Top advisors in Rochester
We’ve curated a list of the best financial advisors in Rochester, take a look at it below
Find an advisor in Rochester| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $6,498,273,358 | 37 advisors | ||
| 2 | $295,234,856 | 39 advisors |
How we came up with this list
To generate our top financial advisors list in Rochester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Clarkston Capital Partners, LLC
Assets under management
$6,498,273,358
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Cpr Investments Inc
Assets under management
$295,234,856
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.