Best Financial Advisors in PITTSFORD, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PITTSFORD
OCCAM CAPITAL MANAGEMENT, LLC
PITTSFORD, NY · Since 2001
KARPUS INVESTMENT MANAGEMENT
PITTSFORD, NY · Since 1987
FISCHER INVESTMENT GROUP, INC.
PITTSFORD, NY · Since 1987
PROFESSIONAL FINANCIAL
PITTSFORD, NY · Since 2016
GENERATION CAPITAL MANAGEMENT LLC
PITTSFORD, NY · Since 2009
ARMBRUSTER CAPITAL MANAGEMENT, INC.
PITTSFORD, NY · Since 2010
POST RESCH TALLON GROUP
PITTSFORD, NY · Since 2012
LYNNLEIGH & COMPANY, LLC
PITTSFORD, NY · Since 2018
QUEENBRIDGE CAPITAL, LLC
PITTSFORD, NY · Since 2022
RDG CAPITAL MANAGEMENT LLC
PITTSFORD, NY · Since 2024
UPSTATE ADVISERS INC
PITTSFORD, NY · Since 2026
DEVELOP CAPITAL PARTNERS, LP.
PITTSFORD, NY · Since 2026
BLUE HORIZON EQUITY, INC.
PITTSFORD, NY · Since 2026
LYON CAPITAL MANAGEMENT, LLC
PITTSFORD, NY · Since 2012
ASHFORD ADVISORS, LLC
PITTSFORD, NY · Since 2001
LVW ADVISORS, LLC
PITTSFORD, NY · Since 2011
CANDACE SHIRA ASSOCIATES, LLC
PITTSFORD, NY · Since 2013
FLOWER CITY CAPITAL LLC
PITTSFORD, NY · Since 2018
HIGH PROBABILITY ADVISORS, LLC
PITTSFORD, NY · Since 2017
GPS FINANCIAL, LLC
PITTSFORD, NY · Since 2017
KICKSTAND WEALTH ADVISORS
PITTSFORD, NY · Since 2023
SERENITY CAPITAL ADVISORS INC.
PITTSFORD, NY · Since 2025
ALESCO ADVISORS, LLC, AN ESL COMPANY
PITTSFORD, NY · Since 2026
FACTORPOINT PLANNING, LLC
PITTSFORD, NY · Since 2026
TWO POINT CAPITAL MANAGEMENT, INC.
PITTSFORD, NY · Since 2013
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PITTSFORD?
The median advisory fee in PITTSFORD, NY is 0.95% of assets under management per year, based on Form ADV filings from 25 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.