Company lists · Data refreshed September 2026

Top 17 Investment firms based in Pittsford, United States

RevenueBase identified 26 investment firms headquartered in Pittsford, United States as of September 2026 and tracks 197 professional contacts across them, including 122 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Pittsford, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
26Companies
197Contacts tracked
122Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 17 largest investment firms based in Pittsford, United States

Ranked by team size
Top 17 of 26 investment firms based in Pittsford, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 202611-5038 contacts →

Strong evidence

“City of London Investment Group PLC's subsidiaries are City of London Investment Management Co.”

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 202611-5025 contacts →

Strong evidence

“LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 202611-5019 contacts →

Strong evidence

“Alesco Advisors is your trusted partner for wealth and investment management, asset allocation, OCIO services, and retirement plan consulting.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“High Probability Advisors provides investment solutions to a wide variety of clients who need effective, efficient stewardship of their long-term assets.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 202611-5016 contacts →

Indirect evidence

“At Armbruster Capital Management (ACM), we believe investing should be grounded in integrity, discipline, and transparency.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-1012 contacts →

Indirect evidence

“Based in Pittsford, NY, SixPoint Financial Partners is a team of professionals with an unwavering commitment to client care.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-108 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-106 contacts →

Strong evidence

“Generation Capital Management is an independent, SEC-Registered Investment Advisor located in Rochester, NY.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“As an independent wealth management firm, we offer professional guidance for your financial future.”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-104 contacts →

Strong evidence

“We are an independent, full-service investment firm.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Compass Wealth, LLC, 1163 Pittsford-Victor Road, Suite 130, Pittsford, NY 14534 585.249.5060 Specialties: Securities offered through Cetera Financial Specialists LLC (doing…”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Lyon Capital Management, LLC is a Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Working with clients near retirement and through retirement is what we do at Hamilton Wealth Management!”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Parks Capital at a Glance Parks Capital is a boutique investment advisory firm in the Bushnell's Basin area of Pittsford NY.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidencePittsford, NY, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 122 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment firms based in Pittsford, United States at a glance

As of Sep 14, 2026
61.9%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
3830.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
7

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Pittsford, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Pittsford are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 122 across the full list. 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 September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 26 investment firms headquartered in Pittsford, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Karpus Investment Management, headquartered in Pittsford, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 996 headquartered companies, followed by Chicago (285) and Dallas (281).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 122 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 26 investment firms based in Pittsford, United States. Start with a free account, no credit card.

Download this list →

Related lists

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 Smart Search, 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.