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Find The Best Financial Advisors in Rochester, New York

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!

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How To Find The Best Financial Advisors in Rochester, New York

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 5 vetted financial advisors and 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 22 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.

List of Qualified Financial Advisors in Rochester, New York

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Greg Schuler

OakWood Financial Services

585-787-6870

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Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

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Ted Borowiak

Edelman Financial Engines, LLC

716-935-6642

Top Financial Advisor Firms in Rochester, New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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