Financial advisors in Rochester, NY

275 financial advisors listed in Rochester, New York. 242 with a phone number and 251 with a website.

Rochester accounts for 2% of the financial advisors listed in New York and ranks #3 among New York cities for financial advisors.

Quick answer

Rochester, NY has 275 financial advisors listed on USA Business Search. 242 list a phone number and 251 list a website. The most listings are in ZIP codes 14618, 14623, 14625.

Updated October 2026

H&R Block

2255 E Ridge Rd, Rochester, NY 14622 · Claim or fix

Call (585) 342-3320 Website Map

H&R Block

1354 LYELL AVE, Rochester, NY 14606 · Claim or fix

Call (585) 647-1486 Website Map

H&R Block

3836 Dewey Ave, Rochester, NY 14616 · Claim or fix

Call (585) 663-2250 Website Map

Western Union - Walmart #002859

2150 Chili Ave, Rochester, Ny, Us, Rochester, NY 14624 · Claim or fix

Call (585) 429-9640 Website Map

Allied CPAs - Allied Financial Services

90 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 410-6733 Website Map

Aio Fee Only Financial Advisors

140A Metro Park, Rochester, NY 14623 · Claim or fix

Call (888) 939-1733 Website Map

360 Financial Inc

39 Saginaw Dr Ste 10, Rochester, NY 14623 · Claim or fix

Website Map

Adams Mortgage Capital

470 Long Pond Rd Ste 200, Rochester, NY 14612 · Claim or fix

Call (585) 225-9420 Website Map

Advancerit

34 Lomb Memorial Dr, Rochester, NY 14623 · Claim or fix

Website Map

Aegis Capital

1100 University Ave Ste 105, Rochester, NY 14607 · Claim or fix

Call (585) 271-8540 Website Map

Allied Alliance Group Inc.

