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 - 24-Sep-2022

Pittsford has 3 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 18 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
David W. Treichler
The University Building,
120 E. Washington St. Ste 922,
Syracuse, NY 13202
25 $50,000,000.00 $50,000. Fee-Based
Lisa D. Miller
120 Madison Street,
Suite 1900,
Syracuse, NY 13202
18 Not Specified Not Specified 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

Qualifications CRD# 1244190
Firm CRD# 10299
Series 7, 22, 24, 63, 65

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

Office Location The University Building,
120 E. Washington St. Ste 922,
Phone Number 315-430-3283

CORONA VIRUS UPDATE MARCH 2020 : SAFE DISTANCE VIRTUAL MEETINGS BY PHONE OR WEBINAR AVAILABLE. Visit us online at Arabella Wealth. My ground rules : 1.) I will be open, honest, and candid with you 2.) I will get to know you as best I can, what your goals and objectives are for yourself, your family in order to make appropriate recommendations. Anything shared is kept confidential. 3.) Education as to the different ways we can do business, what the different products are, fees involved, so you feel comfortable and make good informed decisions. 4.) Ongoing maintenance and monitoring. Depending on the scope of the relationship at least once a year, quarterly contact if advisory based. 5.) Ultimately, I serve you and your family's best interests; and operate under a fiduciary based relationship. What I expect from you : 1.) That you be open and honest with me; that helps me help you. 2.) Give me the chance to work for you; if it is the same or less in terms of fees, gives you greater value working me, I ask for your business. 3.) Over time, if my performance merits, I ask you introduce me to other who are high on the scales of intelligence, and potential that I could be introduced to by you. Does this approach sound reasonable?

About Arabella Wealth Advisors

David W. Treichler, AIF, CFP, CLU provides high net worth investment management solutions to his individual and business clients. He brings knowledge, and experience in advisory, brokerage, and insurance management. David specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach. During his career at M and T, David was Vice President and Senior Portfolio Manager for the their bank's Investment Group in Syracuse, NY. He managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes positions with Smith Barney and Northwestern Mutual.

Advisory Services Provided:

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

Qualifications CRD# 0004612774
Firm CRD# 6627
Series 7, 24, 66

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

Office Location 120 Madison Street,
Suite 1900,
Phone Number 315-425-6343

CERTIFIED FINANCIAL PLANNER® professional Certified Divorce Financial Analyst Retirement Income Certified Professional®

About Equitable Advisors

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.

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
Hourly charges
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
Hourly charges
Fixed fees
Performance Based
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
Hourly charges
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
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
Commision Based
Lyon Capital Management, Llc
24b Grove Street,
Pittsford, NY 14534
$77,796,451 134 A percentage of AUM
Hourly charges
Occam Capital Management, Llc
1303 Marsh Road, Ste 4,
Pittsford, NY 14534-1742
$66,730,100 222 A percentage of AUM
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
Fixed fees
Nexus Capital, Llc
1175 Pittsford Victor Rd , Suite 220,
Pittsford, NY 14534
$26,519,178 65 A percentage of AUM
Hourly charges

    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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