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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 4 vetted financial advisors and 145 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 24 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

190 Linden Oaks, Suite A

Rochester, NY 14625

585-787-6870

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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

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Snowden Lane Partners

Snowden Lane Partners

6400 Sheridan Drive
Ste. 220

Williamsville, NY 14221

716-221-3321

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 $2,682,096,901 2749 A percentage of AUM, Fixed fees, Performance Based
SAGE, RUTTY & CO., INC.
100 Corporate Woods, Suite 300
Rochester, NY, 14623
3254 $2,114,854,426 5820 A percentage of AUM, Hourly charges, Fixed fees
HOWE AND RUSLING, INC.
120 East Ave,
Rochester, NY, 14604
104627 $1,465,926,005 1985 A percentage of AUM, Fixed fees
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
NOVEM GROUP
350 Linden Oaks, Suite 140
Rochester, NY, 14625
158964 $1,139,277,720 3629 A percentage of AUM, Hourly charges, Fixed fees
THE WATERFORD GROUP, LLC
1657 East Avenue, Suite 200
Rochester, NY, 14610
155738 $1,000,040,000 225 A percentage of AUM
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
SENECA FINANCIAL ADVISORS LLC
500 Linden Oaks, Suite 150
Rochester, NY, 14625
152824 $579,692,139 868 A percentage of AUM, Hourly charges, Fixed fees
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
EXCEL SECURITIES & ASSOCIATES,INC.
200 Canal View Blvd., Suite 204
Rochester, NY, 14623
16629 $391,000,000 1700 A percentage of AUM
PRENTICE WEALTH MANAGEMENT LLC
110 Linden Oaks, Suite F
Rochester, NY, 14625
160052 $358,752,325 1286 A percentage of AUM, Hourly charges, Fixed fees
INDIANO CAPITAL MANAGEMENT
120 Linden Oaks, Suite 201
Rochester, NY, 14625
122620 $350,787,973 121 A percentage of AUM
LIFEMARK SECURITIES CORP.
400 West Metro Park,
Rochester, NY, 14623
16204 $266,233,344 1973 A percentage of AUM

Additional Financial Advisors in Rochester, New York

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

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