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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pittsford, NY

Every SEC-registered investment adviser representative at a firm office in Pittsford, with the firms that employ the most of them.

341 registered advisors work in Pittsford; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (54). 61 list the CFP designation and 248 are also registered broker representatives.

Firms with the most advisors in Pittsford

FirmAdvisors in Pittsford
Merrill Lynch, Pierce, Fenner & Smith Incorporated news54
LPL Financial LLC news26
Wells Fargo Clearing Services, LLC news25
Commonwealth Financial Network news16
Osaic Wealth, Inc. news15
Alesco Advisors, LLC, An Esl Company14
Morgan Stanley news14
Blue Horizon Equity, Inc.12
Charles Schwab & Co., Inc. news12
LPL Enterprise, LLC news11
Park Avenue Securities LLC11
Cetera Investment Advisers LLC news8
Wealth Enhancement Advisory Services, LLC news8
Armbruster Capital Management, Inc.7
Lvw Advisors, LLC7
Flower City Capital LLC5
Post Resch Tallon Group5
High Probability Advisors, LLC4
Karpus Investment Management4
Kickstand Wealth Advisors4
Rfg Advisory, LLC4
The Ameriflex Group4
Valmark Advisers, Inc.4
&Partners news3
Cambridge Investment Research Advisors, Inc. news3

Advisors in Pittsford, A to Z (first 300 of 341)

CFP advisors in Pittsford →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123

Questions

How many financial advisors are in Pittsford, NY?

341 investment adviser representatives are registered at firm offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records. 248 of them are also registered as broker representatives, and 61 list the CFP designation.

Which firm has the most financial advisors in Pittsford?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 54 registered advisors in Pittsford, followed by LPL Financial LLC with 26.

How do I check a financial advisor in Pittsford?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.