Top 10 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 Rochester1. Cobblestone Capital Advisors, LLC
Assets under management
$2,203,818,380
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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)
Selection Of Other Advisers
2. Howe And Rusling, Inc.
Assets under management
$1,455,147,998
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Consulting
3. Forte Capital LLC
Assets under management
$1,271,137,970
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Investment Consulting Services
4. Novem Group
Assets under management
$822,046,318
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
5. Whitney & Company
Assets under management
$779,522,459
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Sage, Rutty & Co., Inc.
Assets under management
$752,509,455
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. The Waterford Group, LLC
Assets under management
$627,426,110
Fee structure
A percentage of assets under your management
Services offered
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)
8. Seneca Financial Advisors LLC
Assets under management
$535,363,140
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Selection Of Other Advisers
9. High Falls Advisors, Inc.
Assets under management
$451,421,521
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Ashton Thomas Securities, LLC
Assets under management
$300,866,360
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Your first meeting is free.