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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!

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

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

Last Updated - 30-May-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 2 vetted financial advisors and 134 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 12 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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Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623

888-242-6766

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Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
FORTE CAPITAL LLC
400 Linden Oaks, Suite 310 Rochester, NY 14625
109941 $1,449,283,991 2304 A percentage of AUM, Hourly charges, Fixed fees
WHITNEY & COMPANY
959 Panorama Trail S, Suite 190 Rochester, NY 14625
117307 $878,141,206 1323 A percentage of AUM, Fixed fees
HNP CAPITAL LLC
100 Chestnut St., 15th Floor, Rochester, NY 14607
150333 $830,706,786 2775 A percentage of AUM, Hourly charges, Fixed fees
BRIGHTON SECURITIES CORP.
1703 Monroe Avenue, Rochester, NY 14618
3875 $640,923,149 2058 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
HIGH FALLS ADVISORS, INC.
180 South Clinton Ave, Suite 300 Rochester, NY 14604
108678 $534,109,903 1585 A percentage of AUM, Hourly charges, Fixed fees
FLOWER CITY CAPITAL LLC
132 Allens Creek Rd., Suite 220 Rochester, NY 14618
281503 $196,533,305 518 A percentage of AUM, Fixed fees
RISE ADVISORS, LLC
400 Linden Oaks, Suite 120 Rochester, NY 14625
309760 $188,273,693 759 A percentage of AUM, Hourly charges
HAYES ASSET MANAGEMENT, LLC
400 Andrews Street, Suite 600, Rochester, NY 14604
141220 $127,498,195 314 A percentage of AUM
WEALTH MANAGEMENT GROUP
2000 Winton Rd. So., Building 4a Suite 206 Rochester, NY 14618-3970
112639 $122,320,700 578 A percentage of AUM, Hourly charges, Fixed fees
BOYD CAPITAL
30 W. Broad, Rochester, NY 14614
312070 $88,310,015 452 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
CORE ALPHA, INC.
1701 Chili Avenue, Rochester, NY 14624
119635 $74,843,303 469 A percentage of AUM, Fixed fees
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
3205 Mount Read Blvd., Rochester, NY 14616
138463 $60,872,579 476 A percentage of AUM, Hourly charges, Fixed fees
ROCHESTER INVESTMENTS
1580 W Ridge Rd, Rochester, NY 14615
306782 $45,047,833 269 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
OAK CREST ADVISORY, LLC
160 Linden Oaks, Rochester, NY 14625
304255 $31,001,845 184 A percentage of AUM, Fixed fees
ACHIEVE WEALTH PARTNERS LLC
400 Linden Oaks, Suite 310 Rochester, NY 14625
298540 $0 0 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bill Schirmer
Inquire with Bill
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-264-4597
Brittany L Bieger
Inquire with Brittany
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-385-5112
Andrew Ward
Inquire with Andrew
90 Linden Oaks, Ste 230 Rochester, NY 14625 585-461-2280
Brian Craig
Inquire with Brian
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-385-5148
Betsy A Foss
Inquire with Betsy
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-385-5134
Adam Brady
Inquire with Adam
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-249-4328
Brighton Securities
Inquire with Brighton
1703 Monroe Ave, Rochester, NY 14618 585-473-3590
Andrew Spencer
Inquire with Andrew
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-385-5143
Carol J Sutter
Inquire with Carol
2024 W Henrietta Rd, Ste 3B Rochester, NY 14623 585-424-1480
Morgan Stanley Financial Advisors
Inquire with Morgan
300 Linden Oaks, Suite 200 Rochester, NY 14625 585-385-5100

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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