Rialytix insights

Top RIA Firms in Victor, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Victor, New York. This hub covers 7 matching firms with $2.5B in total reported AUM and median AUM of $216.0M.

Firms

Matching current profiles

Total AUM

$2.5B

Reported regulatory AUM

Median AUM

$216.0M

Across firms with AUM

Largest firm

$1.2B

Cooper/haims Advisors, LLC

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Cooper/haims Advisors, LLC CRD 124122 · Limited Liability Company	VICTOR, NY	$1.2B Apr 2026	+$213.3M+22.7%	+$271.6M+30.8%	+$474.3M+69.9%	+$860.0M+294.1%	+6 employees+46.2% over 3Y	+246 accounts+17.6% over 3Y
2. Elevatus Wealth Management, LLC CRD 325629 · Limited Liability Company	VICTOR, NY	$513.4M Apr 2026	+$75.4M+17.2%	—	—	—	+5 employees+125.0% over 3Y	-74 accounts-6.2% over 1Y
3. The Pitti Group Wealth Management, LLC CRD 314685 · Limited Liability Company	VICTOR, NY	$374.3M Mar 2026	+$36.4M+10.8%	+$114.3M+44.0%	—	—	0 employees+0.0% over 3Y	+155 accounts+13.3% over 3Y
4. Prosperity Advisory Group LLC CRD 310720 · Limited Liability Company	VICTOR, NY	$216.0M Mar 2026	+$19.2M+9.8%	-$2.0M-0.9%	+$182.7M+547.9%	—	+1 employees+25.0% over 3Y	+39 accounts+5.2% over 3Y
5. Flfs Advisory LLC CRD 334771 · Limited Liability Company	VICTOR, NY	$161.5M Mar 2026	—	—	—	—	+2 employees+66.7% over 1Y	—
6. Ever Green Wealth Management, LLC CRD 297459 · Limited Liability Company	VICTOR, NY	$80.3M Mar 2026	+$22.6M+39.2%	+$32.0M+66.4%	+$50.1M+166.3%	—	-2 employees-66.7% over 3Y	+172 accounts+36.1% over 3Y
7. Piano Wealth Management CRD 317854 · Limited Liability Company	VICTOR, NY	$50.6M Mar 2026	+$13.4M+36.2%	—	—	+$13.4M+36.2%	0 employees+0.0% over 1Y	+15 accounts+18.5% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.