RIAs in Rochester, NY
41 RIAs based in Rochester, New York managing a combined $10.3B.
Stone Oak Capital LLC
RIARochester, NY
AUM $33.7MTEAM 2REPS 2
Barrett Wealth Management
RIARochester, NY
AUM $21.8MTEAM 1REPS 1
Fiduciary First Advising, LLC
RIARochester, NY
AUM $19.7MTEAM 1REPS 1
Wealth Strategies & Solutions, Ltd.
RIARochester, NY
AUM $16.6MTEAM 1REPS 1
Highroad Wealth Advisers, LLC
RIARochester, NY
AUM $15.8MTEAM 1REPS 1
Castle Advisors Group, LLC
RIARochester, NY
AUM $4MTEAM 2REPS 2
John C. Saunders, C.P.A., P.C.
RIARochester, NY
AUM $2.2MTEAM 1REPS 1
First Main Capital
RIARochester, NY
AUM $1.4MTEAM 1REPS 1
Gorges Capital Management LLC
RIARochester, NY
AUM —TEAM 1REPS 1
Peartree Advisory
RIARochester, NY
AUM —TEAM 1REPS 1
Linden Financial Consultants, LLC
RIARochester, NY
AUM —TEAM 1REPS 2
Davie Kaplan Wealth Care Advisors, LLC
RIARochester, NY
AUM —TEAM 16REPS 16
Highland Wealth Advisory LLC
RIARochester, NY
AUM —TEAM 1REPS 1
DKCB Financial Advisors, LLC
RIARochester, NY
AUM —TEAM 14REPS 15
Kevin G. Conlon, Cpa, Pc
RIARochester, NY
AUM —TEAM 1REPS 1
Capital Designs
RIARochester, NY
AUM —TEAM 1REPS 1
Efpr Wealth Advisors, LLC
RIARochester, NY
AUM —TEAM 2REPS 2
Other cities in New York
FINTRX platform
Need contacts and allocation intelligence for these firms?