Find a Financial Advisor in Rochester, NY

 

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We did the hard work of finding trustworthy partners in Rochester, NY.

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We Only Work With The Best Rochester Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Rochester, NY


  • Financial Advisor Close to Rochester, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Rochester, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rochester, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Rochester financial advisors.
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How Retirement-Friendly is Rochester, NY?

  • Population: 206,848
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $87,600
  • Average Monthly Housing Cost: $849
  • Average Household Income: $52,116
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Rochester, NY

 

COBBLESTONE CAPITAL ADVISORS, LLC

Website

(585) 473-3333

500 Linden Oaks
Suite 210
Rochester, NY 14625

SEC#: 801-55482
Years in Business: 23 years

MENDON CAPITAL ADVISORS CORP

Website

(585) 770-1770

150 Allens Creek Road

Rochester, NY 14618

SEC#: 801-56497
Years in Business: 22 years

GILBERT FINANCIAL, LLC

Website

(585) 241-3150

200 Canal View Blvd.
Suite 204
Rochester, NY 14623

SEC#: 801-77806
Years in Business: 8 years

ACHIEVE WEALTH PARTNERS LLC

Website

(585) 586-8100

400 Linden Oaks
Suite 310
Rochester, NY 14625

SEC#: 801-114146
Years in Business: 3 years

APEX ADVISERS, LLC

Website

(585) 383-5540

70 Linden Oaks

Rochester, NY 14625

SEC#: 801-78007
Years in Business: 8 years

WESTMINSTER CONSULTING

Website

(585) 246-3750

11 Centre Park - Suite 303

Rochester, NY 14614

SEC#: 801-109966
Years in Business: 4 years

HAYES ASSET MANAGEMENT, LLC

Website

(585) 730-6951

400 Andrews Street, Suite 600

Rochester, NY 14604

SEC#: 801-67003
Years in Business: 15 years

BRIGHTON SECURITIES CORP.

Website

(585) 473-3590

1703 Monroe Avenue

Rochester, NY 14618

SEC#: 801-62276
Years in Business: 18 years

WEALTH MANAGEMENT GROUP

Website

(585) 241-5900

2000 Winton Rd. So.
Building 4A Suite 206
Rochester, NY 14618

SEC#: 801-116892
Years in Business: 2 years

 


Rochester, NY Financial Advisor FAQs

These professional advisors give advice on how best to invest your funds, as well as ways in which you may build your portfolio so as to plan for unforeseen events such as retirement, unexpected inheritance, medical expenses and education expenses. This is especially true now that the current market is so unpredictable.
The modern financial advisor provides clients with guidance, expertise, and counseling on how to make the most of their money.
Financial advisors have different models, which can range from a fee for service model to a commission-based model.
Make sure the advisor understands the level of risk tolerance in order for them to recommend appropriate investments for your portfolio. Choose someone you can connect with easily.