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Financial advisory firms
in Pittsford, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

22 financial advisors25 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

25 advisory firmsCompare public facts. Verify experience directly.
22 financial advisors25 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALESCO ADVISORS, LLC, AN ESL COMPANYCRD 339091

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARMBRUSTER CAPITAL MANAGEMENT, INC.CRD 151590

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASHFORD ADVISORS, LLCCRD 114238

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BLUE HORIZON EQUITY, INC.CRD 341095

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANDACE SHIRA ASSOCIATES, LLCCRD 165984

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DEVELOP CAPITAL PARTNERS, LP.CRD 338965

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Other: PORTFOLIO MANAGEMENT FOR FOUNDATIONS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FACTORPOINT PLANNING, LLCCRD 341229

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FISCHER INVESTMENT GROUP, INC.CRD 110966

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FLOWER CITY CAPITAL LLCCRD 281503

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GENERATION CAPITAL MANAGEMENT LLCCRD 128523

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GPS FINANCIAL, LLCCRD 290227

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HIGH PROBABILITY ADVISORS, LLCCRD 289541

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KARPUS INVESTMENT MANAGEMENTCRD 110275

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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KICKSTAND WEALTH ADVISORSCRD 327022

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LVW ADVISORS, LLCCRD 159403

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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LYNNLEIGH & COMPANY, LLCCRD 285044

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LYON CAPITAL MANAGEMENT, LLCCRD 111311

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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OCCAM CAPITAL MANAGEMENT, LLCCRD 108201

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: CONSULTING SERVICES-HOURLY
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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POST RESCH TALLON GROUPCRD 156302

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PROFESSIONAL FINANCIALCRD 125580

Advisory firm

Filed advisory firm office: Pittsford, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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