| 1. Manning & Napier Advisors, LLC CRD 105992 · Limited Liability Company | FAIRPORT, NY | $17.0B May 2026 | -$1.4B-7.5% | -$8.5M-0.0% | -$2.6B-13.4% | -$23.2B-57.7% | -56 employees-22.3% over 3Y | +2,194 accounts+46.0% over 3Y |
| 2. Milestones Private Investment Advisors LLC CRD 289116 · Limited Liability Company | FAIRPORT, NY | $222.6M Feb 2026 | +$47.3M+27.0% | +$55.1M+32.9% | +$71.7M+47.5% | — | +1 employees+50.0% over 3Y | +54 accounts+8.7% over 3Y |
| 3. Geovest Advisors INC CRD 105906 · Corporation | FAIRPORT, NY | $147.9M Feb 2026 | +$20.7M+16.3% | +$35.7M+31.8% | -$80.3M-35.2% | -$14.6M-9.0% | 0 employees+0.0% over 3Y | -15 accounts-5.8% over 3Y |
| 4. O Asset Management LLC CRD 336682 · Limited Liability Company | FAIRPORT, NY | $76.2M Mar 2026 | — | — | — | +$60.2M+376.2% | +1 employees+10.0% over Total | +1 accounts+50.0% over Total |
| 5. Clover Leaf Financial LLC CRD 335751 · Limited Liability Company | FAIRPORT, NY | $75.0M Mar 2026 | — | — | — | +$21.0M+38.8% | 0 employees+0.0% over Total | +144 accounts+52.4% over Total |
| 6. Seaway Advisors CRD 149745 · Corporation | FAIRPORT, NY | $50.8M Mar 2026 | +$72.5K+0.1% | +$13.9M+37.6% | +$13.5M+36.1% | +$20.7M+68.4% | -1 employees-33.3% over 3Y | +7 accounts+8.0% over 3Y |
| 7. Sage Tree Wealth CRD 298951 · Corporation | FAIRPORT, NY | $32.6M Mar 2026 | +$576.2K+1.8% | -$52.2M-61.6% | -$61.2M-65.3% | — | -1 employees-33.3% over 3Y | -38 accounts-15.3% over 3Y |