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Find Retirement Advisors for Retirement Planning in Pittsford, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Pittsford, New York
Last Updated - April 17, 2024Pittsford has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Pittsford, New York have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Pittsford, New York
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDGreg Schuler
CFP®, AIF®
OakWood Financial Services
Qualifications
CRD# 4375926
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$300,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDSnowden Lane Partners
CFP®, CRPC®, CPFA
Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in Pittsford, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ALESCO ADVISORS LLC 120 Office Park Way, Pittsford, NY, 14534 | $4,187,470,806 | 1554 | 27 | A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING SERVICES) |
| 2 | KARPUS INVESTMENT MANAGEMENT 183 Sully'S Trail, Pittsford, NY, 14534 | $3,546,295,967 | 2165 | 39 | A Percentage of AUM |
| 3 | LVW ADVISORS, LLC 67b Monroe Avenue, Pittsford, NY, 14534 | $1,933,785,391 | 2316 | 19 | A Percentage of AUM, Fixed Fees |
| 4 | GENERATION CAPITAL MANAGEMENT LLC 1163 Pittsford-Victor Road, #100 Pittsford, NY, 14534 | $840,494,077 | 293 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | ARMBRUSTER CAPITAL MANAGEMENT, INC. 1250 Pittsford Victor Road, Building 100, Suite 180 Pittsford, NY, 14534 | $670,479,068 | 404 | 7 | A Percentage of AUM |
| 6 | ASHFORD ADVISORS, LLC 30 B Grove Street, Pittsford, NY, 14534 | $640,667,143 | 222 | 8 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST) |
| 7 | HIGH PROBABILITY ADVISORS, LLC 167 Sully'S Trail, Suite 300 Pittsford, NY, 14534 | $542,074,725 | 530 | 10 | A Percentage of AUM |
| 8 | KICKSTAND WEALTH ADVISORS 1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 Pittsford, NY, 14534 | $391,966,817 | 1660 | 6 | A Percentage of AUM |
| 9 | FISCHER INVESTMENT GROUP, INC. 1175 Pittsford-Victor Rd, Suite 240 Pittsford, NY, 14534 | $364,232,924 | 195 | 4 | A Percentage of AUM, Subscription Fees, Other (NEGOTIATED FLAT ADVISORY FEE) |
| 10 | CANDACE SHIRA ASSOCIATES, LLC 115 Sully'S Trail, Suite 8 Pittsford, NY, 14534 | $324,933,919 | 964 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | TWO POINT CAPITAL MANAGEMENT, INC. 4 S. Mainstreet, Pittsford, NY, 14534 | $223,465,288 | 190 | 5 | A Percentage of AUM |
| 12 | POST RESCH TALLON GROUP 1163 Pittsford-Victor Road, Suite 240 Pittsford, NY, 14534 | $216,323,662 | 694 | 6 | A Percentage of AUM |
| 13 | PROFESSIONAL FINANCIAL 1159 Pittsford-Victor Rd, Suite 120 Pittsford, NY, 14534-3827 | $178,923,780 | 457 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | LYNNLEIGH & COMPANY, LLC 1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534 | $102,803,984 | 232 | 5 | A Percentage of AUM, Hourly charges |
| 15 | LYON CAPITAL MANAGEMENT, LLC 24b Grove Street, Pittsford, NY, 14534 | $76,147,702 | 138 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Pittsford, New York
QualificationsFirm CRD# 108590
Assets Under Management $4,187,470,806
No. Of Clients1554
Clients Per Financial Advisor58
ALESCO ADVISORS LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1554 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (FINANCIAL PLANNING SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110275
Assets Under Management $3,546,295,967
No. Of Clients2165
Clients Per Financial Advisor56
KARPUS INVESTMENT MANAGEMENT is a financial advisory firm situated in Pittsford, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2165 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 159403
Assets Under Management $1,933,785,391
No. Of Clients2316
Clients Per Financial Advisor122
LVW ADVISORS, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2316 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 128523
Assets Under Management $840,494,077
No. Of Clients293
Clients Per Financial Advisor59
GENERATION CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $840M assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 151590
Assets Under Management $670,479,068
No. Of Clients404
Clients Per Financial Advisor58
ARMBRUSTER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $670M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 114238
Assets Under Management $640,667,143
No. Of Clients222
Clients Per Financial Advisor28
ASHFORD ADVISORS, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (CARRIED INTEREST)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 289541
Assets Under Management $542,074,725
No. Of Clients530
Clients Per Financial Advisor53
HIGH PROBABILITY ADVISORS, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $542M assets under management, the firm specializes in crafting personalized retirement planning solutions for 530 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 327022
Assets Under Management $391,966,817
No. Of Clients1660
Clients Per Financial Advisor277
KICKSTAND WEALTH ADVISORS is a financial advisory firm situated in Pittsford, New York. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1660 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110966
Assets Under Management $364,232,924
No. Of Clients195
Clients Per Financial Advisor49
FISCHER INVESTMENT GROUP, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 195 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Other (NEGOTIATED FLAT ADVISORY FEE)
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 165984
Assets Under Management $324,933,919
No. Of Clients964
Clients Per Financial Advisor241
CANDACE SHIRA ASSOCIATES, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $325M assets under management, the firm specializes in crafting personalized retirement planning solutions for 964 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 131816
Assets Under Management $223,465,288
No. Of Clients190
Clients Per Financial Advisor38
TWO POINT CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 156302
Assets Under Management $216,323,662
No. Of Clients694
Clients Per Financial Advisor116
POST RESCH TALLON GROUP is a financial advisory firm situated in Pittsford, New York. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 694 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125580
Assets Under Management $178,923,780
No. Of Clients457
Clients Per Financial Advisor114
PROFESSIONAL FINANCIAL is a financial advisory firm situated in Pittsford, New York. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 457 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 285044
Assets Under Management $102,803,984
No. Of Clients232
Clients Per Financial Advisor46
LYNNLEIGH & COMPANY, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111311
Assets Under Management $76,147,702
No. Of Clients138
Clients Per Financial Advisor46
LYON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $76M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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