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Best financial advisors in Pittsford, NY

Registered advisers within 25 miles of Pittsford, NY.

Offices
480
Firms
184
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,253 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

OCCAM CAPITAL MANAGEMENT, LLC
J.R.PLUTA CAPITAL MANAGEMENT, INC.
UPSTATE ADVISERS INC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PRIMETIME WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
TWO POINT CAPITAL MANAGEMENT, INC.
DEVELOP CAPITAL PARTNERS, LP.
ALESCO ADVISORS, LLC, AN ESL COMPANY
FACTORPOINT PLANNING, LLC
RDG CAPITAL MANAGEMENT LLC
FISCHER INVESTMENT GROUP, INC.
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
J. W. COLE ADVISORS, INC.

Investors

PRISCILLA ANNE BAKER JONES
JAMES RICHARD PLUTA
AMY ANN RYAN
JOHN LAWRENCE KRAMER
SANDY PETER ROMEO
VLADIMIR NICOLAY BOULATNIKOV
RICHARD CHARLES OASTER
CHRISTOPHER F GINTHER
EMILY ROSE SMITH
Ryan John Kozarits
Nicholas John Cantando
KIMBERLY ANNE ANDERSON
Arshia Zarei
Brian Patrick Drumm
AARON CHARLES BROWN
RUSSELL CORONA
Andrew R Miller
Jennifer Michelle Kenney-Zimmerli
JOHN BRYAN MCGOWAN
FREDERICK JAMES MINGES
JODY JOHN ROSSITER
CHRISTOPHER READE MIRRIONE
Andrew Kennedy Kay
Justin A. Sansone
Timothy John Tindall
KEVIN RUSTER
Megan Konieczny
JAMES GEORGE GOULD
TODD DAVID GREEN
STEPHEN THOMAS MITCHELL
Eric William Morris
Douglas N Emblidge
Pablo Gentile
KURT JAMES KROKENBERGER
Kate Sally Kenney
WHITNEY Lorene Baniewicz
Gregory John Halstead
JOSHUA THOMAS DEJOHN
KATHLEEN MARIE ROTH
Brendan T. Jeffery
Dylan Thomas Shaw
Kevin Fahy
Edward Michael Laders

Within 25 miles of Pittsford, NY, Best Investors lists 184 registered investment advisory firms with 480 offices nearby, managing about $15.2T in combined regulatory AUM across 3,106,253 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Pittsford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM