COOPER/HAIMS ADVISORS, LLC
Victor, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-248-6400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, VICTOR
7 advisers found
ELEVATUS WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$513.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
585-565-4450
THE PITTI GROUP WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 337-4000
PROSPERITY ADVISORY GROUP LLC
Victor, NY
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 381-5900
FLFS ADVISORY LLC
Victor, NY
AUM
$161.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-586-2600
EVER GREEN WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
585-742-0271
PIANO WEALTH MANAGEMENT
Victor, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(585) 204-0001