24 financial advisors & firms and 0 insurance agents verified near Pittsford, NY โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $67M AUM
CRD 108201 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $4.0B AUM
CRD 110275 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $421M AUM
CRD 110966 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $95M AUM
CRD 111311 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $943M AUM
CRD 114238 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $16M AUM
CRD 124758 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $226M AUM
CRD 125580 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser
CRD 126669 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $1.2B AUM
CRD 128523 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $311M AUM
CRD 131816 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $1.1B AUM
CRD 151590 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $340M AUM
CRD 156302 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $2.5B AUM
CRD 159403 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $443M AUM
CRD 165984 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $445M AUM
CRD 281503 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $162M AUM
CRD 285044 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $13M AUM
CRD 288758 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $1.0B AUM
CRD 289541 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $77M AUM
CRD 290227 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $24M AUM
CRD 301041 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $79M AUM
CRD 324027 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $633M AUM
CRD 327022 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $132M AUM
CRD 329749 ยท verify at the regulator
RIA firm ยท Pittsford, NY 14534 ยท Registered investment adviser ยท $64M AUM
CRD 332396 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Pittsford, NY.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.