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Find Top Financial Advisors in Pittsford, New York

Pittsford, New York has a population of over 1,500 residents. Despite its small size, the city offers residents a cost of living 19% higher than the national average. Therefore, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help you optimize your wealth. WiserAdvisor's directory of vetted financial advisors in and near Pittsford, New York can assist you in your search. Financial advisors and advisory firms listed in our directory specialize in retirement planning, investment planning, estate planning, wealth management, financial planning, and more. You may also choose to use the free financial advisor match tool to compare up to 3 financial advisors matched to your specific needs.

Finding the Top Financial Advisor in Pittsford, New York

Last Updated - April 07, 2024

Pittsford has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Pittsford, New York have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Pittsford, New York mentioned below does 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 Years $137,000,000 $250,000 Fee-Based
Allworth Financial
20 Wildbriar Road Suite E,
Rochester, NY 14623
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Greg Schuler
CFP®, AIF®
OAKWOOD FINANCIAL SERVICES
190 Linden Oaks, Suite A,
Rochester, NY 14625
22 Years Not Specified $300,000 Fee-Based
Snowden Lane Partners
CFP®, CRPC®, CPFA
6400 Sheridan Drive,
Ste. 220,
Williamsville, NY 14221
40 Years $11,500,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Pittsford, New York

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.

About Echelon Wealth Advisors, LLC

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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 20 Wildbriar Road Suite E,
Rochester,
NY
14623
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4375926
Firm CRD# 8032
Series 7, 65, 66

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


Office Location 190 Linden Oaks, Suite A,
Rochester,
NY
14625
Phone Number 585-787-6870

Your financial plan should be tailored to your family's goals, and that's why I take great care and satisfaction in weaving together a plan that is perfectly suited to your situation. As a fiduciary advisor, I focus on creating comprehensive blueprints that address both short- and long-term goals. I believe that to achieve wealth accumulation and sustainable retirement strategies, it's important to understand and work through the complexities of risk, income distribution, and tax planning, while building a flexible plan that can adapt as your needs change. With over 20 years of experience in the financial industry, I discovered early on that assisting people with their personal finances was not only an affinity of mine, but also a rewarding endeavor. Joining OakWood has allowed me to deliver the personalized planning and service that clients deserve, which can be difficult to find with larger firms. I look forward to getting to know you, understanding your goals, and providing guidance to keep you informed and empowered about your financial decisions.

About OakWood Financial Services

OakWood Financial Services

What separates OakWood Financial Services from others is the personal connections we share with our clients. Mutual trust is built by listening to what you hope to accomplish and then providing you with the knowledge and guidance needed to feel secure in making the financial decisions to get there. OakWood was founded in 1999 as an independent firm with the overriding principle to prioritize our clients' best interests. Whether you are retired, preparing for retirement, or navigating a significant life change, our advisors offer tailored assistance to address your planning and implementation needs.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services


Qualifications CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66

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


Office Location 6400 Sheridan Drive,
Ste. 220,
Williamsville,
NY
14221
Phone Number 716-221-3321

Our investment philosophy and approach consists of a disciplined process and planning. Our most deeply held principle is loyalty to our clients. Our group is built on a strong commitment to client service and personalized attention based on an understanding of each client's financial goals. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Our commitment to exceptional service and personalized advice guides everything that we do.

About Snowden Lane Partners

Snowden Lane Partners

Snowden Lane Partners is an independent, selective wealth management firm, dedicated to providing client focused advice in a goals-driven culture. As independent wealth advisors, we are free to act in the best interest of our clients. Snowden Lane was founded to create a place of higher ideals; a place where the client's interests Comes First. The leadership team has over 125 years of experience from the worlds largest wealth management firms and founded Snowden Lane Partners. Our Chairman, Lyle LaMothe, was Head of Merrill Lynch's US Wealth Management. Rob Mooney, Managing Partner, and CEO was Head of Risk Management and General Counsel for Merrill Lynch Global Wealth Management. Greg Franks, Managing Partner, and President was a former Division Director for Merrill Lynch's US Wealth Management. With 14 offices Nationwide - California, New York, Connecticut, Maryland, Texas, Florida, Pennsylvania, New Hampshire and Colorado. Snowden Lane has a growing national and overseas footprint with over $ 11 billion in client assets. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm was also included in the Barron's Top 100 RIA Firms ranking, from 2020 -2023 .

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALESCO ADVISORS LLC
120 Office Park Way, Pittsford, NY 14534
27 1554 $4,187,470,806
A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING SERVICES)
KARPUS INVESTMENT MANAGEMENT
183 Sully'S Trail, Pittsford, NY 14534
39 2165 $3,546,295,967
A Percentage of AUM
LVW ADVISORS, LLC
67b Monroe Avenue, Pittsford, NY 14534
19 2316 $1,933,785,391
A Percentage of AUM, Fixed Fees
GENERATION CAPITAL MANAGEMENT LLC
1163 Pittsford-Victor Road, #100, Pittsford, NY 14534
5 293 $840,494,077
A Percentage of AUM, Hourly charges, Fixed Fees
ARMBRUSTER CAPITAL MANAGEMENT, INC.
1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY 14534
7 404 $670,479,068
A Percentage of AUM
ASHFORD ADVISORS, LLC
30 B Grove Street, Pittsford, NY 14534
8 222 $640,667,143
A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST)
HIGH PROBABILITY ADVISORS, LLC
167 Sully'S Trail, Suite 300, Pittsford, NY 14534
10 530 $542,074,725
A Percentage of AUM
KICKSTAND WEALTH ADVISORS
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534
6 1660 $391,966,817
A Percentage of AUM
FISCHER INVESTMENT GROUP, INC.
1175 Pittsford-Victor Rd, Suite 240, Pittsford, NY 14534
4 195 $364,232,924
A Percentage of AUM, Subscription Fees, Other (NEGOTIATED FLAT ADVISORY FEE)
CANDACE SHIRA ASSOCIATES, LLC
115 Sully'S Trail, Suite 8, Pittsford, NY 14534
4 964 $324,933,919
A Percentage of AUM, Hourly charges, Fixed Fees
TWO POINT CAPITAL MANAGEMENT, INC.
4 S. Mainstreet, Pittsford, NY 14534
5 190 $223,465,288
A Percentage of AUM
POST RESCH TALLON GROUP
1163 Pittsford-Victor Road, Suite 240, Pittsford, NY 14534
6 694 $216,323,662
A Percentage of AUM
PROFESSIONAL FINANCIAL
1159 Pittsford-Victor Rd, Suite 120, Pittsford, NY 14534-3827
4 457 $178,923,780
A Percentage of AUM, Hourly charges, Fixed Fees
LYNNLEIGH & COMPANY, LLC
1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534
5 232 $102,803,984
A Percentage of AUM, Hourly charges
LYON CAPITAL MANAGEMENT, LLC
24b Grove Street, Pittsford, NY 14534
3 138 $76,147,702
A Percentage of AUM

    Frequently Asked Questions

    You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.

    The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.

    The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

    Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.

    The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

    Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

    How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.

    When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.

    New York has a variety of different types of financial advisors to meet diverse needs including:

    Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.

    Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.

    Financial planners: Address financial areas like budgeting, saving, and goal planning.

    Retirement planners: Focus on helping individuals plan for their retirement years.

    Robo-advisors: Leverage technology to provide automated investment solutions.

    To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.