Best Financial Advisors in ROCHESTER, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ROCHESTER
Page 1 of 2 · 26 firms
NOVEM GROUP
ROCHESTER, NY · Since 2011
HIGH FALLS ADVISORS, INC.
ROCHESTER, NY · Since 1989
INDIANO CAPITAL MANAGEMENT
ROCHESTER, NY · Since 2006
W & S MANAGEMENT SERVICES, INC.
ROCHESTER, NY · Since 2008
HAYES ASSET MANAGEMENT, LLC
ROCHESTER, NY · Since 2006
FAMA FIDUCIARY WEALTH LLC
ROCHESTER, NY · Since 2013
ROCHESTER INVESTMENTS
ROCHESTER, NY · Since 2020
BOYD CAPITAL
ROCHESTER, NY · Since 2021
CORE ALPHA, INC.
ROCHESTER, NY · Since 2020
LAYLINE ADVISORS
ROCHESTER, NY · Since 2019
WGS MANAGEMENT SERVICES, INC
ROCHESTER, NY · Since 2026
ICONOCLASTIC CAPITAL MANAGEMENT LLC
ROCHESTER, NY · Since 2025
STONE OAK CAPITAL LLC
ROCHESTER, NY · Since 2026
HOWE AND RUSLING, INC.
ROCHESTER, NY
WHITNEY & COMPANY
ROCHESTER, NY · Since 2001
SENECA FINANCIAL ADVISORS LLC
ROCHESTER, NY · Since 2010
FIEN CAPITAL MANAGEMENT, LLC
ROCHESTER, NY · Since 2001
ENGLESON & ASSOCIATES
ROCHESTER, NY · Since 2008
PRENTICE WEALTH MANAGEMENT LLC
ROCHESTER, NY · Since 2012
NORTHLANDING FINANCIAL PARTNERS, LLC
ROCHESTER, NY · Since 2013
RISE ADVISORS, LLC
ROCHESTER, NY · Since 2020
OAK CREST ADVISORY, LLC
ROCHESTER, NY · Since 2022
ASHTON THOMAS SECURITIES, LLC
ROCHESTER, NY · Since 2008
SAGE, RUTTY & CO., INC.
ROCHESTER, NY · Since 1990
BRIGHTON SECURITIES CORP.
ROCHESTER, NY · Since 2003
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ROCHESTER?
The median advisory fee in ROCHESTER, NY is 0.95% of assets under management per year, based on Form ADV filings from 26 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.