New York · 2 advisers
Financial Advisors in Webster, New York
Looking for a financial advisor in Webster, New York? Falists indexes 2 SEC-registered and state-registered investment advisers in Webster — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $294.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$294.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Webster
Ranked by AUM · Fees, team & specialties at a glance
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Webster, NY
AUM
$294.5M
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 231-1595
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Webster, NY
AUM
$174.6M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
719-477-9883
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Common questions
- How many financial advisors are in Webster, New York?
- 2 registered investment advisers are listed in our Webster directory, sourced from public SEC filings.
- What types of advisors are in Webster?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Webster?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.