
Fixed fees
1163 Pittsford-Victor Road , #100,
Pittsford, NY 14534
$852,412,894 279 A percentage of AUM
Hourly charges
Fixed fees
30 B Grove Street,
Pittsford, NY 14534
$760,396,984 226 A percentage of AUM
Fixed fees
Performance Based
1250 Pittsford Victor Road , Building 100, Suite 180,
Pittsford, NY 14534
$726,835,400 384 A percentage of AUM
167 Sully'S Trail , Suite 300,
Pittsford, NY 14534
$458,828,339 424 A percentage of AUM
4 S. Mainstreet,
Pittsford, NY 14534
$256,396,647 92 A percentage of AUM
1159 Pittsford-Victor Rd , Suite 120,
Pittsford, NY 14534-3827
$203,581,462 446 A percentage of AUM
Hourly charges
Fixed fees
1163 Pittsford-Victor Road , Suite 240,
Pittsford, NY 14534
$200,000,000 255 A percentage of AUM
1160 Pittsford Victor Road, Suite A,
Pittsford, NY 14534
$112,144,171 682 A percentage of AUM
Hourly charges
24b Grove Street,
Pittsford, NY 14534
$77,796,451 134 A percentage of AUM
1303 Marsh Road, Ste 4,
Pittsford, NY 14534-1742
$66,730,100 222 A percentage of AUM
Hourly charges
1175 Pittsford Victor Rd , Suite 220,
Pittsford, NY 14534
$55,208,444 69 A percentage of AUM
Hourly charges
Fixed fees
125 Sullys Trail , Suite 1,
Pittsford, NY 14534
$46,391,279 419 A percentage of AUM
Hourly charges
Fixed fees
1175 Pittsford Victor Rd , Suite 220,
Pittsford, NY 14534
$26,519,178 65 A percentage of AUM

    List of Additional Advisors in Pittsford, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony M Gallea
    Inquire with Anthony
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 561-557-6040
    Professional Financial Strategies
    Inquire with Professional
    1159 Pittsford Victor Rd Ste 120, Bushnells Basin, Pittsford, NY  14534 585-218-9080
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-383-9270
    Tompkins Financial Advisors
    Inquire with Tompkins
    179 Sullys Trail, Pittsford, NY  14534 585-248-0050
    Cudlipp Financial Services, Inc.
    Inquire with Cudlipp
    125 Sully's Trail, Suite 2, Pittsford, NY  14534 585-383-6555
    Robert Mike
    Inquire with Robert
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-264-5817
    The Sartini Group
    Inquire with Sartini
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-987-6184
    John Sartini
    Inquire with John
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-987-6053
    Martin Moll
    Inquire with Martin
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-987-6074
    Paul M Hanrahan
    Inquire with Paul
    1250 Pittsford Victor Rd, Ste 350, Bldg 200, Pittsford, NY  14534 585-264-5843
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?