City
Wealth management firms in Victor, New York
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Victor, New York reported $2.5 billion in regulatory assets under management; the largest by assets was Cooper/Haims Advisors, LLC, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $364.2 million
- SEC-registered, of those listed
- 6 of 7 (85.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cooper/Haims Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.2 billion | 1,654 |
| 2 | Elevatus Wealth Management, LLC | SEC | $513.4 million | 1,129 |
| 3 | The Pitti Group Wealth Management, LLC | SEC | $374.3 million | 1,320 |
| 4 | Prosperity Advisory Group LLC | SEC | $216.0 million | 790 |
| 5 | FLFS Advisory LLC | SEC | $161.5 million | 312 |
| 6 | Ever Green Wealth Management, LLC | SEC | $80.3 million | 648 |
| 7 | Bell Rock Asset Management LLC | State | $23.0 million | 81 |
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.