Falists

New York · 31 advisers

Financial Advisors in Pittsford, New York

Looking for a financial advisor in Pittsford, New York? Falists indexes 31 SEC-registered and state-registered investment advisers in Pittsford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 27 firms list a website you can visit directly. Firms in this directory manage up to $5.61B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

31

With website

27

Largest AUM

$5.61B

Financial planning

23

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth28Planning23Trusts23Retirement14Institutional13

Top advisors in Pittsford

Ranked by AUM · Fees, team & specialties at a glance

View all 31 →
View all 31 advisors in Pittsford

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Pittsford, New York?
31 registered investment advisers are listed in our Pittsford directory, sourced from public SEC filings.
What types of advisors are in Pittsford?
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 Pittsford?
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.