ALESCO ADVISORS, LLC, AN ESL COMPANY
Pittsford, NY
AUM
$5.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
585-586-0970
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, PITTSFORD
23 advisers found
KARPUS INVESTMENT MANAGEMENT
Pittsford, NY
AUM
$4.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
585-586-4680
LVW ADVISORS, LLC
Pittsford, NY
AUM
$2.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
585-267-4900
GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
585-232-8560
ARMBRUSTER CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
585-381-4180
HIGH PROBABILITY ADVISORS, LLC
Pittsford, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
585-485-0135
KICKSTAND WEALTH ADVISORS
Pittsford, NY
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
585-382-8600
FLOWER CITY CAPITAL LLC
Pittsford, NY
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-236-8501
CANDACE SHIRA ASSOCIATES, LLC
Pittsford, NY
AUM
$443.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-249-1550
POST RESCH TALLON GROUP
Pittsford, NY
AUM
$340.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
585-249-1030
TWO POINT CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$310.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
585-586-1731
PROFESSIONAL FINANCIAL
Pittsford, NY
AUM
$225.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-218-9080
LYNNLEIGH & COMPANY, LLC
Pittsford, NY
AUM
$161.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(585) 623-5970
RDG CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
585-673-2690
LYON CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
585-248-9821
QUEENBRIDGE CAPITAL, LLC
Pittsford, NY
AUM
$79.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
585-348-9585
GPS FINANCIAL, LLC
Pittsford, NY
AUM
$77.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-598-9111
OCCAM CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
585-218-0310
SERENITY CAPITAL ADVISORS INC.
Pittsford, NY
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
1-877-975-3383
PRIMETIME WEALTH MANAGEMENT LLC
Pittsford, NY
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-238-4767
NEXUS CAPITAL, LLC
Pittsford, NY
AUM
$13.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
585-348-9090
ASHFORD ADVISORS, LLC
Pittsford, NY
AUM
$942.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
585-697-0362
Full profileNo website
J.R.PLUTA CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$16.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
585-217-7413
Full profileNo website