Top Financial Advisors in Rochester, New York
Finding the right financial advisor in Rochester is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Rochester, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Rochester, NY.
Find the Best Financial Advisor Firms in Rochester:
COBBLESTONE CAPITAL ADVISORS, LLC
CRD#: 108023
Address: 500 Linden Oaks Suite 210, Rochester, NY 14625
Clients: 1,028
Average Clients per Advisor: 46
AUM: $ 2.3B
SAGE, RUTTY & CO., INC.
CRD#: 3254
Address: 100 Corporate Woods Suite 300, Rochester, NY 14623
Clients: 5,366
In Business for: 89 Years
Average Clients per Advisor: 214
AUM: $ 2.0B
Disclosures: 7
HOWE AND RUSLING, INC.
CRD#: 104627
Address: 120 East Ave, Rochester, NY 14604
Clients: 585
Average Clients per Advisor: 34
AUM: $ 1.5B
FORTE CAPITAL LLC
CRD#: 109941
Address: 400 Linden Oaks Suite 310, Rochester, NY 14625
Clients: 628
Average Clients per Advisor: 125
AUM: $ 1.1B
NOVEM GROUP
CRD#: 158964
Address: 350 Linden Oaks Suite 140, Rochester, NY 14625
Clients: 1,422
Average Clients per Advisor: 24
AUM: $ 1.1B
WHITNEY & COMPANY
CRD#: 117307
Address: 959 Panorama Trail S Suite 190, Rochester, NY 14625
Clients: 442
Average Clients per Advisor: 55
AUM: $ 794M
How We Chose the Top Financial Advisors in Rochester, New York
To create this list of top financial advisor firms in Rochester, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Rochester has to offer.
Search Financial Advisors in Rochester, New York
David Wesley Prull
Registered Affiliation(s):EXCEL SECURITIES & ASSOCIATES, INC.
Kristin Marie Dowejko
Registered Affiliation(s):SAGE, RUTTY & CO., INC.
Michelle Stover Prok
Registered Affiliation(s):LPL FINANCIAL LLC
Guy Francis Guarrera
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Richard Alan Harter
Registered Affiliation(s):OSAIC WEALTH, INC.
James Philip Wehrle
Registered Affiliation(s):LPL FINANCIAL LLC
James Peter Muchard
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Jeffrey George Muchard
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Michael Anthony Douglass
Registered Affiliation(s):FSP ADVISORS, INC.
Margaret Mary Whelehan
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Susan J Nieznanski
Registered Affiliation(s):LPL FINANCIAL LLC
Reo Bennett Alderman
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Megan E Burke
Registered Affiliation(s):LPL FINANCIAL LLC
Keith Allin Baier
Registered Affiliation(s):MOORS & CABOT, INC.
Jeremy Peder Krog
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Colin J Young
Registered Affiliation(s):SAGE, RUTTY & CO., INC.
Suzanne Margaret Plain-ward
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Theresa Clare Kenyon
Registered Affiliation(s):MORGAN STANLEY
Ann Marie Clar
Registered Affiliation(s):MORGAN STANLEY
Barbara B Schirmer
Registered Affiliation(s):MORGAN STANLEY
Mary Abraham
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nicholas J Tagliarino
Registered Affiliation(s):MORGAN STANLEY
Betsy Ann Foss
Registered Affiliation(s):MORGAN STANLEY
Jennifer Marie Balazs
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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