Top financial advisors in Fairport, NY
We've curated a list of the best financial advisors in Fairport, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $101,153,636 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fairport, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Geovest Advisors Inc
GeoVest Advisors, Inc. is a financial advisory firm established in 1987 by Robert E. Reeves, offering discretionary and non-discretionary supervision of client investment portfolios. The firm's revenue primarily comes from fees charged for account supervision. Client portfolios consist of marketable securities traded on major exchanges, diversified among industries and companies. Clients provide written guidelines to tailor asset mixes based on risk tolerance and investment objectives. The firm employs a "top-down" strategy, forecasting economic scenarios to select industries and companies likely to benefit. Investment strategies include value and growth approaches, with potential use of ETFs for price movements and risk mitigation. Risks include incorrect economic forecasts, inadequate diversification, and false information sources. Fees are asset-based, payable quarterly, and deducted from client accounts. GeoVest Advisors does not engage in financial planning or tax advisory services. The firm manages over 95% of accounts on a discretionary basis, with assets under management totaling $127,168,779 for discretionary accounts and $4,185,490 for non-discretionary accounts as of December 31, 2023. The firm does not receive compensation from the purchase or sale of investments used in client portfolios.
$101,153,636 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Financial Analysis To Institutions
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fairport, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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