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 |