Adviser Record
States
Disclosures
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About the data
Investment advisers in Pittsford, NY
25 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in NY
Firm
Assets
Employees
Disclosures
Alesco Advisors, LLC, an Esl Company
$5.61 billion
26
0
Karpus Investment Management
$4.01 billion
38
0
Lvw Advisors, LLC
$2.47 billion
19
0
Generation Capital Management LLC
$1.15 billion
4
0
Armbruster Capital Management, Inc.
$1.06 billion
9
0
High Probability Advisors, LLC
$1.05 billion
16
0
Ashford Advisors, LLC
$942.7 million
8
0
Develop Capital Partners, LP.
$940.0 million
4
0
Kickstand Wealth Advisors
$633.5 million
7
0
Flower City Capital LLC
$444.6 million
9
0
Candace Shira Associates, LLC
$443.5 million
4
0
Fischer Investment Group, Inc.
$421.5 million
4
0
Post Resch Tallon Group
$340.2 million
5
0
Two Point Capital Management, Inc.
$310.5 million
6
3
Factorpoint Planning, LLC
$287.9 million
3
0
Professional Financial
$225.8 million
4
2
Lynnleigh & Company, LLC
$161.5 million
5
0
Rdg Capital Management LLC
$131.8 million
2
0
Lyon Capital Management, LLC
$94.8 million
3
0
Queenbridge Capital, LLC
$79.1 million
3
0
Gps Financial, LLC
$77.3 million
2
0
Occam Capital Management, LLC
$67.4 million
2
0
Serenity Capital Advisors Inc.
$64.3 million
4
0
Upstate Advisers Inc
$34.1 million
1
0
Blue Horizon Equity, Inc.
$0
45
0