🤫 Directory · consent-first

Near 14607. Rochester.

24 financial advisors & firms and 0 insurance agents verified near Rochester, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 14607

Engleson & Associates0 mi

RIA firm · Rochester, NY 14607 · Registered investment adviser · $114M AUM

CRD 126349 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

John C. Saunders, C.P.A., P.C.0 mi

RIA firm · Rochester, NY 14607 · Registered investment adviser · $2M AUM

CRD 170706 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Layline Advisors0 mi

RIA firm · Rochester, NY 14607 · Registered investment adviser · $131M AUM

CRD 285136 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Iconoclastic Capital Management LLC0 mi

RIA firm · Rochester, NY 14607 · Registered investment adviser · $68M AUM

CRD 310132 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

High Falls Advisors, INC.1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser · $695M AUM

CRD 108678 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hayes Asset Management, LLC1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser · $117M AUM

CRD 141220 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Seneca Financial Advisors LLC1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser · $847M AUM

CRD 152824 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Elevation Investment Consulting1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser · $61M AUM

CRD 157054 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Efpr Wealth Advisors, LLC1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser

CRD 316165 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Boyd Capital1.5 mi

RIA firm · Rochester, NY 14614 · Registered investment adviser · $168M AUM

CRD 312070 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Howe and Rusling, INC.1.8 mi

RIA firm · Rochester, NY 14620 · Registered investment adviser · $2.4B AUM

CRD 104627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Brighton Securities Corp.3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser · $931M AUM

CRD 3875 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ashton Thomas Securities, LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser · $1.9B AUM

CRD 16629 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fien Capital Management, LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser · $138M AUM

CRD 114951 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dkcb Financial Advisors, LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 126493 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Davie Kaplan Wealth Care Advisors, LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 140436 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Linden Financial Consultants, LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 168676 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

First Main Capital3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser · $1M AUM

CRD 319246 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Peartree Advisory3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 335723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gorges Capital Management LLC3 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 342494 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Whitney & Company4.1 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $1.5B AUM

CRD 117307 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Indiano Capital Management4.1 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $254M AUM

CRD 122620 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Barrett Wealth Management4.1 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $22M AUM

CRD 125550 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Designs4.1 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser

CRD 125617 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Rochester, NY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 14607. Rochester.

24 financial advisors & firms and 0 insurance agents verified near Rochester, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person