Fee-only adviser · Pittsford, NY

High Probability Advisors, LLC

High Probability Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsford, New York. On its latest Form ADV, filed May 19, 2026, it reports $1.0B in regulatory assets under management, 344 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number289541 · SEC file 801-111913
Office167 Sully's Trail Suite 300
Pittsford, NY 14534
Phone(585) 485-0135
Websitewww.highprobabilityadvisors.com
Regulatory assets under management$1.0B ($1.0B discretionary)
Individual clients192 non-high-net-worth, 152 high-net-worth
Financial planning clients251-500
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees16
Disciplinary disclosuresNone reported
Latest Form ADV filingMay 19, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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