Financial advisors in Rochester, NY

990 advisors · page 3 of 33

Jessica Millan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Derbin
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Tubridy
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Wade
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Gorom
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Smith
Financial advisor at Ashton Thomas Private Wealth
Ashton Thomas Private Wealth · $6.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Eich
Financial advisor at Howe and Rusling, Inc.
Howe and Rusling, Inc. · $2.44B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Barcellona
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Lambert
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Tomko
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julianna Lauricella
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Ferron
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Stevens
Financial advisor at O'keefe Stevens Advisory, Inc.
O'keefe Stevens Advisory, Inc. · $585.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katharine Bressington
Financial advisor at Linden Financial Consultants, LLC
Linden Financial Consultants, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Castro
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Kubiak-Rizzone
Financial advisor at About Time Financial Planning
About Time Financial Planning · $20.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Bock
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Garden
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Roe
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kim Nugent
Financial advisor at Sage, Rutty & Co., Inc.
Sage, Rutty & Co., Inc. · $3.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristina Chan Sickmond
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Rabinowitz
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leah Granger
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucas Stuart
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret Jeffries
Financial advisor at Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC · $17.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Jones
Financial advisor at Rise Advisors, LLC
Rise Advisors, LLC · $441.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Stone
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Fairchild
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mathew Hill
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Prok
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Rochester, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Rochester, NY.

How this list works

Before you hire an advisor in Rochester, NY