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615 advisors near
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Ryan T
Series 65
Webster, NY
Capstone Investment Financial Group, LLC
Ryan Turbyfill is a financial advisor at Capstone Investment Financial Group, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in real estate sales through Re/Max Alliance/Turbyfill since 2002. Outside of financial advising, Turbyfill coaches endurance athletes through his business, Elevation Multisport LLC. Capstone Investment Financial Group serves individual investors, institutions, and various plan types by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk management over market timing, uses proprietary model strategies, and manages a pooled private vehicle focused on privately sourced debt.
Christine F
Series 63, Series 66
Pittsford, NY
Kickstand Wealth Advisors
Christine Fusare is a financial advisor with Kickstand Wealth Advisors and holds Series 63 and Series 66 licenses. She has 32 years of industry experience, including 25 years at Merrill before joining Kickstand Wealth Advisors in 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and qualified retirement plans, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a long-term investment approach grounded in fundamental analysis and utilizes a broad range of investment vehicles tailored to client suitability.
Vincent C
CFA®
Pittsford, NY
Flower City Capital LLC
Vincent Crane is a CFA® charterholder with eight years of industry experience, currently serving at Flower City Capital LLC since 2018. Prior to joining Flower City Capital, he worked at JP Morgan & Chase from 2016 to 2018. Flower City Capital LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis with a long-term trading orientation, offering a broad investment universe that includes equities, fixed income, real estate funds, private placements, and commodities.
Ryan W
Series 63, Series 65
Pittsford, NY
Post Resch Tallon Group
Ryan Wegman is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., Penn Mutual Life Insurance, and Hornor Townsend & Kent. Wegman serves on the board of directors for Cancer Support Community Rochester. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes asset allocation and diversification, using a top-down approach and modern portfolio theory, and incorporates derivatives in separately managed accounts, which is uncommon among peer team firms.
Dean H
CFP®, Series 63
Victor, NY
Cooper/Haims Advisors, LLC
Dean Hutchinson is a financial advisor at Cooper/Haims Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds the CFP® and Series 63 designations. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management overlays, tax considerations, and ongoing portfolio oversight by an investment committee.
William S
Rochester, NY
Whitney & Company
William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding 12 years of industry experience. He has been with Whitney & Company since 1999. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to clients’ objectives and risk tolerances. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, complemented by technical methods and Modern Portfolio Theory.
Mark A
CFA®, Series 63
Pittsford, NY
Armbruster Capital Management, Inc.
Mark Armbruster is a CFA® charterholder with 13 years of industry experience. He is a portfolio manager at both Armbruster Capital Management, Inc. and Fischer Investment Group, where he participates in a joint client referral program. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios primarily using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ tax and personal circumstances.
Adam M
CFP®
Rochester, NY
Whitney & Company
Adam Magee is a CFP® professional with four years of industry experience, currently serving as an advisor at Whitney & Company since 2017. Prior to this, he worked at LVW Advisors from 2015 to 2017. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to client objectives and risk tolerances. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory, and has managed over $1.15 billion in assets.
Nick T
Series 66
Victor, NY
FLFS Advisory LLC
Nick Twentyfive is a financial advisor at FLFS Advisory LLC with a Series 66 credential and five years of industry experience. He previously worked at Grove Point Advisors and has ownership in N25 Fitness, a fitness-related business. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and separate non-discretionary consulting. The firm uses a discovery-based process to develop customized investment plans and employs asset-allocation models emphasizing value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.
Rudolph W
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Rudolph Warren is a financial advisor at Armbruster Capital Management, Inc. with 5 years of industry experience and holds a Series 65 designation. He has been with Armbruster Capital Management since 2013. Outside of advising, he is involved as a managing member of Rabbit Hutch Associates LLC, a real estate development company, and serves as treasurer for RTR Transportation Corp, a personal holdings company. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.
Perry N
CFP®, Series 63
Pittsford, NY
Blue Horizon Equity, Inc.
Perry Noun III is a CFP® with 12 years of industry experience currently advising at Blue Horizon Equity, Inc. He has previously worked at firms including Merrill Gilliland, Avantax, Cambridge Investment Research, and Cetera Wealth Services. Perry holds a Series 63 license and operates out of Pittsford, NY. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers unified managed accounts, advisor-as-portfolio-manager programs, and third-party money manager access, operating as a multi-advisor team across multiple offices.
Jeffrey B
Series 65
Rochester, NY
Whitney & Company
Jeffrey Braverman is a financial advisor at Whitney & Company with a Series 65 credential and over 29 years of industry experience. He previously worked at Steven Charles Capital before joining Whitney & Company in 2025. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, technical methods, and Modern Portfolio Theory.
Tarryn R
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Tarryn Rozen is a financial advisor at Armbruster Capital Management, Inc. with seven years of industry experience. She has been with Armbruster Capital Management for 11 years and previously worked at Camp Susquehannock Inc. for 10 years. Rozen holds the Series 65 designation. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm focuses on long-term, buy-and-hold portfolios using diversified index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.
Nikki H
Series 65, Series 63
Pittsford, NY
High Probability Advisors, LLC
Nikki Hamblin is a financial advisor with High Probability Advisors, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including prior roles at Manning & Napier and LPL Financial. Hamblin serves on the board of directors for Lakeland Industries. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and provides customized quarterly reporting.
Daniel J
CFP®, PFS™, Series 66, Series 65
Victor, NY
Cooper/Haims Advisors, LLC
Daniel Jones is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody, LLP and Nixon Peabody Financial Advisors, LLC from 2014 to 2018. Cooper/Haims Advisors provides ongoing, fee-based investment advisory services and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes customized asset allocation, individualized investment policy statements, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management approaches.
Michael R
CFP®, CFA®, Series 63
Pittsford, NY
Flower City Capital LLC
Michael Rizzolo is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He has worked at Flower City Capital LLC since 2015 and previously at Banc of America Securities, LLC. Rizzolo is a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, overseeing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations, managing accounts under discretionary authority with regular client reviews.
Benjamin B
CFP®
Pittsford, NY
High Probability Advisors, LLC
Benjamin Bedosky is a CFP® professional with one year of industry experience, currently serving at High Probability Advisors, LLC in Pittsford, NY. His prior experience includes roles at DeJoy & Co., Insero & Co. CPAs, and St. John Fisher University. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across about 344 client relationships.
Angela B
Series 63, Series 65
Victor, NY
FLFS Advisory LLC
Angela Babcock is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. She has involvement as a notary and holds a non-variable insurance license. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans with discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to tailor investment plans and uses asset-allocation models emphasizing value and momentum, offering performance-based fee arrangements for qualified clients.
John E
Series 63, Series 65
Pittsford, NY
Blue Horizon Equity, Inc.
John Enright is a financial advisor with Blue Horizon Equity, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Lincoln Financial Advisors. Enright serves as treasurer for the Forsgate Study Group, Inc., a volunteer position. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.
Christopher C
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Christopher Cebula is a Series 65-licensed financial advisor with Armbruster Capital Management, Inc., where he has worked since 2013. He has six years of industry experience and is based in Pittsford, NY. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm uses long-term, buy-and-hold portfolios with diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments.
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615 advisors near
14522
within the area shown on the map
Out of 400,000+ nationwide