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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
585-787-6870
Top Financial Advisor Firms in Rochester, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS, LLC 500 Linden Oaks, Suite 210 Rochester, NY, 14625 | 108023 | $2,682,096,901 | 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 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 |
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