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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 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 registration checks. 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 25, 2025Pittsford has 2 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 12 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | 120 Office Park Way, Pittsford, NY, 14534 | $4,430,226,612 | 1615 | 27 | A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING SERVICES) |
| 2 | 183 Sully'S Trail, Pittsford, NY, 14534 | $3,951,184,737 | 2208 | 38 | A percentage of AUM |
| 3 | 67b Monroe Avenue, Pittsford, NY, 14534 | $2,137,887,826 | 2516 | 19 | A percentage of AUM, Fixed fees |
| 4 | 1163 Pittsford-Victor Road, #100 Pittsford, NY, 14534 | $916,589,883 | 323 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 167 Sully'S Trail, Suite 300 Pittsford, NY, 14534 | $813,429,881 | 695 | 13 | A percentage of AUM |
| 6 | 1250 Pittsford Victor Road, Building 100, Suite 180 Pittsford, NY, 14534 | $742,489,233 | 397 | 8 | A percentage of AUM |
| 7 | 30 B Grove Street, Pittsford, NY, 14534 | $725,031,912 | 216 | 8 | A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST) |
| 8 | 1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 Pittsford, NY, 14534 | $453,897,773 | 1692 | 6 | A percentage of AUM |
| 9 | 1175 Pittsford-Victor Rd, Suite 240 Pittsford, NY, 14534 | $403,234,911 | 196 | 4 | A percentage of AUM, Subscription fees, Other (NEGOTIATED FLAT ADVISORY FEE) |
| 10 | 115 Sully'S Trail, Suite 8 Pittsford, NY, 14534 | $367,443,136 | 926 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1163 Pittsford-Victor Road, Suite 240 Pittsford, NY, 14534 | $293,093,524 | 852 | 6 | A percentage of AUM |
| 12 | 4 S Main Street, Pittsford, NY, 14534 | $273,257,806 | 199 | 5 | A percentage of AUM |
| 13 | 1 Fishers Rd, Suite 220 Pittsford, NY, 14534 | $270,792,372 | 691 | 7 | A percentage of AUM, Fixed fees |
| 14 | 1159 Pittsford-Victor Rd, Suite 120 Pittsford, NY, 14534-3827 | $191,543,584 | 439 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534 | $112,317,737 | 797 | 5 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Pittsford, New York
QualificationsFirm CRD# 108590
Assets Under Management $4,430,226,612
No. Of Clients1615
Clients Per Financial Advisor60
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 1615 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 110275
Assets Under Management $3,951,184,737
No. Of Clients2208
Clients Per Financial Advisor58
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 2208 clients. The team consists of 38 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 159403
Assets Under Management $2,137,887,826
No. Of Clients2516
Clients Per Financial Advisor132
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 2516 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)
QualificationsFirm CRD# 128523
Assets Under Management $916,589,883
No. Of Clients323
Clients Per Financial Advisor54
GENERATION CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $917M assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 289541
Assets Under Management $813,429,881
No. Of Clients695
Clients Per Financial Advisor53
HIGH PROBABILITY ADVISORS, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $813M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 13 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 151590
Assets Under Management $742,489,233
No. Of Clients397
Clients Per Financial Advisor50
ARMBRUSTER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 114238
Assets Under Management $725,031,912
No. Of Clients216
Clients Per Financial Advisor27
ASHFORD ADVISORS, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 327022
Assets Under Management $453,897,773
No. Of Clients1692
Clients Per Financial Advisor282
KICKSTAND WEALTH ADVISORS is a financial advisory firm situated in Pittsford, New York. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1692 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110966
Assets Under Management $403,234,911
No. Of Clients196
Clients Per Financial Advisor49
FISCHER INVESTMENT GROUP, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 196 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 and/or small businesses
- Other (PROVISION OF TRADING SIGNALS)
QualificationsFirm CRD# 165984
Assets Under Management $367,443,136
No. Of Clients926
Clients Per Financial Advisor232
CANDACE SHIRA ASSOCIATES, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $367M assets under management, the firm specializes in crafting personalized retirement planning solutions for 926 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 156302
Assets Under Management $293,093,524
No. Of Clients852
Clients Per Financial Advisor142
POST RESCH TALLON GROUP is a financial advisory firm situated in Pittsford, New York. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 852 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 131816
Assets Under Management $273,257,806
No. Of Clients199
Clients Per Financial Advisor40
TWO POINT CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Pittsford, New York. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 199 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281503
Assets Under Management $270,792,372
No. Of Clients691
Clients Per Financial Advisor99
FLOWER CITY CAPITAL LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 691 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 125580
Assets Under Management $191,543,584
No. Of Clients439
Clients Per Financial Advisor110
PROFESSIONAL FINANCIAL is a financial advisory firm situated in Pittsford, New York. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
QualificationsFirm CRD# 285044
Assets Under Management $112,317,737
No. Of Clients797
Clients Per Financial Advisor159
LYNNLEIGH & COMPANY, LLC is a financial advisory firm situated in Pittsford, New York. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 797 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 services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
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