Home
Sign In
Guide > Wealth management firms in New York > Wealth management firms in Rochester

Top 30 Best Wealth management firms in Rochester, New York

120 results found

Search for local businesses, places and services near you

Choose your location:
New York
  • United States
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming
  • Australia
  • France
  • Germany
  • Ireland
  • Italy
  • New Zealand
  • Poland
  • Spain
  • Ukraine
  • United Kingdom
View Map
  • 1
  • 2
  • 3
  • 4
  • 5 54
    #1

    Iconoclastic Capital Management

    ● Closed
    17 Prince St, Rochester, NY 14607, United States
    585-504-1616
    iconocapital.com

    Iconoclastic Capital Management is a dynamic and innovative finance institution located at 17 Prince Street in Rochester, New York.

    Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607, USA Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607, USA Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607, USA
    Financial Service
    Details
  • 5 38
    #2

    Rochester Financial Services

    ● Closed
    4 Old Brick Cir, Pittsford, NY 14534, United States
    585-442-7580
    rochesterfinancial.com

    Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

    Photo of Rochester Financial Services - 4 Old Brick Circle, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #3

    Fairpoint Wealth Partners, Inc.

    ● Closed
    1882 S Winton Rd Suite 7, Rochester, NY 14618, United States
    585-450-3070
    fairpointwealthpartners.com

    Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family.

    Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • 5 2
    #4

    Whitney & Company Wealth Management

    ● Closed
    959 Panorama Trail S #190, Rochester, NY 14625, United States
    585-232-6200
    whitneyandcompany.com

    Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States.

    Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #5

    Mirsky Financial Management Corporation

    ● Closed
    130c Linden Oaks, Rochester, NY 14625, United States
    585-264-1658
    mirskyfinancial.com

    Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport.

    Financial Service
    Details
  • 5 1
    #6

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

    ● Closed
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    585-461-2280
    ameripriseadvisors.com

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

    Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 4.9 12
    #7

    DB Wealth Enterprises LLC

    ● Open
    250 Mill St, Rochester, NY 14614, United States
    585-431-6008
    bit.ly

    DB Wealth Enterprises LLC is a finance and real estate agency located at 250 Mill Street in Rochester, New York. Our team of experts is dedicated to helping clients achieve their financial goals and make smart real estate investments.

    Photo of DB Wealth Enterprises LLC - 250 Mill Street, Rochester, NY 14614, USA Photo of DB Wealth Enterprises LLC - 250 Mill Street, Rochester, NY 14614, USA
    Financial Service Real Estate Agent
    Details
  • 4.7 6
    #8

    Echelon Wealth Advisors, LLC

    ● Closed
    1441 Monroe Ave, Rochester, NY 14618, United States
    585-381-1861
    echelonwa.com

    Echelon Wealth Advisors, LLC, located at 1441 Monroe Avenue in Rochester, New York, is a finance and insurance agency that has recently merged with Naviter Wealth.

    Financial Service Insurance Agency
    Details
  • 4 2
    #9

    Sullivan & Associates Wealth Management

    ● Closed
    572 Titus Ave d, Rochester, NY 14617, United States
    585-266-7210
    sullivanandassociates.wfadv.com

    Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence.

    Financial Service
    Details
  • 4 1
    #10

    RBC Wealth Management Branch - Rochester, NY

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2150
    us.rbcwealthmanagement.com

    RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks.

    Financial Service
    Details
  • 3.7 6
    #11

    Rochester Wealth Management Group

    ● Closed
    706 East Ave Unit 300, Rochester, NY 14607, United States
    585-325-1040
    rochesterwm.com

    Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States.

    Financial Service
    Details
  • 1 1
    #12

    L & M Wealth Management

    ● Closed
    1840 S Winton Rd, Rochester, NY 14618, United States
    585-244-9630
    lmfs.net

    L & M Wealth Management is a leading financial institution located at 1840 South Winton Road in Rochester, New York, United States.

    Financial Service
    Details
  • 1 1
    #13

    Osborn Reed & Burke, LLP Law Firm

    ● Closed
    120 Allens Creek Rd, Rochester, NY 14618, United States
    585-454-6480
    orblaw.com

    Osborn Reed & Burke, LLP Law Firm is a prestigious legal institution located at 120 Allens Creek Road in Rochester, New York, United States.

    Details
  • #14

    LeClairRyan - Rochester, NY

    ● Closed
    70 Linden Oaks Suite 210, Rochester, NY 14610, United States
    585-270-2100

    LeClairRyan in Rochester, NY is a prestigious institution located at 70 Linden Oaks, offering top-notch services in accounting, finance, and legal matters.

    Accounting Service Financial Service Legal Service
    Details
  • #15

    W&S Management Services, Inc.

    ● Closed
    470 Long Pond Rd # 200, Rochester, NY 14612, United States
    585-720-9970
    wandsmgmt.com

    W&S Management Services, Inc. is a finance institution located at 470 Long Pond Road in Rochester, New York, United States. We specialize in providing top-notch financial management services to individuals and businesses alike.

    Financial Service
    Details
  • #16

    Hayes Asset Management LLC

    ● Open
    400 Andrews St, Rochester, NY 14604, United States
    585-730-6951
    hayesassetmgt.com

    Hayes Asset Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York.

    Financial Service
    Details
  • #17

    Generation Capital Management LLC

    ● Closed
    400 Andrews St # 720, Rochester, NY 14604, United States
    585-232-8560
    gencapmgmt.com

    Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York.

