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Susan, a Retired Executive from New York
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.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
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
CFP®, AIF® ECHELON WEALTH ADVISORS, LLC 1159 Pittsford Victor Rd, Ste 220, Pittsford, NY 14534 |
12 | 137,000,000 | $250,000 | Fee-Based |
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,
Pittsford,
NY
14534
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.
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 |
| ALESCO ADVISORS LLC
120 Office Park Way, Pittsford, NY 14534 |
$4,403,996,823 | 1397 |
A percentage of AUM Fixed fees |
| LVW ADVISORS, LLC
67b Monroe Avenue, Pittsford, NY 14534 |
$2,201,067,267 | 2183 |
A percentage of AUM Fixed fees |
| GENERATION CAPITAL MANAGEMENT LLC
1163 Pittsford-Victor Road , #100, Pittsford, NY 14534 |
$852,412,894 | 279 |
A percentage of AUM Hourly charges Fixed fees |
| ASHFORD ADVISORS, LLC
30 B Grove Street, Pittsford, NY 14534 |
$760,396,984 | 226 |
A percentage of AUM Fixed fees Performance Based Other (CARRIED INTEREST) |
| ARMBRUSTER CAPITAL MANAGEMENT, INC.
1250 Pittsford Victor Road , Building 100, Suite 180, Pittsford, NY 14534 |
$726,835,400 | 384 |
A percentage of AUM |
| HIGH PROBABILITY ADVISORS, LLC
167 Sully'S Trail , Suite 300, Pittsford, NY 14534 |
$458,828,339 | 424 |
A percentage of AUM |
| TWO POINT CAPITAL MANAGEMENT, INC.
4 S. Mainstreet, Pittsford, NY 14534 |
$256,396,647 | 92 |
A percentage of AUM |
| PROFESSIONAL FINANCIAL
1159 Pittsford-Victor Rd , Suite 120, Pittsford, NY 14534-3827 |
$203,581,462 | 446 |
A percentage of AUM Hourly charges Fixed fees |
| POST RESCH TALLON GROUP
1163 Pittsford-Victor Road , Suite 240, Pittsford, NY 14534 |
$200,000,000 | 255 |
A percentage of AUM |
| LYNNLEIGH & COMPANY, LLC
1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534 |
$112,144,171 | 682 |
A percentage of AUM Hourly charges |
| LYON CAPITAL MANAGEMENT, LLC
24b Grove Street, Pittsford, NY 14534 |
$77,796,451 | 134 |
A percentage of AUM |
| OCCAM CAPITAL MANAGEMENT, LLC
1303 Marsh Road, Ste 4, Pittsford, NY 14534-1742 |
$66,730,100 | 222 |
A percentage of AUM Hourly charges |
| THE MAIER GROUP, LLC
1175 Pittsford Victor Rd , Suite 220, Pittsford, NY 14534 |
$55,208,444 | 69 |
A percentage of AUM Hourly charges Fixed fees |
| GPS FINANCIAL, LLC
125 Sullys Trail , Suite 1, Pittsford, NY 14534 |
$46,391,279 | 419 |
A percentage of AUM Hourly charges Fixed fees |
| NEXUS CAPITAL, LLC
1175 Pittsford Victor Rd , Suite 220, Pittsford, NY 14534 |
$26,519,178 | 65 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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