New York · 8 advisers
Financial Advisors in Fairport, New York
Looking for a financial advisor in Fairport, New York? Falists indexes 8 SEC-registered and state-registered investment advisers in Fairport — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $17.03B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
7
Largest AUM
$17.03B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fairport
Ranked by AUM · Fees, team & specialties at a glance
MANNING & NAPIER ADVISORS, LLC
Fairport, NY
AUM
$17.03B
Team
159 advisors
Clients
More than 500
Fees
Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
585-325-6880
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Fairport, NY
AUM
$222.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-203-1956
GEOVEST ADVISORS INC
Fairport, NY
AUM
$147.9M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-248-5050
O ASSET MANAGEMENT LLC
Fairport, NY
AUM
$76.2M
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585 313 5978
CLOVER LEAF FINANCIAL LLC
Fairport, NY
AUM
$75.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-899-3940
SEAWAY ADVISORS
Fairport, NY
AUM
$50.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
585-425-9510
SAGE TREE WEALTH
Fairport, NY
AUM
$32.6M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5855002579
ROTHROCK FINANCIAL GROUP
Fairport, NY
AUM
$10.0M
Team
1 employees
Clients
0
Fees
Percentage of AUM
(585) 739-1262
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Common questions
- How many financial advisors are in Fairport, New York?
- 8 registered investment advisers are listed in our Fairport directory, sourced from public SEC filings.
- What types of advisors are in Fairport?
- 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 Fairport?
- 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.