City
Wealth management firms in Fairport, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Fairport, New York reported $677.3 million in regulatory assets under management; the largest by assets was Milestones Private Investment Advisors LLC, with $222.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $677.3 million
- Average per firm
- $84.7 million
- SEC-registered, of those listed
- 7 of 8 (87.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Milestones Private Investment Advisors LLC | SEC | $222.6 million | 677 |
| 2 | Geovest Advisors Inc | SEC | $147.9 million | 244 |
| 3 | O Asset Management LLC | SEC | $76.2 million | 3 |
| 4 | Clover Leaf Financial LLC | SEC | $75.0 million | 419 |
| 5 | Forever Financial Advisors, LLC | SEC | $72.2 million | 268 |
| 6 | Seaway Advisors | SEC | $50.8 million | 94 |
| 7 | Sage Tree Wealth | SEC | $32.6 million | 210 |
| 8 | Clemons Financial Education Company | State | $0 | 0 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.