Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Rochester is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Rochester & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Rochester, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 36 non-vetted financial advisors in Rochester, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rochester, New York have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
COBBLESTONE CAPITAL ADVISORS, LLC 500 Linden Oaks, Suite 210 Rochester, NY, 14625 | 108023 | $2,253,449,018 | 2906 | A Percentage of AUM, Fixed Fees, Performance Based |
SAGE, RUTTY & CO., INC. 100 Corporate Woods, Suite 300 Rochester, NY, 14623 | 3254 | $1,952,343,644 | 6280 | A Percentage of AUM, Hourly charges, Fixed Fees |
HOWE AND RUSLING, INC. 165 Culver Rd, Suite 100 Rochester, NY, 14620 | 104627 | $1,460,434,355 | 2398 | A Percentage of AUM, Fixed Fees |
FORTE CAPITAL LLC 400 Linden Oaks, Suite 310 Rochester, NY, 14625 | 109941 | $1,139,537,472 | 2309 | A Percentage of AUM, Hourly charges, Fixed Fees |
NOVEM GROUP 350 Linden Oaks, Suite 140 Rochester, NY, 14625 | 158964 | $1,072,749,714 | 4203 | A Percentage of AUM, Hourly charges, Fixed Fees |
WHITNEY & COMPANY 959 Panorama Trail S, Suite 190 Rochester, NY, 14625 | 117307 | $794,075,267 | 1527 | A Percentage of AUM, Fixed Fees |
HNP CAPITAL LLC 100 Chestnut St., 15th Floor, Rochester, NY, 14607 | 150333 | $768,226,652 | 3011 | A Percentage of AUM, Hourly charges, Fixed Fees |
THE WATERFORD GROUP, LLC 1657 East Avenue, Suite 200 Rochester, NY, 14610 | 155738 | $640,920,110 | 199 | A Percentage of AUM |
BRIGHTON SECURITIES CORP. 1703 Monroe Avenue, Rochester, NY, 14618 | 3875 | $549,240,673 | 2044 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
SENECA FINANCIAL ADVISORS LLC 500 Linden Oaks, Suite 150 Rochester, NY, 14625 | 152824 | $520,499,794 | 930 | A Percentage of AUM, Hourly charges, Fixed Fees |
HIGH FALLS ADVISORS, INC. 180 South Clinton Ave, Suite 300 Rochester, NY, 14604 | 108678 | $451,421,521 | 1640 | A Percentage of AUM, Hourly charges, Fixed Fees |
EXCEL SECURITIES & ASSOCIATES,INC. 200 Canal View Blvd., Suite 204 Rochester, NY, 14623 | 16629 | $344,257,941 | 2721 | A Percentage of AUM |
PRENTICE WEALTH MANAGEMENT LLC 1150 Penfield Rd., Rochester, NY, 14625 | 160052 | $295,262,571 | 1314 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
INDIANO CAPITAL MANAGEMENT 120 Linden Oaks, Suite 201 Rochester, NY, 14625 | 122620 | $285,637,646 | 117 | A Percentage of AUM |
LIFEMARK SECURITIES CORP. 400 West Metro Park, Rochester, NY, 14623 | 16204 | $256,337,850 | 1963 | A Percentage of AUM |
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