Company lists · Data refreshed October 2026

Top 17 Investment firms based in Pittsford, United States

Name: Investment firms based in Pittsford, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 26 companies tracked

RevenueBase identified 26 company matches for investment firms associated with Pittsford, United States as of October 2026 and tracks 197 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Pittsford has 26.

This list covers company matches for investment firms associated with Pittsford, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

26Companies

197Contacts tracked

122Verified emails

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The 17 largest investment firms based in Pittsford, United States

Ranked by team size

Top 17 of 26 company matches for investment firms based in Pittsford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Karpus Investment Management	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	11-50	38 contacts →
	Exact match “City of London Investment Group PLC's subsidiaries are City of London Investment Management Co.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	LVW Advisors	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	11-50	25 contacts →
	Exact match “LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Alesco Advisors LLC	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “Alesco Advisors is your trusted partner for wealth and investment management, asset allocation, OCIO services, and retirement plan consulting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	High Probability Advisors, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “High Probability Advisors provides investment solutions to a wide variety of clients who need effective, efficient stewardship of their long-term assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Armbruster Capital Management	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “At Armbruster Capital Management (ACM), we believe investing should be grounded in integrity, discipline, and transparency.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Sixpoint Financial Partners	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match “Based in Pittsford, NY, SixPoint Financial Partners is a team of professionals with an unwavering commitment to client care.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Trident Wealth Management Group	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Our practice at Trident Wealth Management group brings a long tenured group of seasoned professionals togethers, who take pride in developing smart, forward-thinking investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Generation Capital Management, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Generation Capital Management is an independent, SEC-Registered Investment Advisor located in Rochester, NY.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Marathon Financial	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “As an independent wealth management firm, we offer professional guidance for your financial future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Post Resch Tallon Group	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are an independent, full-service investment firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Canal View Financial Advisors	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Canal View Financial Advisors is a company based out of 15 Schoen Pl, Pittsford, New York, United States.*Third-party posts found on this profile don’t reflect the views of LPL…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Heritage Financial Services	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Heritage Financial Services was founded in 2003, and from the beginning, our company mission has been to provide our clients with holistic and highly personalized financial advice…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Compass Wealth, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Compass Wealth, LLC, 1163 Pittsford-Victor Road, Suite 130, Pittsford, NY 14534 585.249.5060 Specialties: Securities offered through Cetera Financial Specialists LLC (doing…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Lyon Capital Management, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Lyon Capital Management, LLC is a Registered Investment Advisor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Hamilton Wealth Management	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Working with clients near retirement and through retirement is what we do at Hamilton Wealth Management!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Parks Capital	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Parks Capital at a Glance Parks Capital is a boutique investment advisory firm in the Bushnell's Basin area of Pittsford NY.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Hutchings Financial Group	Exact match	Pittsford, NY, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Disclosure This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, HI, MA, MD,NC, NJ, NY, OR, PA, TX, UT, VA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 26 investment firms based in Pittsford, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Pittsford, United States at a glance

As of Oct 1, 2026

61.9%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Pittsford, so it is reported there. Company counts and contact totals on this page are exact for Pittsford, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Pittsford, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 122 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Pittsford, United States?

RevenueBase identified 26 company matches for investment firms associated with Pittsford, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Karpus Investment Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Pittsford has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 122 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.