Top financial advisors in Victor, NY
We’ve curated a list of the best financial advisors in Victor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$719,956,052
Number of advisors
13 advisors
| $719,956,052 | 13 advisors | |
| 2 |
Assets under management
$220,507,499
Number of advisors
6 advisors
| $220,507,499 | 6 advisors | |
| 3 |
Assets under management
$176,791,877
Number of advisors
3 advisors
| $176,791,877 | 3 advisors | |
| 4 |
Assets under management
$160,000,000
Number of advisors
6 advisors
| $160,000,000 | 6 advisors | |
| 5 |
Assets under management
$48,225,605
Number of advisors
3 advisors
| $48,225,605 | 3 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.
Methodology
To generate our top financial advisors list in Victor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Victor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cooper/haims Advisors, LLC
Cooper/Haims Advisors, LLC is an SEC-registered investment advisor established in November 2002, offering investment advisory services to retail investors. The firm provides financial planning, tax planning, and asset management services tailored to individual client needs. They manage assets on a discretionary basis, with a reported regulatory AUM of $939,160,232 as of December 31, 2024, and assets under advisement of $210,103,336. Cooper/Haims generally requires a minimum investment of $1,000,000, but this amount may be reduced or waived. Fees are charged either as an annual fixed fee for financial planning or as a percentage of AUM. The standard fee schedule ranges from 1.10% for the first $1,000,000 to 0.35% for amounts over $10,000,001. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the option to grant discretionary trading authorization, allowing Cooper/Haims to determine securities transactions without client consent. The firm does not compensate for client referrals and does not vote proxies on behalf of clients. Cooper/Haims maintains custody of client funds under specific conditions and provides regular account statements and reports.
$719,956,052 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsElevatus Wealth Management, LLC
Elevatus Wealth Management, LLC is a financial advisory firm based in Victor, New York. It currently has approximately $220,507,499 of assets under management and employs about 6 people. Elevatus Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$220,507,499 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesProsperity Advisory Group LLC
Prosperity Advisory Group LLC is a financial advisory firm based in Victor, New York. It currently has approximately $176,791,877 of assets under management and employs about 3 people. Prosperity Advisory Group LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$176,791,877 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesThe Pitti Group Wealth Management, LLC
The Pitti Group Wealth Management, LLC is a financial advisory firm based in Victor, New York. It currently has approximately $160,000,000 of assets under management and employs about 6 people. The Pitti Group Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$160,000,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEver Green Wealth Management, LLC
Ever Green Wealth Management, LLC is an SEC registered investment advisor based in New York, established in May 2018. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, and retirement plans. Their investment strategy focuses on long-term, research-based decisions using low-cost, diversified mutual funds, exchange-traded funds, and individual securities. Clients have the option to place restrictions on their investments, subject to advisor acceptance. Ever Green offers financial planning services covering various areas such as investment planning, retirement planning, and education savings. The firm's fee structure for wealth management services is based on a percentage of assets under management, with negotiable fees and potential discounts for certain clients. Clients have investment discretion but can set limitations in advance. Ever Green does not charge performance-based fees, manage proprietary investment funds, or receive commissions for securities sales. The firm does not engage in directed brokerage and recommends clients use Charles Schwab & Co., Inc. as a custodian. Ever Green has no disciplinary events, and client referrals are not compensated. The firm emphasizes transparency, client communication, and adherence to a Code of Ethics. Clients' privacy and data security are prioritized, with measures in place to protect against cybersecurity risks.
$48,225,605 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in Victor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Victor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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