    Photo of Generation Capital Management LLC - 400 Andrews Street, Rochester, NY 14604, USA
    Financial Service
    Details
  • #18

    Prentice Wealth Management LLC

    ● Open
    693 East Ave #101, Rochester, NY 14607, United States
    585-360-2741
    prenticewealth.com

    Prentice Wealth Management LLC is a premier financial institution located at 693 East Avenue in Rochester, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future.

    Details
  • #19

    Core Wealth Management Group

    ● Closed
    29 Goodway Dr, Rochester, NY 14623, United States
    585-427-0850
    corewmg.com

    Core Wealth Management Group is a leading finance institution located at 29 Goodway Drive in Rochester, New York.

    Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623, USA Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623, USA Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623, USA
    Financial Service
    Details
  • #20

    True Focus Wealth Management Group LLC

    ● Closed
    1425 Jefferson Rd Suite 2A, Rochester, NY 14623, United States
    585-427-0210
    truefocuswmg.com

    True Focus Wealth Management Group LLC is a premier financial institution located at 1425 Jefferson Road in Rochester, New York.

    Photo of True Focus Wealth Management Group LLC - 1425 Jefferson Road, Rochester, NY 14623, USA Photo of True Focus Wealth Management Group LLC - 1425 Jefferson Road, Rochester, NY 14623, USA Photo of True Focus Wealth Management Group LLC - 1425 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #21

    Family Wealth & Legacy, LLC

    ● Closed
    200 Meridian Centre Blvd Suite 150, Rochester, NY 14618, United States
    585-350-7273
    familywealthandlegacy.com

    Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations.

    Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618, USA Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618, USA Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618, USA
    Financial Service
    Details
  • #22

    Mason Wealth Management LLC

    ● Closed
    3445 Winton Pl Suite 116, Rochester, NY 14623, United States
    585-697-9233
    masonwealthmanagement.net

    Mason Wealth Management LLC is a reputable finance institution located at 3445 Winton Place in Rochester, New York, United States.

    Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623, USA Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623, USA Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623, USA
    Financial Service
    Details
  • #23

    Lakeshore Wealth Partners of Raymond James

    ● Open
    100 Meridian Centre Blvd Ste 315, Rochester, NY 14618, United States
    585-274-5000
    raymondjames.com

    Lakeshore Wealth Partners of Raymond James is a finance institution located in Rochester, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future.

    Financial Service
    Details
  • #24

    Prentice Wealth Management LLC

    ● Closed
    1150 Penfield Rd, Rochester, NY 14625, United States
    585-218-0001
    prenticewealth.com

    Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York.

    Photo of Prentice Wealth Management LLC - 1150 Penfield Road, Rochester, NY 14625, USA
    Financial Service
    Details
  • #25

    Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    585-218-4543
    advisors.ubs.com

    Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #26

    Don DeVitto - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2127
    us.rbcwealthmanagement.com

    Don DeVitto - RBC Wealth Management Financial Advisor is a prestigious financial institution located in the heart of Rochester, New York.

    Financial Service
    Details
  • #27

    J. Curtis Wealth Advisory Services

    ● Open
    260 E Main St Suite 3400, Rochester, NY 14604, United States
    585-577-5855
    jcurtiswealthadvisory.com

    J. Curtis Wealth Advisory Services is a leading finance institution located at 260 East Main Street in Rochester, New York, United States.

    Financial Service
    Details
  • #28

    Focused Wealth Advisors

    ● Closed
    160 Allens Creek Rd #270, Rochester, NY 14618, United States
    585-381-2662
    focusedwealthadvisors.com

    Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York.

    Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • #29

    CNB Wealth Management

    ● Closed
    600 East Ave, Rochester, NY 14607, United States
    585-419-0670
    cnbank.com

    CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management.

    Automated Teller Bank, Credit Union Financial Service
    Details
  • #30

    Indiano Capital Management

    ● Open
    120 Linden Oaks #201, Rochester, NY 14625, United States
    585-248-9888
    indiano.com

    Indiano Capital Management is a finance institution located at 120 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • 1
  • 2
  • 3
  • 4

Nearby cities:

Albany Batavia Briarcliff Manor Buffalo East Rochester Lockport Pittsford Rochester

People also searched for:

Financial Consulting in Rochester Financial Advisor in Rochester Tax Advisor in Rochester Law Company in Rochester Lawyer in Rochester Immigration Lawyer in Rochester Tax Consultant in Rochester

More Categories:

Building Materials in Rochester Clothing Store in Rochester Pizza & Sushi in Rochester Auto Parts in Rochester Grocery Store in Rochester Hotel & Motel & Hostel in Rochester Notary & Lawyer in Rochester Cleaning Services in Rochester Finance & Loans in Rochester Restaurant in Rochester Theater & Cinema in Rochester Dentistry in Rochester Flower Store & Florist in Rochester Audit & Consulting in Rochester Visa Support in Rochester Household Appliances in Rochester Pharmacy in Rochester Baby & Pregnancy Stores in Rochester Jewelry in Rochester Furniture in Rochester Public Pools & Water Park in Rochester Hospital in Rochester Nightclub in Rochester Manicure & Pedicure in Rochester Pets in Rochester Beauty Salon in Rochester Sporting Goods in Rochester Pawnshops in Rochester Children's Entertainment in Rochester Vacation House Rentals in Rochester Sport & School & Kindergarten in Rochester Cafe & Coffee Shop & Pub in Rochester Travel Agency in Rochester Car Service in Rochester Handyman Services in Rochester Taxi & Freight Transport in Rochester

List of local businesses, places and services in New York

⭐ business help 🔍 services ☎️phones ⌚️opening times ✍️reviews 📍 addresses, locations 🖼️ photos

© 2025 Guide.in.ua Privacy Policy