Managers in Pittsford, NY

United States · 37 asset managers within 25 km (11 in Pittsford itself) · 102 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Rochester, NY 21 · Fairport, NY 4 · Victor, NY 2 · Canandaigua, NY 2

Asset managers in and around Pittsford

#	Manager	People here	Assets
1	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Rochester $1.2tn	19	$1.2tn
2	Alesco Advisors, LLC, An ESL Co institutions · Pittsford $5.6bn	about 13main office	$5.6bn
3	Invesco Ltd. public funds (AU), hedge funds, private equity, real estate and 5 more · Rochester Invesco Advisers, Inc., Invesco Investment Advisers LLC, Invesco Managed Accounts, LLC · 18 related pages $1.3tn	11	$1.3tn
4	RFG Advisory, LLC mutual funds · Pittsford, Rochester $8.0bn	9	$8.0bn
5	OneDigital Investment Advisors LLC institutions · Rochester $155.4bn	4	$155.4bn
6	Alera Investment Advisors, LLC institutions · Rochester $5.3bn	4	$5.3bn
7	DEVELOP CAPITAL PARTNERS, LP. Pittsford $940.0m	about 4main office	$940.0m
8	M&T Bank Corp private equity, real estate, mutual funds, futures and 2 more · Rochester WILMINGTON TRUST INVESTMENT ADVISORS, INC., WILMINGTON TRUST INVESTMENT MANAGEMENT · 8 related pages $34.1bn	3	$34.1bn
9	LAWLEY RETIREMENT ADVISORS institutions · Rochester $2.1bn	2	$2.1bn
10	WELLTH ADVISORY SERVICES, LLC institutions · Rochester $26.7bn	1	$26.7bn
11	INVESTMENT CONSULTING GROUP INC institutions · Fairport $2.8bn	1	$2.8bn
12	PIANO WEALTH MANAGEMENT institutions · Victor $50.6m	about 1main office	$50.6m
13	UPSTATE ADVISERS INC institutions · Pittsford $34.1m	about 1main office	$34.1m
14	USI SECURITIES, INC. Rochester	1
15	G2VP, LLC venture · Pittsford	1
16	Manning & Napier Group, LLC mutual funds · Fairport RAINIER INVESTMENT MANAGEMENT LLC, Manning & Napier Group, LLC $8.8bn	office	$8.8bn
17	WELLS FARGO & COMPANY/MN wealth · Rochester WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
18	RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Rochester CITIZENS SECURITIES, INC. · 70 related pages $368.7bn	office	$368.7bn
19	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Fairport STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
20	Karpus Management, Inc. Pittsford $3.5bn	based here	$3.5bn
21	COBBLESTONE CAPITAL ADVISORS LLC /NY/ Rochester $2.1bn	based here	$2.1bn
22	GENERATION CAPITAL MANAGEMENT LLC institutions · Pittsford $1.2bn	office	$1.2bn
23	NOVEM GROUP Rochester $986.1m	based here	$986.1m
24	High Probability Advisors, LLC Pittsford $935.0m	based here	$935.0m
25	FORTE CAPITAL LLC /ADV Rochester $930.3m	based here	$930.3m
26	ESL Trust Services, LLC Rochester $586.5m	based here	$586.5m
27	High Falls Advisors, Inc Rochester $493.6m	based here	$493.6m
28	Seneca Financial Advisors LLC Rochester $385.0m	based here	$385.0m
29	HNP Capital LLC Rochester $359.0m	based here	$359.0m
30	Generation Capital Management LLC Pittsford $163.0m	based here	$163.0m
31	Pitti Group Wealth Management, LLC Victor $137.3m	based here	$137.3m
32	EXCELL TECHNOLOGY VENTURES venture · Rochester	office
33	FIVE STONES CAPITAL hedge funds · Rochester	office
34	IMPELLENT VENTURES venture · Rochester	office
35	INDICATOR GLOBAL INC private equity, futures · Pittsford	office
36	Manning & Napier Fund, Inc. Fairport	based here
37	PRSPCTV CAPITAL LLC hedge funds, futures · Pittsford	office

37 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.