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Top Financial Advisors in Rochester

Filter
  • CDR# 150333
    $349,862,307
    268
    • Financial planning services
  • $119,424,984
    659
    • Financial planning services
  • CDR# 158964
    $599,274,686
    1,415
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $205,000,000
    724
    • Financial planning services
    • Pension consulting services
  • CDR# 109941
    $797,784,647
    528
    • Financial planning services
  • $391,884,930
    936
    • Financial planning services
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $266,983,192
    513
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $233,160,382
    189
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $1,177,821,484
    532
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • CONSULTING
  • $1,086,905,156
    3,483
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters

To determine the top financial advisors in Rochester we poured through all SEC registered advisory firms who have an office in Rochester. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

HNP CAPITAL LLC

CDR# 150333
$349,862,307
268
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
100 CHESTNUT ST., 15TH FLOOR
ROCHESTER NY, 14607
585-461-6085

$349,862,307
268
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

LIFEMARK SECURITIES CORP.

CDR# 16204
$119,424,984
659
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
400 WEST METRO FINANCIAL CENTER
ROCHESTER NY, 14623
585-424-5672

$119,424,984
659
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

NOVEM GROUP

CDR# 158964
$599,274,686
1,415
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
350 LINDEN OAKS SUITE 140
ROCHESTER NY, 14625
585-348-9525

$599,274,686
1,415
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

EXCEL SECURITIES & ASSOCIATES,INC.

CDR# 16629
$205,000,000
724
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
200 CANAL VIEW BLVD. SUITE 204
ROCHESTER NY, 14623
585-424-1234

$205,000,000
724
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management

FORTE CAPITAL LLC

CDR# 109941
$797,784,647
528
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
400 LINDEN OAKS SUITE 310
ROCHESTER NY, 14625
585-586-8100

$797,784,647
528
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

HIGH FALLS ADVISORS, INC.

CDR# 108678
$391,884,930
936
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
180 SOUTH CLINTON AVE SUITE 300
ROCHESTER NY, 14604
585-935-5300

$391,884,930
936
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

NORTHLANDING FINANCIAL PARTNERS, LLC

CDR# 167055
$266,983,192
513
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
90 LINDEN OAKS SUITE 220
ROCHESTER NY, 14625
585-497-5000

$266,983,192
513
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MIRSKY FINANCIAL MANAGEMENT CORP.

CDR# 166061
$233,160,382
189
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
130C LINDEN OAKS
ROCHESTER NY, 14625
(585) 264-1658

$233,160,382
189
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

HOWE AND RUSLING, INC.

CDR# 104627
$1,177,821,484
532
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
120 EAST AVE
ROCHESTER NY, 14604
585-325-4140

$1,177,821,484
532
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

SAGE, RUTTY & CO., INC.

CDR# 3254
$1,086,905,156
3,483
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
100 CORPORATE WOODS SUITE 300
ROCHESTER NY, 14623
585-232-3760

$1,086,905,156
3,483
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)