SEC-registered financial advisors in Rochester, NY
Common fee types
- 100%Percentage of assets
- 84%Fixed or flat fee
- 64%Hourly
Showing 24 of 25
- Ashton Thomas Securities, LLC$1B or moreSEC recordPercentage of assets
- Boyd Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Brighton Securities Corp.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Core Alpha, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Engleson & Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Fien Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hayes Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- High Falls Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Howe and Rusling, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Iconoclastic Capital Management LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Indiano Capital Management$100M to $500MSEC recordPercentage of assets
- Layline Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lifemark Securities Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northlanding Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Novem Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oak Crest Advisory, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Prentice Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Rise Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rochester Investments$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage, Rutty & Co., Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Seneca Financial Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Stone Oak Capital LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- W & S Management Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- WGS Management Services, Inc$25M to $100MSEC recordPercentage of assetsHourly
- Whitney & Company$1B or moreSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.