Best Financial Advisors in VICTOR, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$216M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in VICTOR
#1
100
EVER GREEN WEALTH MANAGEMENT, LLC
VICTOR, NY · Since 2019
$80M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
THE PITTI GROUP WEALTH MANAGEMENT, LLC
VICTOR, NY · Since 2021
$374M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
PIANO WEALTH MANAGEMENT
VICTOR, NY · Since 2024
$51M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100
FLFS ADVISORY LLC
VICTOR, NY · Since 2025
$161M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
95
COOPER/HAIMS ADVISORS, LLC
VICTOR, NY · Since 2002
$1.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#6
95
PROSPERITY ADVISORY GROUP LLC
VICTOR, NY · Since 2020
$216M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
95
ELEVATUS WEALTH MANAGEMENT, LLC
VICTOR, NY · Since 2023
$513M AUM4 clientsFee: 0%
FiduciaryFee-Only
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 VICTOR?
The median advisory fee in VICTOR, NY is 0.95% of assets under management per year, based on Form ADV filings from 7 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.