Financial advisers in Rochester, NY
26 registered investment adviser firms in Rochester managing $16.6B in assets, based on public SEC Form ADV filings.
Sage, Rutty & Co., INC.
Rochester, NY · Est. 1990
- AUM
- $3.5B
- Per adviser
- $105M
- Advisers
- 33
No reported disclosures
Howe And Rusling, INC.
Rochester, NY · Est. 1941
- AUM
- $2.4B
- Per adviser
- $143M
- Advisers
- 17
No reported disclosures
Ashton Thomas Securities, LLC
Rochester, NY · Est. 2008
- AUM
- $1.9B
- Per adviser
- $72M
- Advisers
- 26
No reported disclosures
Novem Group
Rochester, NY · Est. 2011
- AUM
- $1.7B
- Per adviser
- $34M
- Advisers
- 50
No reported disclosures
Whitney & Company
Rochester, NY · Est. 2001
- AUM
- $1.5B
- Per adviser
- $186M
- Advisers
- 8
No reported disclosures
Brighton Securities Corp.
Rochester, NY · Est. 2003
- AUM
- $931M
- Per adviser
- $44M
- Advisers
- 21
Seneca Financial Advisors LLC
Rochester, NY · Est. 2010
- AUM
- $847M
- Per adviser
- $169M
- Advisers
- 5
No reported disclosures
High Falls Advisors, INC.
Rochester, NY · Est. 1989
- AUM
- $695M
- Per adviser
- $99M
- Advisers
- 7
No reported disclosures
Prentice Wealth Management LLC
Rochester, NY · Est. 2012
- AUM
- $568M
- Per adviser
- $142M
- Advisers
- 4
No reported disclosures
Rise Advisors, LLC
Rochester, NY · Est. 2020
- AUM
- $441M
- Per adviser
- $63M
- Advisers
- 7
No reported disclosures
Lifemark Securities Corp.
Rochester, NY · Est. 2007
- AUM
- $425M
- Per adviser
- $5M
- Advisers
- 78
Indiano Capital Management
Rochester, NY · Est. 2006
- AUM
- $254M
- Per adviser
- $127M
- Advisers
- 2
No reported disclosures
Boyd Capital
Rochester, NY · Est. 2021
- AUM
- $168M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures
W & S Management Services, INC.
Rochester, NY · Est. 2008
- AUM
- $166M
- Per adviser
- $42M
- Advisers
- 4
No reported disclosures
Northlanding Financial Partners, LLC
Rochester, NY · Est. 2013
- AUM
- $152M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Core Alpha, INC.
Rochester, NY · Est. 2020
- AUM
- $146M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Fien Capital Management, LLC
Rochester, NY · Est. 2001
- AUM
- $138M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Layline Advisors
Rochester, NY · Est. 2019
- AUM
- $131M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures
Hayes Asset Management, LLC
Rochester, NY · Est. 2006
- AUM
- $117M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
Engleson & Associates
Rochester, NY · Est. 2008
- AUM
- $114M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
Fama Fiduciary Wealth LLC
Rochester, NY · Est. 2013
- AUM
- $100M
- Per adviser
- $100M
- Advisers
- 1
No reported disclosures
Oak Crest Advisory, LLC
Rochester, NY · Est. 2022
- AUM
- $90M
- Per adviser
- $30M
- Advisers
- 3
No reported disclosures
Rochester Investments
Rochester, NY · Est. 2020
- AUM
- $70M
- Per adviser
- $70M
- Advisers
- 1
No reported disclosures
Iconoclastic Capital Management LLC
Rochester, NY · Est. 2025
- AUM
- $68M
- Per adviser
- $23M
- Advisers
- 3
No reported disclosures
Wgs Management Services, INC
Rochester, NY · Est. 2026
- AUM
- $42M
- Per adviser
- $42M
- Advisers
- 1
No reported disclosures
Stone Oak Capital LLC
Rochester, NY · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2