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
Kevin George Conlon
Registered Affiliation(s):KEVIN G. CONLON, CPA, PC
Jared Haims
Registered Affiliation(s):COOPER/HAIMS ADVISORS, LLC
Brian Scott Roes
Registered Affiliation(s):COOPER/HAIMS ADVISORS, LLC
Daniel Henry Vaneenwyk
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Melissa Jean Delforte
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
John M Powers
Registered Affiliation(s):MORGAN STANLEY
Timothy Michael O'shea
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Peter Shaw O'keefe
Registered Affiliation(s):O'KEEFE STEVENS ADVISORY, INC.
Daniel Norris Jones
Registered Affiliation(s):COOPER/HAIMS ADVISORS, LLC
Jason James Mosher
Registered Affiliation(s):KALOS MANAGEMENT
Janet Mary Meister
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leslie Robert Medall
Registered Affiliation(s):AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
Alex Zazubec
Registered Affiliation(s):HIGHLAND WEALTH ADVISORY LLC
Jeffrey Martin Scherrer
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Robert Edward Ochs
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Jenny Lee Leach
Registered Affiliation(s):BRIGHTON SECURITIES CORP.
Mark Thomas Buscher
Registered Affiliation(s):MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Jason Mangione
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daniel Carmello Cuccia
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Jarrett Keith Felton
Registered Affiliation(s):STRATOS WEALTH ADVISORS LLC
Dakila Arce Gorman
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Denise K Ash
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.
Jeffrey Reed Wagner
Registered Affiliation(s):LVW ADVISORS, LLC
Brian Joseph Imrich
Registered Affiliation(s):GPS FINANCIAL, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