100 Boxart St Ste 2036, Rochester, NY 14612 · Claim or fix

Call (585) 207-0718 Website Map

Amd Business Brokers & Commercial Realty

2269 Lyell Ave Ste 201, Rochester, NY 14606 · Claim or fix

Call (585) 247-4750 Website Map

Ameriprise Financial Services

2024 W Henrietta Rd Ste 5, Rochester, NY 14623 · Claim or fix

Call (585) 475-9430 Website Map

Andrew Olbrich - Prudential Financial

3313 Chili Ave, Rochester, NY 14624 · Claim or fix

Call (585) 889-1150 Website Map

Angelo Planning Group, Llc

2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623 · Claim or fix

Call (585) 568-6900 Website Map

Bank Of America Private Client Advisor John Pitton

75 S Clinton Ave, Rochester, NY 14604 · Claim or fix

Call (585) 546-9315 Website Map

Barrett Wealth Management

70 Linden Oaks Fl 3, Rochester, NY 14625 · Claim or fix

Call (585) 383-5555 Website Map

Bay Tree Restaurant

262 Park Ave, Rochester, NY 14607 · Claim or fix

Website Map

Bc Navigator Financial

200 Meridian Centre Blvd Ste 150, Rochester, NY 14618 · Claim or fix

Call (585) 350-7222 Map

Beltz Ianni & Associates

280 Kenneth Dr Ste 110, Rochester, NY 14623 · Claim or fix

Call (585) 340-5200 Website Map

Benjamin J Chatham

1081 Long Pond Road Suite 200, Rochester, NY 14626 · Claim or fix

Website Map

Best Times Financial Planning

200 Meridian Centre Blvd Ste 150, Rochester, NY 14618 · Claim or fix

Call (585) 350-7203 Website Map

Betsy A Foss - Morgan Stanley

300 Linden St Ste 200, Rochester, NY 14620 · Claim or fix

Call (585) 385-5134 Website Map

Bexil Corporation

2255 Buffalo Rd, Rochester, NY 14624 · Claim or fix

Call (212) 785-0900 Website Map

Bianchi Financial Services

2800 Dewey Ave, Rochester, NY 14616 · Claim or fix

Call (585) 349-3337 Map

Brannigan Judge - TIAA Wealth Management Advisor

35 Celebration Dr, Rochester, NY 14620 · Claim or fix

Call (877) 209-3144 Website Map

Brendan McCarthy - Aflac Insurance Agent

1411 Chili Ave, Rochester, NY 14624 · Claim or fix

Call (877) 895-8423 Website Map

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (585) 473-3590 Website Map

Bruce W. Marche

700 Bausch and Lomb Pl, Rochester, NY 14604 · Claim or fix

Call (585) 399-8332 Map

Bud Gearhart CFP

140 Metro Park, Rochester, NY 14623 · Claim or fix

Call (585) 272-9970 Website Map

Burgos Income Tax

1042 Norton St Ste 1, Rochester, NY 14621 · Claim or fix

Call (585) 266-2680 Website Map

Burgos Income Tax Inc

1816 N Clinton Ave, Rochester, NY 14621 · Claim or fix

Call (585) 266-2680 Website Map

Business Brokers New York Llc

30 Erie Canal Dr, Rochester, NY 14626 · Claim or fix

Call (585) 624-7998 Website Map

Captrust

500 Linden Oaks Ste 210, Rochester, NY 14625 · Claim or fix

Call (585) 473-3333 Website Map

Carol J Sutter - Ameriprise Financial Services, LLC

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623 · Claim or fix

Call (585) 424-1480 Website Map

Caroline Korn Investments

1703 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (585) 340-2218 Website Map

Centra Financial Group

500 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 899-1200 Website Map

Cephas Capital

16 W Main St Ste 204, Rochester, NY 14614 · Claim or fix

Call (585) 383-1613 Website Map

Charles Sawyer - Ameriprise Financial Services, LLC

2290 East Ave Ste 3, Rochester, NY 14610 · Claim or fix

Call (585) 295-2140 Website Map

Charleton Financial

277 Alexander St STE 307, Rochester, NY 14607 · Claim or fix

Call (585) 244-3050 Website Map

Cheryl Johnson - Ameriprise Financial Services, Inc.

