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 you 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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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 - 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 2 vetted financial advisors and 31 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

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

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	$2,577,480,524	3163	A percentage of AUM, Fixed fees, Performance Based
SAGE, RUTTY & CO., INC. 100 Corporate Woods, Suite 300 Rochester, NY, 14623	3254	$2,465,463,619	6934	A percentage of AUM, Hourly charges, Fixed fees
HOWE AND RUSLING, INC. 165 Culver Rd, Suite 100 Rochester, NY, 14620	104627	$2,026,253,586	3045	A percentage of AUM, Fixed fees
FORTE CAPITAL LLC 400 Linden Oaks, Suite 310 Rochester, NY, 14625	109941	$1,452,382,644	2180	A percentage of AUM, Hourly charges, Fixed fees
NOVEM GROUP 350 Linden Oaks, Suite 140 Rochester, NY, 14625	158964	$1,170,631,357	4381	A percentage of AUM, Hourly charges, Fixed fees
WHITNEY & COMPANY 959 Panorama Trail S, Suite 190 Rochester, NY, 14625	117307	$1,017,218,031	1625	A percentage of AUM, Fixed fees
SENECA FINANCIAL ADVISORS LLC 500 Linden Oaks, Suite 150 Rochester, NY, 14625	152824	$693,608,122	1072	A percentage of AUM, Hourly charges, Fixed fees
BRIGHTON SECURITIES CORP. 1703 Monroe Avenue, Rochester, NY, 14618	3875	$611,855,688	2108	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
HIGH FALLS ADVISORS, INC. 180 South Clinton Ave, Suite 300 Rochester, NY, 14604	108678	$520,584,654	1704	A percentage of AUM, Hourly charges, Fixed fees
PRENTICE WEALTH MANAGEMENT LLC 1150 Penfield Rd., Rochester, NY, 14625	160052	$467,163,139	1853	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
ASHTON THOMAS SECURITIES, LLC 200 Canal View Blvd., Suite 204 Rochester, NY, 14623	16629	$409,080,530	1799	A percentage of AUM
RISE ADVISORS, LLC 400 Linden Oaks, Suite 120 Rochester, NY, 14625	309760	$340,850,820	1169	A percentage of AUM, Hourly charges
INDIANO CAPITAL MANAGEMENT 120 Linden Oaks, Suite 201 Rochester, NY, 14625	122620	$286,350,171	111	A percentage of AUM
BEXIL ADVISERS LLC 2255 Buffalo Road, Rochester, NY, 14624	154387	$262,396,999	1	A percentage of AUM
LIFEMARK SECURITIES CORP. 400 West Metro Park, Rochester, NY, 14623	16204	$246,107,839	1231	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Rochester, New York

How To Find The Best Financial Advisors in Rochester, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Rochester, New York

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

Edelman Financial Engines, LLC

Address

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

Select other cities around Rochester, New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Rochester, New York
Last Updated - 13-Jun-2023

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