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:
SAGE, RUTTY & CO., INC.
CRD#: 3254
Address: 100 Corporate Woods Suite 300, Rochester, NY 14623
Clients: 6,392
In Business for: 88 Years
Average Clients per Advisor: 182
AUM: $ 3.0B
Disclosures: 7
COBBLESTONE CAPITAL ADVISORS, LLC
CRD#: 108023
Address: 500 Linden Oaks Suite 210, Rochester, NY 14625
Clients: 922
Average Clients per Advisor: 40
AUM: $ 2.9B
HOWE AND RUSLING, INC.
CRD#: 104627
Address: 165 Culver Rd Suite 100, Rochester, NY 14620
Clients: 693
Average Clients per Advisor: 40
AUM: $ 2.0B
ASHTON THOMAS SECURITIES, LLC
CRD#: 16629
Address: 200 Canal View Blvd. Suite 204, Rochester, NY 14623
Clients: 2,599
In Business for: 1 Years
Average Clients per Advisor: 54
AUM: $ 1.7B
Disclosures: 6
NOVEM GROUP
CRD#: 158964
Address: 350 Linden Oaks Suite 140, Rochester, NY 14625
Clients: 3,097
Average Clients per Advisor: 61
AUM: $ 1.4B
WHITNEY & COMPANY
CRD#: 117307
Address: 959 Panorama Trail S Suite 190, Rochester, NY 14625
Clients: 501
Average Clients per Advisor: 62
AUM: $ 1.2B
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
Mark Oconnell Downey II
Mark Angelo Palazzolo
Jeff D. Wolk
Kathleen Mary Titus
Paul R Stack
Jeffrey Robert Sharman
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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