Financial advisors in Rochester, NY

934 match · page 1 of 32

Aaron Randisi
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Aaron Young
Financial advisor at Sage, Rutty & Co., Inc.
Sage, Rutty & Co., Inc. · $3.46B AUM
CFP®VerifiedFinancial planning
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Adam Magee
Financial advisor at Whitney & Company
Whitney & Company · $1.49B AUM
CFP®VerifiedFinancial planning
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Adam Morgan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Alan Dana
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Alexander Jordan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Alexandra Cobb
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Allison Shuler
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Andrew Schuler
Financial advisor at Prentice Wealth Management LLC
Prentice Wealth Management LLC · $567.5M AUM
CFP®VerifiedFinancial planning
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Anthony Vaccaro
Financial advisor at Prentice Wealth Management LLC
Prentice Wealth Management LLC · $567.5M AUM
CFP®VerifiedFinancial planning
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Ashley Sullivan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Barbara Bensink
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Barbara Fraser
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Brendan Ercole
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Brennan Redmond
Financial advisor at Sage, Rutty & Co., Inc.
Sage, Rutty & Co., Inc. · $3.46B AUM
CFP®VerifiedFinancial planning
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Brian Carr
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Brian Kelly
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
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Brittany Bieger
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Bryan Gray
Financial advisor at Oak Crest Advisory, LLC
Oak Crest Advisory, LLC · $90.2M AUM
CFP®VerifiedFinancial planning
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Bryce Carey
Financial advisor at Northlanding Financial Partners, LLC
Northlanding Financial Partners, LLC · $152.2M AUM
CFP®VerifiedFinancial planning
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Caleb Harris
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Catherine Gueli
Financial advisor at Novem Group
Novem Group · $1.72B AUM
CFP®VerifiedFinancial planning
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Charles Little
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Charles Sawyer
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Christina Larkin
Financial advisor at Seneca Financial Advisors LLC
Seneca Financial Advisors LLC · $847.2M AUM
CFP®VerifiedFinancial planning
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Christopher Corea
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Christopher Haigh
Financial advisor at Iconoclastic Capital Management LLC
Iconoclastic Capital Management LLC · $68.2M AUM
CFP®VerifiedFinancial planning
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Colin Desrosiers
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Connor Holly
Financial advisor at Sage, Rutty & Co., Inc.
Sage, Rutty & Co., Inc. · $3.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Jackson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B 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.

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Financial advisors in Rochester, NY.

How this list works

Before you hire an advisor in Rochester, NY