{ "path": "/advisors/ny/rochester/pittsford", "url": "https://advisorcensus.com/advisors/ny/rochester/pittsford", "page_type": "metro_city", "title": "Financial advisors in Pittsford, NY", "filters": {}, "scope_total": 34, "faq": [ { "q": "How many financial advisory firms are there in Pittsford, NY?", "a": "AdvisorCensus lists 34 investment advisory firms with a principal office in Pittsford, New York (part of the Rochester metro area), from Form ADV filings as of October 2026: 27 SEC-registered, 5 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Pittsford, NY?", "a": "18 of the 34 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Pittsford, NY offer financial planning?", "a": "25 of the 32 firms in Pittsford, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Pittsford, NY fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 34 investment advisory firms with a principal office in Pittsford, New York (part of the Rochester metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Rochester metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Pittsford, NY: 34 firms from Form ADV filings as of October 2026.", "total_firms": 34, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 27, "state": 5, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 29 }, { "code": "hourly", "count": 9 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 15 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 13 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 9 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 339091, "name": "Alesco Advisors, LLC, an ESL Company", "name_as_filed": "ALESCO ADVISORS, LLC, AN ESL COMPANY", "url": "https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 151590, "name": "Armbruster Capital Management, Inc.", "name_as_filed": "ARMBRUSTER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/armbruster-capital-management-inc-pittsford-ny-151590", "city": "Pittsford", "state": "NY", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114238, "name": "Ashford Advisors, LLC", "name_as_filed": "ASHFORD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ashford-advisors-llc-pittsford-ny-114238", "city": "Pittsford", "state": "NY", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341095, "name": "Blue Horizon Equity, Inc.", "name_as_filed": "BLUE HORIZON EQUITY, INC.", "url": "https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165984, "name": "Candace Shira Associates, LLC", "name_as_filed": "CANDACE SHIRA ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984", "city": "Pittsford", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338965, "name": "Develop Capital Partners, LP.", "name_as_filed": "DEVELOP CAPITAL PARTNERS, LP.", "url": "https://advisorcensus.com/firm/develop-capital-partners-lp-pittsford-ny-338965", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 341229, "name": "Factorpoint Planning, LLC", "name_as_filed": "FACTORPOINT PLANNING, LLC", "url": "https://advisorcensus.com/firm/factorpoint-planning-llc-pittsford-ny-341229", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110966, "name": "Fischer Investment Group, Inc.", "name_as_filed": "FISCHER INVESTMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/fischer-investment-group-inc-pittsford-ny-110966", "city": "Pittsford", "state": "NY", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 281503, "name": "Flower City Capital LLC", "name_as_filed": "FLOWER CITY CAPITAL LLC", "url": "https://advisorcensus.com/firm/flower-city-capital-llc-pittsford-ny-281503", "city": "Pittsford", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128523, "name": "Generation Capital Management LLC", "name_as_filed": "GENERATION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/generation-capital-management-llc-pittsford-ny-128523", "city": "Pittsford", "state": "NY", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290227, "name": "GPS Financial, LLC", "name_as_filed": "GPS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227", "city": "Pittsford", "state": "NY", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289541, "name": "High Probability Advisors, LLC", "name_as_filed": "HIGH PROBABILITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/high-probability-advisors-llc-pittsford-ny-289541", "city": "Pittsford", "state": "NY", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331058, "name": "Indicator Global Inc", "name_as_filed": "INDICATOR GLOBAL INC", "url": "https://advisorcensus.com/firm/indicator-global-inc-pittsford-ny-331058", "city": "Pittsford", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124758, "name": "J.r.pluta Capital Management, Inc.", "name_as_filed": "J.R.PLUTA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/j-r-pluta-capital-management-inc-pittsford-ny-124758", "city": "Pittsford", "state": "NY", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340496, "name": "JQL Wealth", "name_as_filed": "JQL WEALTH", "url": "https://advisorcensus.com/firm/jql-wealth-pittsford-ny-340496", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110275, "name": "Karpus Investment Management", "name_as_filed": "KARPUS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/karpus-investment-management-pittsford-ny-110275", "city": "Pittsford", "state": "NY", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327022, "name": "Kickstand Wealth Advisors", "name_as_filed": "KICKSTAND WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/kickstand-wealth-advisors-pittsford-ny-327022", "city": "Pittsford", "state": "NY", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342726, "name": "Labounty Financial Planning", "name_as_filed": "LABOUNTY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/labounty-financial-planning-pittsford-ny-342726", "city": "Pittsford", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 159403, "name": "LVW Advisors, LLC", "name_as_filed": "LVW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lvw-advisors-llc-pittsford-ny-159403", "city": "Pittsford", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 285044, "name": "Lynnleigh & Company, LLC", "name_as_filed": "LYNNLEIGH & COMPANY, LLC", "url": "https://advisorcensus.com/firm/lynnleigh-and-company-llc-pittsford-ny-285044", "city": "Pittsford", "state": "NY", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111311, "name": "Lyon Capital Management, LLC", "name_as_filed": "LYON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lyon-capital-management-llc-pittsford-ny-111311", "city": "Pittsford", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126669, "name": "Mark Andrew Paganelli", "name_as_filed": "MARK ANDREW PAGANELLI", "url": "https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669", "city": "Pittsford", "state": "NY", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288758, "name": "Nexus Capital, LLC", "name_as_filed": "NEXUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/nexus-capital-llc-pittsford-ny-288758", "city": "Pittsford", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108201, "name": "Occam Capital Management, LLC", "name_as_filed": "OCCAM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/occam-capital-management-llc-pittsford-ny-108201", "city": "Pittsford", "state": "NY", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156302, "name": "Post Resch Tallon Group", "name_as_filed": "POST RESCH TALLON GROUP", "url": "https://advisorcensus.com/firm/post-resch-tallon-group-pittsford-ny-156302", "city": "Pittsford", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301041, "name": "Primetime Wealth Management LLC", "name_as_filed": "PRIMETIME WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041", "city": "Pittsford", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125580, "name": "Professional Financial", "name_as_filed": "PROFESSIONAL FINANCIAL", "url": "https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580", "city": "Pittsford", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315814, "name": "PRSPCTV Capital LLC", "name_as_filed": "PRSPCTV CAPITAL LLC", "url": "https://advisorcensus.com/firm/prspctv-capital-llc-pittsford-ny-315814", "city": "Pittsford", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324027, "name": "Queenbridge Capital, LLC", "name_as_filed": "QUEENBRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/queenbridge-capital-llc-pittsford-ny-324027", "city": "Pittsford", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329749, "name": "RDG Capital Management LLC", "name_as_filed": "RDG CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rdg-capital-management-llc-pittsford-ny-329749", "city": "Pittsford", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281827, "name": "Royale Asset Management LLC", "name_as_filed": "ROYALE ASSET MANAGEMENT LLC", "url": 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