Investment advisers in Fairport, NY
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Manning & Napier Advisors, LLC | $17.03 billion | 195 | 0 |
| Milestones Private Investment Advisors LLC | $222.6 million | 3 | 0 |
| Geovest Advisors Inc | $147.9 million | 6 | 0 |
| O Asset Management LLC | $76.2 million | 11 | 0 |
| Clover Leaf Financial LLC | $75.0 million | 4 | 0 |
| Seaway Advisors | $50.8 million | 2 | 0 |
| Sage Tree Wealth | $32.6 million | 2 | 0 |
| Sindarin Capital LLC | $0 | 1 | 0 |