Top 5 financial advisor firms in Victor

5 SEC-registered financial advisor firms are headquartered in Victor, NY, with $2.45B in combined regulatory assets under management. The largest by assets are Cooper/Haims Advisors ($1.18B), Elevatus Wealth Management ($513M) and The Pitti Group Wealth Management ($374M).

5
Financial advisor firms: $2.45B
Their combined AUM: $374M
Median firm AUM: 1,906
Clients of the top 5

The 5 largest by assets

1
Cooper/Haims Advisors
RIA
$1.18B
0.35% to 1.10% a year
2
Elevatus Wealth Management
RIA
$513M
Up to 1.50% a year
3
The Pitti Group Wealth Management
RIA
$374M
0.50% to 1.50% a year
4
Prosperity Advisory Group
RIA
$216M
0.75% to 1.25% a year
5
FLFS Advisory
RIA
$161M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Cooper/Haims Advisors

Cooper/Haims Advisors is an investment adviser based in Victor, NY, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.18 billion, as filed on 19 August 2026.

Cooper/Haims Advisors charges 0.35%–1.10% a year for its Asset management services.

Regulatory AUM: $1.18B
Clients: 527
Advisory staff: 13
Fee schedule: 0.35% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 50 Square Drive, Suite 210, Victor, NY 14564
Phone: 585-248-6400
Website: cooperhaims.com

No. 2 · RIA

Elevatus Wealth Management

Elevatus Wealth Management is an investment adviser based in Victor, 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 $513 million, as filed on 17 September 2026.

Elevatus Wealth Management charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $513M
Clients: 331
Advisory staff: 4
Founded: 2020
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Fiduciary Trust
Headquarters: 1501 Pittsford Victor Road, Suite 101, Victor, NY 14564
Phone: 585-565-4450
Website: elevatuswealth.com

No. 3 · RIA

The Pitti Group Wealth Management

The Pitti Group Wealth Management is an investment adviser based in Victor, NY, registered with the SEC since 2021. 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 $374 million, as filed on 15 June 2026.

The Pitti Group Wealth Management charges 0.50%–1.50% a year for its Investment Management Services.

Regulatory AUM: $374M
Clients: 601
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Custodians: Wells Fargo Clearing Services, Voya
Headquarters: 590 Fishers Station Drive, Suite 110, Victor, NY 14564
Phone: 585-337-4000
Website: thepittigroup.com

No. 4 · RIA

Prosperity Advisory Group

Prosperity Advisory Group is an investment adviser based in Victor, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $216 million, as filed on 10 July 2026.

Prosperity Advisory Group charges 0.75%–1.25% a year for its Investment Management Services.

Regulatory AUM: $216M
Clients: 244
Advisory staff: 3
Founded: 2020
Fee schedule: 0.75% to 1.25% a year
Custodians: Fidelity
Headquarters: 50 Square Drive, Suite 220, Victor, NY 14564
Phone: 585-381-5900
Website: prosperityadv.com

No. 5 · RIA

FLFS Advisory

FLFS Advisory is an investment adviser based in Victor, NY, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $161 million, as filed on 30 June 2026.

Regulatory AUM: $161M
Clients: 203
Advisory staff: 5
Custodians: Dunham & Associates Investment Counsel
Headquarters: 29 Lasalle Parkway, Victor, NY 14564
Phone: 585-586-2600
Website: fingerlakesfinancialservicesinc.com

Questions about financial advisors in Victor

How many financial advisor firms are headquartered in Victor?

5 SEC-registered financial advisor firms report their principal office in Victor, NY, managing $2.45B in regulatory assets between them.

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

What is the largest financial advisor firm in Victor?

Cooper/Haims Advisors, with $1.18B in regulatory assets under management on its latest Form ADV. The next largest are Elevatus Wealth Management ($513M) and The Pitti Group Wealth Management ($374M).

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

How large is a typical financial advisor firm in Victor?

The median firm manages $374M in regulatory assets. That is the midpoint of the 5 firms headquartered in Victor.

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

How much do financial advisors in Victor charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.10% 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 Victor?

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

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