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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 14, 2024

Pittsford 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

advisor-photo
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Richard 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Greg 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

advisor-photo
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Snowden 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

Top 15 Retirement Planning firms in Pittsford, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ALESCO ADVISORS LLC
120 Office Park Way,
Pittsford, NY, 14534
$4,187,470,806155427
A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING SERVICES)
2
KARPUS INVESTMENT MANAGEMENT
183 Sully'S Trail,
Pittsford, NY, 14534
$3,546,295,967216539
A Percentage of AUM
3
LVW ADVISORS, LLC
67b Monroe Avenue,
Pittsford, NY, 14534
$1,933,785,391231619
A Percentage of AUM, Fixed Fees
4
GENERATION CAPITAL MANAGEMENT LLC
1163 Pittsford-Victor Road, #100
Pittsford, NY, 14534
$840,494,0772935
A Percentage of AUM, Hourly charges, Fixed Fees
5
ARMBRUSTER CAPITAL MANAGEMENT, INC.
1250 Pittsford Victor Road, Building 100, Suite 180
Pittsford, NY, 14534
$670,479,0684047
A Percentage of AUM
6
ASHFORD ADVISORS, LLC
30 B Grove Street,
Pittsford, NY, 14534
$640,667,1432228
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
$542,074,72553010
A Percentage of AUM
8
KICKSTAND WEALTH ADVISORS
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290
Pittsford, NY, 14534
$391,966,81716606
A Percentage of AUM
9
FISCHER INVESTMENT GROUP, INC.
1175 Pittsford-Victor Rd, Suite 240
Pittsford, NY, 14534
$364,232,9241954
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
$324,933,9199644
A Percentage of AUM, Hourly charges, Fixed Fees
11
TWO POINT CAPITAL MANAGEMENT, INC.
4 S. Mainstreet,
Pittsford, NY, 14534
$223,465,2881905
A Percentage of AUM
12
POST RESCH TALLON GROUP
1163 Pittsford-Victor Road, Suite 240
Pittsford, NY, 14534
$216,323,6626946
A Percentage of AUM
13
PROFESSIONAL FINANCIAL
1159 Pittsford-Victor Rd, Suite 120
Pittsford, NY, 14534-3827
$178,923,7804574
A Percentage of AUM, Hourly charges, Fixed Fees
14
LYNNLEIGH & COMPANY, LLC
1160 Pittsford Victor Road, Suite A,
Pittsford, NY, 14534
$102,803,9842325
A Percentage of AUM, Hourly charges
15
LYON CAPITAL MANAGEMENT, LLC
24b Grove Street,
Pittsford, NY, 14534
$76,147,7021383
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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