Falists

New York · 47 advisers

Financial Advisors in Rochester, New York

Looking for a financial advisor in Rochester, New York? Falists indexes 47 SEC-registered and state-registered investment advisers in Rochester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 34 firms list a website you can visit directly. Firms in this directory manage up to $3.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

47

With website

34

Largest AUM

$3.46B

Financial planning

33

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth37Planning33Trusts34Retirement13Institutional15

Top advisors in Rochester

Ranked by AUM · Fees, team & specialties at a glance

View all 47 →

NOVEM GROUP

Rochester, NY

AUM

$1.72B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

50 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

585-348-9525

Full profileVisit site →

BOYD CAPITAL

Rochester, NY

AUM

$168.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

585-269-8511

Full profileVisit site →
View all 47 advisors in Rochester

More cities in New York

New York (2,642)Brooklyn (62)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Rochester, New York?
47 registered investment advisers are listed in our Rochester directory, sourced from public SEC filings.
What types of advisors are in Rochester?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Rochester?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.