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Data / Investment advisers / New York / Pittsford

Investment advisers in Pittsford, NY: 28 firms, $22.1 billion in AUM

28 investment advisers have their main office in Pittsford, New York: 26 SEC registered and 2 exempt reporting. The registered advisers report $22.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Alesco Advisors, LLC, an Esl Company with $5.6 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 28Advisers
  • 26SEC registered
  • 2Exempt reporting
  • $22.1 billionTotal AUM
  • 19Advisers over $100 million
  • 3Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Alesco Advisors, LLC, an Esl CompanyPittsford$5.61 billion1,77726Not listed(585) 586-0970adviserinfo.sec.gov
Karpus Investment ManagementPittsford$4.30 billion2,33735Not listed(585) 586-4680karpus.comadviserinfo.sec.gov
LVW Advisors, LLCPittsford$2.47 billion2,62519Not listed(585) 267-4900adviserinfo.sec.gov
Generation Capital Management LLCPittsford$1.15 billion4814Not listed(585) 232-8560adviserinfo.sec.gov
Armbruster Capital Management, Inc.Pittsford$1.06 billion5249Not listed(585) 381-4180acm401k.comadviserinfo.sec.gov
High Probability Advisors, LLCPittsford$1.05 billion86016Not listed(585) 485-0135vimeo.comadviserinfo.sec.gov
Ashford Advisors, LLCPittsford$942.7 million2158Not listed(585) 697-0362adviserinfo.sec.gov
Develop Capital Partners, LP.Pittsford$940 million14Not listed(585) 895-2287develop-capital.comadviserinfo.sec.gov
Blue Horizon Equity, Inc.Pittsford$745.9 million2,00245Not listed(585) 641-7900abelwealthmanagement.comadviserinfo.sec.gov
Kickstand Wealth AdvisorsPittsford$633.5 million1,9767Not listed(585) 382-8600adviserinfo.sec.gov
Flower City Capital LLCPittsford$444.6 million95791(585) 236-8501adviserinfo.sec.gov
Candace Shira Associates, LLCPittsford$443.5 million8554Not listed(585) 249-1550candaceshira.comadviserinfo.sec.gov
Fischer Investment Group, Inc.Pittsford$437.9 million2104Not listed(585) 586-2460fischerig.comadviserinfo.sec.gov
Post Resch Tallon GroupPittsford$340.2 million8575Not listed(585) 249-1030postreschtallon.comadviserinfo.sec.gov
Two Point Capital Management, Inc.Pittsford$310.5 million2176Not listed(585) 586-1731adviserinfo.sec.gov
Factorpoint Planning, LLCPittsford$287.9 million5653Not listed(585) 895-7506factorplanning.comadviserinfo.sec.gov
Professional FinancialPittsford$225.8 million4504Not listed(585) 218-9080professionalfinancial.comadviserinfo.sec.gov
Lynnleigh & Company, LLCPittsford$161.5 million2885Not listed(585) 623-5970adviserinfo.sec.gov
RDG Capital Management LLCPittsford$131.8 million912Not listed(585) 673-2690rdgcapitalmanagement.comadviserinfo.sec.gov
Lyon Capital Management, LLCPittsford$94.8 million1623Not listed(585) 248-9821adviserinfo.sec.gov
Queenbridge Capital, LLCPittsford$79.1 million1373Not listed(585) 348-9585queenbridgecapital.comadviserinfo.sec.gov
GPS Financial, LLCPittsford$77.3 million5632Not listed(585) 598-9111gpsfinancialadvisors.comadviserinfo.sec.gov
Occam Capital Management, LLCPittsford$67.4 million2072Not listed(585) 218-0310occamcapital.comadviserinfo.sec.gov
Serenity Capital Advisors Inc.Pittsford$64.3 million1494Not listed(877) 975-3383serenitycapadvisors.comadviserinfo.sec.gov
Upstate Advisers IncPittsford$34.1 million391Not listed(585) 209-9788upstateadvisers.comadviserinfo.sec.gov
Indicator Global IncPittsfordNot listedNot listedNot listed1(647) 365-2523adviserinfo.sec.gov
Prspctv Capital LLCPittsfordNot listedNot listedNot listed1(585) 226-1066prspctv.comadviserinfo.sec.gov
Grover Wealth Partners, LLCPittsfordNot listed04Not listed(585) 586-5505groverwealthpartners.comadviserinfo.sec.gov

Advisers in Pittsford that manage private funds

3 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Flower City Capital LLCPittsfordNY1Not listed1Not listedNot listed$39.4 million$444.6 millionadviserinfo.sec.gov
Indicator Global IncPittsfordNY1Not listed1Not listedNot listed$342,986Not listedadviserinfo.sec.gov
Prspctv Capital LLCPittsfordNY11Not listedNot listedNot listed$42.1 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Pittsford

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Grover Wealth Partners, LLCPittsfordNYOctober 28, 2026Not listedgroverwealthpartners.comadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.