Investment advisers in Rochester, NY

26 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

Firm	Assets	Employees	Disclosures
Sage, Rutty & Co., Inc.	$3.46 billion	36	0
Howe and Rusling, Inc.	$2.44 billion	26	0
Ashton Thomas Securities, LLC	$1.86 billion	46	0
Novem Group	$1.72 billion	52	0
Whitney & Company	$1.49 billion	12	0
Brighton Securities Corp.	$931.0 million	26	7
Seneca Financial Advisors LLC	$847.2 million	19	0
High Falls Advisors, Inc.	$694.7 million	17	0
Prentice Wealth Management LLC	$567.5 million	14	0
Rise Advisors, LLC	$441.2 million	9	0
Lifemark Securities Corp.	$424.9 million	78	10
Indiano Capital Management	$253.8 million	2	0
Boyd Capital	$168.3 million	3	0
W & S Management Services, Inc.	$166.0 million	4	0
Northlanding Financial Partners, LLC	$152.2 million	2	0
Core Alpha, Inc.	$146.1 million	3	0
Fien Capital Management, LLC	$137.7 million	2	0
Layline Advisors	$131.3 million	4	0
Hayes Asset Management, LLC	$116.6 million	4	0
Engleson & Associates	$114.5 million	4	0
Fama Fiduciary Wealth LLC	$99.9 million	1	0
Oak Crest Advisory, LLC	$90.2 million	3	0
Rochester Investments	$69.5 million	1	0
Iconoclastic Capital Management LLC	$68.2 million	5	0
Wgs Management Services, Inc	$41.6 million	1	0
Stone Oak Capital LLC	$33.7 million	2	1