Top 10 financial advisor firms in Pittsford

16 SEC-registered financial advisor firms are headquartered in Pittsford, NY, with $14B in combined regulatory assets under management. The largest by assets are Karpus Management ($4.3B), LVW Advisors ($2.47B) and Armbruster Capital Management ($1.06B).

16
Financial advisor firms: $14B
Their combined AUM: $444M
Median firm AUM: 6,120
Clients of the top 10

The 10 largest by assets

1
Karpus Management
RIA
$4.3B
Regulatory AUM
2
LVW Advisors
RIA
$2.47B
0.30% to 1.00% a year
3
Armbruster Capital Management
RIA
$1.06B
0.40% to 0.60% a year
4
High Probability Advisors
RIA
$1.05B
0.25% to 0.70% a year
5
Ashford Advisors
RIA
$943M
0.40% to 0.40% a year
6
Blue Horizon Equity
RIA
$746M
Regulatory AUM
7
Kickstand Ventures
RIA
$633M
0.25% to 1.50% a year
8
Flower City Capital
RIA
$445M
0.50% to 1.00% a year
9
Cross Staff Investments
RIA
$443M
Regulatory AUM
10
Fischer Investment Group
RIA
$438M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Karpus Management

Karpus Management is an investment adviser based in Pittsford, NY, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $4.3 billion, as filed on 24 September 2026.

Regulatory AUM: $4.3B
Clients: 1,859
Advisory staff: 21
Custodians: US Bancorp National Association
Headquarters: 183 Sully'S Trail, Pittsford, NY 14534
Phone: 585-586-4680
Website: karpus.com

No. 2 · RIA

LVW Advisors

LVW Advisors is an investment adviser based in Pittsford, NY, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $2.47 billion, as filed on 1 October 2026.

LVW Advisors charges 0.30%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $2.47B
Clients: 519
Advisory staff: 11
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 67b Monroe Avenue, Pittsford, NY 14534
Phone: 585-267-4900
Website: lvwadvisors.com

No. 3 · RIA

Armbruster Capital Management

Armbruster Capital Management is an investment adviser based in Pittsford, NY, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.06 billion, as filed on 30 July 2026.

Armbruster Capital Management charges 0.40%–0.60% a year for its Regular fee schedule.

Regulatory AUM: $1.06B
Clients: 524
Advisory staff: 7
Founded: 2009
Fee schedule: 0.40% to 0.60% a year
Custodians: Charles Schwab
Headquarters: 1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY 14534
Phone: 585-381-4180
Website: armbrustercapital.com

No. 4 · RIA

High Probability Advisors

High Probability Advisors is an investment adviser based in Pittsford, NY, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.05 billion, as filed on 19 May 2026.

High Probability Advisors charges 0.25%–0.70% a year for its Portfolio Management (Standard Fee Schedule).

Regulatory AUM: $1.05B
Clients: 398
Advisory staff: 13
Founded: 2017
Fee schedule: 0.25% to 0.70% a year
Custodians: Charles Schwab, Fidelity, American Trust
Headquarters: 167 Sully'S Trail, Suite 300, Pittsford, NY 14534
Phone: 585-485-0135
Website: highprobabilityadvisors.com

No. 5 · RIA

Ashford Advisors

Ashford Advisors is an investment adviser based in Pittsford, NY, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $943 million, as filed on 18 March 2026.

Ashford Advisors charges 0.40% a year for its Ashford Advisory Program.

Regulatory AUM: $943M
Clients: 79
Advisory staff: 3
Fee schedule: 0.40% to 0.40% a year
Custodians: Charles Schwab, Northern Trust Securities
Headquarters: 30 B Grove Street, Pittsford, NY 14534
Phone: 585-697-0362

No. 6 · RIA

Blue Horizon Equity

Blue Horizon Equity is an investment adviser based in Pittsford, NY, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $746 million, as filed on 15 September 2026.

Regulatory AUM: $746M
Clients: 1,491
Advisory staff: 45
Custodians: Pershing
Headquarters: 55 Sully'S Trail, Suite F, Pittsford, NY 14534
Phone: 15856417900

No. 7 · RIA

Kickstand Ventures

Kickstand Ventures is an investment adviser based in Pittsford, NY, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $633 million, as filed on 18 September 2026.

Kickstand Ventures charges 0.25%–1.50% a year for its Investment Management Services.

Regulatory AUM: $633M
Clients: 376
Advisory staff: 5
Founded: 2021
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1250 Pittsford Victor RD.,, BLDG. 200, Suite 290, Pittsford, NY 14534
Phone: 585-382-8600
Website: kickstandwealth.com

No. 8 · RIA

Flower City Capital

Flower City Capital is an investment adviser based in Pittsford, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $445 million, as filed on 20 July 2026.

Flower City Capital charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM: $445M
Clients: 230
Advisory staff: 6
Founded: 2015
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1 Fishers RD, Suite 220, Pittsford, NY 14534
Phone: 585-236-8501
Website: flowercitycapital.com

No. 9 · RIA

Cross Staff Investments

Cross Staff Investments is an investment adviser based in Pittsford, NY, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $443 million, as filed on 7 May 2026.

Regulatory AUM: $443M
Clients: 434
Advisory staff: 3
Founded: 2012
Custodians: Charles Schwab
Headquarters: 115 Sully'S Trail, Suite 8, Pittsford, NY 14534
Phone: 585-249-1550

No. 10 · RIA

Fischer Investment Group

Fischer Investment Group is an investment adviser based in Pittsford, NY, registered with the SEC since 1987. It provides investment management. Its clients include individuals. Its regulatory assets under management total $438 million, as filed on 11 September 2026.

Fischer Investment Group charges 0.50%–1.00% a year for its Standard fee schedule.

Regulatory AUM: $438M
Clients: 210
Advisory staff: 4
Founded: 1984
Fee schedule: 0.50% to 1.00% a year
Headquarters: 11 Schoen Place, 3rd Floor, Pittsford, NY 14534
Phone: 585-586-2460
Website: fischerig.com

Questions about financial advisors in Pittsford

How many financial advisor firms are headquartered in Pittsford?

16 SEC-registered financial advisor firms report their principal office in Pittsford, NY, managing $14B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Pittsford?

Karpus Management, with $4.3B in regulatory assets under management on its latest Form ADV. The next largest are LVW Advisors ($2.47B) and Armbruster Capital Management ($1.06B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Pittsford?

The median firm manages $444M in regulatory assets. That is the midpoint of the 16 firms headquartered in Pittsford.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Pittsford charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.40% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Pittsford?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Pittsford has 16 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Pittsford

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