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623 · Claim or fix

Call (585) 424-1480 Website Map

Christopher Dabroski - Tiaa Financial Consultant

35 Celebration Dr, Rochester, NY 14620 · Claim or fix

Call (877) 209-3144 Website Map

Ciccarelli Advisory Services

110 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 383-0180 Website Map

ClearPoint Credit Counseling Solutions

75 College Ave Ste 403, Rochester, NY 14607 · Claim or fix

Call (585) 216-3054 Website Map

Clover Capital Management

400 Meridian Centre Blvd, Rochester, NY 14618 · Claim or fix

Call (585) 385-6090 Website Map

Coachman Properties Ltd

2047 W Ridge Rd, Rochester, NY 14626 · Claim or fix

Website Map

Cobblestone Capital Advisors, Llc

500 Linden Oaks Ste 210, Rochester, NY 14625 · Claim or fix

Website Map

Community Mutual

1398 Culver Rd, Rochester, NY 14609 · Claim or fix

Call (585) 224-3900 Website Map

Compass Financial Group

100 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 419-2311 Website Map

Concept Financial Group

400 Meridian Centre Blvd, Rochester, NY 14618 · Claim or fix

Call (585) 241-5291 Website Map

Conlon and Company

1635 Brooks Ave, Rochester, NY 14624 · Claim or fix

Call (585) 328-4990 Website Map

Core Alpha

1701 Chili Ave, Rochester, NY 14624 · Claim or fix

Call (585) 235-3600 Website Map

Core Wealth Management Group

29 Goodway Dr, Rochester, NY 14623 · Claim or fix

Call (585) 427-0850 Website Map

Cornerstone Advisory Group, Llc

2295 Chili Ave Ste A, Rochester, NY 14624 · Claim or fix

Website Map

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

2290 East Ave Ste 3, Rochester, NY 14610 · Claim or fix

Call (585) 295-2140 Website Map

County Wide Management

1178 Dewey Ave, Rochester, NY 14613 · Claim or fix

Call (585) 254-6526 Website Map

Crossbridge Financial Group

290 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 203-1130 Website Map

Dan Cuccia - TIAA Financial Consultant

35 Celebration Dr, Rochester, NY 14620 · Claim or fix

Call (877) 209-3144 Website Map

David Jacowitz - Massmutual Rochester

700 Bausch and Lomb Pl, Rochester, NY 14604 · Claim or fix

Call (585) 262-5600 Map

David P. Zambito

2024 W Henrietta Rd, Rochester, NY 14623 · Claim or fix

Call (585) 272-0080 Map

David Williams: Allstate Insurance

4650 Dewey Ave, Rochester, NY 14612 · Claim or fix

Call (585) 225-9511 Website Map

DB Wealth Enterprises LLC

250 Mill St, Rochester, NY 14614 · Claim or fix

Call (585) 431-6008 Website Map

Defreze Financial Services

728 Weiland Rd, Rochester, NY 14626 · Claim or fix

Call (585) 697-0430 Map

Delta Advisory Group, LLC

706 East Ave, Rochester, NY 14607 · Claim or fix

Call (585) 503-4387 Website Map

Doug Hendee Investments

1703 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (585) 340-2232 Website Map

Downtown Collection Agency

8 Exchange Blvd Ste 815, Rochester, NY 14614 · Claim or fix

Call (585) 423-9719 Website Map

E C Koch & Co

55 Saint Paul St, Rochester, NY 14604 · Claim or fix

Call (585) 232-5931 Website Map

Eagle International Institute

2165 Brighton Henrietta Town Line Rd, Rochester, NY 14623 · Claim or fix

Call (585) 273-8000 Website Map

Echelon Wealth Advisors, Llc

1441 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (585) 381-1861 Website Map

Edelman Financial Engines

350 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 598-4060 Website Map

Edgcomb Financial Advisors

80 Linden Ste 220, Rochester, NY 14625 · Claim or fix

Call (585) 423-2155 Website Map

Edward Jones - Financial Advisor: Barbara Dodge

706 University Ave, Rochester, NY 14607 · Claim or fix

Call (585) 271-3808 Website Map

Edward Jones - Financial Advisor: Brian Drumm

706 University Ave, Rochester, NY 14607 · Claim or fix

Call (585) 271-3808 Website Map

Edward Jones - Financial Advisor: Carla M Morris

706 University Ave, Rochester, NY 14607 · Claim or fix

Call (585) 580-2616 Map

Edward Jones - Financial Advisor: Christopher Dabroski

1600 W Ridge Rd, Rochester, NY 14615 · Claim or fix

Call (585) 227-2170 Website Map

Edward Jones - Financial Advisor: Jason Curtis

1600 W Ridge Rd, Rochester, NY 14615 · Claim or fix

Call (585) 227-2170 Website Map

Edward Jones - Financial Advisor: Keith A VanWyngaarden

3173 Chili Ave Ste 100a, Rochester, NY 14624 · Claim or fix

Call (585) 889-7303 Website Map

Edward Jones - Financial Advisor: Ron Ciminelli

88 Elm St, Rochester, NY 14604 · Claim or fix

Call (585) 260-7144 Website Map

Edward Jones - Financial Advisor: Rudy A Diedreck

88 Elm St Ste 1, Rochester, NY 14604 · Claim or fix

Call (585) 227-2170 Website Map

Edward Jones - Financial Advisor: Sean Hantes

3173 Chili Ave Ste 100, Rochester, NY 14624 · Claim or fix

Call (585) 571-4851 Website Map

Edward Jones - Financial Advisor: Thomas J Kroon

706 University Ave, Rochester, NY 14607 · Claim or fix

Call (585) 271-3808 Website Map

Edward Jones-Financial Advisor: Charles Pettit

2290 East Ave, Rochester, NY 14610 · Claim or fix

Call (585) 242-9289 Website Map

Edward Tills - Raymond James

100 Meridian Centre Blvd, Rochester, NY 14618 · Claim or fix

Call (585) 274-5000 Website Map

Efx Currency Exchange

1855 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (585) 445-8911 Map

Empire Business Brokers

225 Dakota St, Rochester, NY 14606 · Claim or fix

Call (585) 254-2780 Website Map

Ems Processing

900 E Main St, Rochester, NY 14605 · Claim or fix

Call (866) 367-1818 Website Map

Endeavor Wealth Advisory Group

2024 W Henrietta Rd Ste 3e, Rochester, NY 14623 · Claim or fix

Call (585) 272-0088 Website Map

Engleson And Associates Inc.

