Financial Advisors in Rochester, New York

Cobblestone Capital Advisors is a well-established investment advisory firm founded in 1986 and headquartered in Rochester. They work with clients in Rochester and specialize in investment management, wealth management, private investments, and family office services. With over $2 billion in assets under management and a team of professionals dedicated to serving their clients' needs, Cobblestone takes a multifaceted, goals-based approach to help individuals, families, and institutions build, preserve, and grow their wealth.

We chose Sage Rutty & Company, Inc. as a top advisor in Rochester because it's the oldest locally-owned financial services firm in the city, founded in 1915. With a century-long history, they specialize in estate planning, financial planning, and Medicare insurance planning. As a family-focused business, they prioritize trustworthiness and conservatism, and their team of independent advisors offer tailored services based on each client's unique needs and investment philosophy.

If you need a boutique advisor service, Howe & Rusling, Inc. is a seasoned and woman-owned registered investment advisor founded in 1930. They specialize in wealth and investment management in Rochester, offering services to various clients, including individuals, corporations, non-profit organizations, and self-insurance trusts. Their investment philosophy focuses on high-quality assets, employing stocks, bonds, and ETFs to create portfolios that align with clients' values and prioritize long-term outperformance.

Forté Capital LLC is one of the best advisors in Rochester because they specialize in providing comprehensive financial services to clients in the area, including wealth management and 401(k) plan management. As a wealth management firm founded in 1996 and a fiduciary, Forté Capital prioritizes its clients' interests, ensuring a trusted and dedicated relationship focused on financial success.

We selected the Novem Group as a top financial advisor in Rochester because of their client-focused approach and strong track record of success. Founded in 1994 and headquartered in Rochester, they specialize in retirement planning, estate planning, and asset management, catering to clients in the area. The Novem Group is known for its ability to customize solutions and stay at the forefront of the investment industry through continuous investment in people, technology, and processes.

Whitney & Company, founded in 1975 and headquartered in Rochester, is an independent registered investment advisor (RIA) prioritizing long-term client relationships. Their comprehensive services include 401(k) consulting, investment management, and wealth planning, with a team of experienced professionals boasting a cumulative experience of 125 years. They offer tailored investment portfolios and excel in retirement planning, providing simplicity and confidence for employers and employees alike.

Seneca Financial Advisors is an independent registered investment advisor (RIA) in Rochester. Established in 2010, they specialize in financial planning, investment management, estate planning, education planning, healthcare planning, employee benefits planning, tax planning and compliance, and retirement planning. Committed to personalized service, they work with a diverse range of clients, including affluent individuals, corporate executives, retirees, and multi-generational families. They provide tailored advice and guidance to help them grow, manage, and safeguard their wealth.

High Falls Advisors, Inc. is a Rochester-based financial advisor company founded in 2008. They specialize in financial planning, portfolio management, income tax planning and preparation, and offer comprehensive services tailored to individual financial goals. With a personalized approach and a team of industry experts, they prioritize their clients' best interests and provide complete financial solutions.

Excel Securities & Associates, Inc. is a family-owned financial firm that has been in operation since 1978. Based in Rochester, they specialize in portfolio management, financial planning, retirement planning, and retirement plans. They are known for their personalized service, commitment to core values, and strategic partnerships with respected mutual fund and insurance companies.