🤫 Directory · consent-first

Near 14623. 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 14623

Sage, Rutty & CO., INC.0 mi

RIA firm · Rochester, NY 14623 · Registered investment adviser · $3.5B AUM

CRD 3254 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lifemark Securities Corp.0 mi

RIA firm · Rochester, NY 14623 · Registered investment adviser · $425M AUM

CRD 16204 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fama Fiduciary Wealth LLC0 mi

RIA firm · Rochester, NY 14623 · Registered investment adviser · $100M AUM

CRD 125627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fsp Advisors, INC.0 mi

RIA firm · Rochester, NY 14623 · Registered investment adviser · $33M AUM

CRD 158482 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealth Strategies & Solutions, LTD.0 mi

RIA firm · Rochester, NY 14623 · Registered investment adviser · $17M AUM

CRD 297130 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Howe and Rusling, INC.3.4 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

Horizon Financial4 mi

RIA firm · West Henrietta, NY 14586 · Registered investment adviser · $510M AUM

CRD 305239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Brighton Securities Corp.4.8 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, LLC4.8 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, LLC4.8 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, LLC4.8 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, LLC4.8 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, LLC4.8 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 Capital4.8 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 Advisory4.8 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 LLC4.8 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 342494 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Boyd Capital5 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

High Falls Advisors, INC.5.1 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, LLC5.1 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 LLC5.1 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 Consulting5.1 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, LLC5.1 mi

RIA firm · Rochester, NY 14604 · Registered investment adviser

CRD 316165 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Engleson & Associates5.2 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.5.2 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

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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 14623. 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