🤫 Directory · consent-first

Near 14625. 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 14625

Whitney & Company0 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 Management0 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 Management0 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 Designs0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser

CRD 125617 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Highroad Wealth Advisers, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $16M AUM

CRD 149362 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Highland Wealth Advisory LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser

CRD 154031 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Novem Group0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $1.7B AUM

CRD 158964 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Prentice Wealth Management LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $568M AUM

CRD 160052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northlanding Financial Partners, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $152M AUM

CRD 167055 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Castle Advisors Group, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $4M AUM

CRD 299340 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Oak Crest Advisory, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $90M AUM

CRD 304255 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rise Advisors, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $441M AUM

CRD 309760 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fiduciary First Advising, LLC0 mi

RIA firm · Rochester, NY 14625 · Registered investment adviser · $20M AUM

CRD 317659 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Brighton Securities Corp.3.5 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, LLC3.5 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, LLC3.5 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, LLC3.5 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, LLC3.5 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, LLC3.5 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 Capital3.5 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 Advisory3.5 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 LLC3.5 mi

RIA firm · Rochester, NY 14618 · Registered investment adviser

CRD 342494 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Engleson & Associates4.1 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.4.1 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 14625. 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