Vault-13

Managers in Victor, NY

United States · 39 asset managers within 25 km (2 in Victor itself) · 104 wealth managers, banks and others

VictorTorontoMississaugaRichmond HillRochesterPittsfordBuffaloLancasterOrchard ParkLockport
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 · Pittsford, NY 11 · Fairport, NY 4 · Canandaigua, NY 2

Asset managers in and around Victor

#Manager People here Assets Visa salary
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 CONSERVATION RESOURCE PARTNERS, LLC real estate · Canandaigua $822.1m 1 $822.1m
13 PIANO WEALTH MANAGEMENT institutions · Victor $50.6m about 1main office $50.6m
14 UPSTATE ADVISERS INC institutions · Pittsford $34.1m about 1main office $34.1m
15 SIMCO FINANCIAL institutions · Canandaigua $26.0m about 1main office $26.0m
16 USI SECURITIES, INC. Rochester 1
17 G2VP, LLC venture · Pittsford 1
18 Manning & Napier Group, LLC mutual funds · Fairport RAINIER INVESTMENT MANAGEMENT LLC, Manning & Napier Group, LLC $8.8bn office $8.8bn
19 WELLS FARGO & COMPANY/MN wealth · Rochester WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
20 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
21 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Fairport STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
22 Karpus Management, Inc. Pittsford $3.5bn based here $3.5bn
23 COBBLESTONE CAPITAL ADVISORS LLC /NY/ Rochester $2.1bn based here $2.1bn
24 GENERATION CAPITAL MANAGEMENT LLC institutions · Pittsford $1.2bn office $1.2bn
25 NOVEM GROUP Rochester $986.1m based here $986.1m
26 High Probability Advisors, LLC Pittsford $935.0m based here $935.0m
27 FORTE CAPITAL LLC /ADV Rochester $930.3m based here $930.3m
28 ESL Trust Services, LLC Rochester $586.5m based here $586.5m
29 High Falls Advisors, Inc Rochester $493.6m based here $493.6m
30 Seneca Financial Advisors LLC Rochester $385.0m based here $385.0m
31 HNP Capital LLC Rochester $359.0m based here $359.0m
32 Generation Capital Management LLC Pittsford $163.0m based here $163.0m
33 Pitti Group Wealth Management, LLC Victor $137.3m based here $137.3m
34 EXCELL TECHNOLOGY VENTURES venture · Rochester office
35 FIVE STONES CAPITAL hedge funds · Rochester office
36 IMPELLENT VENTURES venture · Rochester office
37 INDICATOR GLOBAL INC private equity, futures · Pittsford office
38 Manning & Napier Fund, Inc. Fairport based here
39 PRSPCTV CAPITAL LLC hedge funds, futures · Pittsford office

39 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.