City
Independent RIAs in Pittsford, New York
As of October 2, 2026, 32 independent wealth management RIAs with their main office in Pittsford, New York reported $15.6 billion in regulatory assets under management; the largest by assets was Karpus Investment Management, with $4.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 32
- Regulatory assets under management
- $15.6 billion
- Average per firm
- $488.1 million
- SEC-registered, of those listed
- 24 of 32 (75.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Karpus Investment Management | SEC | $4.3 billion | 2,337 |
| 2 | LVW Advisors, LLC | SEC | $2.5 billion | 2,625 |
| 3 | Armbruster Capital Management, Inc. | SEC | $1.1 billion | 524 |
| 4 | High Probability Advisors, LLC | SEC | $1.0 billion | 860 |
| 5 | Ashford Advisors, LLC | SEC | $942.7 million | 215 |
| 6 | Beau Morgan Advisors | SEC | $792.7 million | 3 |
| 7 | Blue Horizon Equity, Inc. | SEC | $745.9 million | 2,002 |
| 8 | Kickstand Wealth Advisors | SEC | $633.5 million | 1,976 |
| 9 | Flower City Capital LLC | SEC | $444.6 million | 957 |
| 10 | Candace Shira Associates, LLC | SEC | $443.5 million | 855 |
| 11 | Fischer Investment Group, Inc. | SEC | $437.9 million | 210 |
| 12 | Rochester Financial Services | SEC | $340.6 million | 320 |
| 13 | Post Resch Tallon Group | SEC | $340.2 million | 857 |
| 14 | Two Point Capital Management, Inc. | SEC | $310.5 million | 217 |
| 15 | Factorpoint Planning, LLC | SEC | $287.9 million | 565 |
| 16 | Professional Financial | SEC | $225.8 million | 450 |
| 17 | Lynnleigh & Company, LLC | SEC | $161.5 million | 288 |
| 18 | RDG Capital Management LLC | SEC | $131.8 million | 91 |
| 19 | Lyon Capital Management, LLC | SEC | $94.8 million | 162 |
| 20 | Queenbridge Capital, LLC | SEC | $79.1 million | 137 |
| 21 | GPS Financial, LLC | SEC | $77.3 million | 563 |
| 22 | Occam Capital Management, LLC | SEC | $67.4 million | 207 |
| 23 | Serenity Capital Advisors Inc. | SEC | $64.3 million | 149 |
| 24 | JQL Wealth | SEC | $44.9 million | 21 |
| 25 | Primetime Wealth Management LLC | State | $24.0 million | 45 |
| 26 | J.R.Pluta Capital Management, Inc. | State | $16.3 million | 7 |
| 27 | Weisberg Financial Services | State | $15.0 million | 65 |
| 28 | Fawley Wealth International | State | $15.0 million | 23 |
| 29 | Nexus Capital, LLC | State | $13.3 million | 75 |
| 30 | Hamewith Wealth | State | $0 | 0 |
| 31 | Labounty Financial Planning | State | $0 | 0 |
| 32 | Mark Andrew Paganelli | State | $0 | 0 |
Independent RIAs 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.