930 East Ave Ste 300, Rochester, NY 14607 · Claim or fix

Call (585) 424-6150 Map

Epic Retirement Plan Services

150 State St Ste 200, Rochester, NY 14614 · Claim or fix

Call (585) 232-9060 Website Map

ESL Investment Services

First Floor, 225 Chestnut St, Rochester, NY 14604 · Claim or fix

Call (585) 339-4475 Website Map

Estate & Financial Planning Associates

1200 Jefferson Rd Ste 200, Rochester, NY 14623 · Claim or fix

Call (585) 442-4740 Website Map

Estrella Tax Services

246 W Ridge Rd, Rochester, NY 14615 · Claim or fix

Call (585) 458-1551 Website Map

Evolution Financial Planning

160 Linden Oaks Ste F7, Rochester, NY 14625 · Claim or fix

Call (585) 287-8830 Website Map

Excel Securities & Associates

200 Canal Blvd, Rochester, NY 14623 · Claim or fix

Call (585) 424-1234 Website Map

Family Wealth & Legacy, Llc

200 Meridian Centre Blvd Ste 150, Rochester, NY 14618 · Claim or fix

Call (585) 350-7273 Website Map

Fan Distributing

3300 Monroe Ave Ste 205, Rochester, NY 14618 · Claim or fix

Call (585) 381-2840 Website Map

Federated Clover

400 Meridian Centre Blvd, Rochester, NY 14618 · Claim or fix

Call (585) 473-5520 Website Map

Ferron Norris Financial

986 Long Pond Rd, Rochester, NY 14626 · Claim or fix

Call (585) 723-3529 Website Map

Fidelity Investments

3349 Monroe Ave, Rochester, NY 14618 · Claim or fix

Call (800) 219-7019 Website Map

Fiduciary First Advising

160 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 270-6132 Website Map

Fien Capital Management Llc

110 Allens Creek Rd # 9, Rochester, NY 14618 · Claim or fix

Call (585) 271-8910 Website Map

Flower City Advisory

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618 · Claim or fix

Call (585) 399-8344 Website Map

Focused Advisor Network

160 Allens Creek Rd Ste 270, Rochester, NY 14618 · Claim or fix

Website Map

Focused Wealth Advisors

160 Allens Creek Rd Ste 270, Rochester, NY 14618 · Claim or fix

Call (585) 381-2662 Website Map

Forensic Economics, Inc.

95 Allens Creek Rd Ste 303, Rochester, NY 14618 · Claim or fix

Call (585) 385-7440 Map

Forté Capital

400 Linden Oaks Ste 310, Rochester, NY 14625 · Claim or fix

Call (585) 586-8100 Website Map

Fourbridges Financial Group

350 Linden Oaks Ste 140, Rochester, NY 14625 · Claim or fix

Call (585) 348-9547 Website Map

FPA of Rochester

132 Allens Creek Rd, Rochester, NY 14618 · Claim or fix

Call (585) 410-1462 Website Map

Francisco Insurance Agency Inc.

2858 Dewey Ave, Rochester, NY 14616 · Claim or fix

Call (585) 544-3350 Website Map

Frontier Abstract & Research Services Inc

69 Cascade Dr Ste 101, Rochester, NY 14614 · Claim or fix

Website Map

Generation Capital Management

400 Andrews St, Rochester, NY 14604 · Claim or fix

Call (585) 232-8560 Website Map

Gus Advisors Llc

90 Linden Oaks Ste 220, Rochester, NY 14625 · Claim or fix

Website Map

H&R Block

20 E Main St, Rochester, NY 14614 · Claim or fix

Call (585) 232-3567 Website Map

H&R Block

1649 Howard Rd, Rochester, NY 14624 · Claim or fix

Call (585) 426-2070 Website Map

H&R Block

921 GENESEE ST, Rochester, NY 14611 · Claim or fix

Call (585) 436-0763 Website Map

H&R Block

891 MONROE AVE, Rochester, NY 14620 · Claim or fix

Call (585) 473-3072 Website Map

H&R Block

268 Waring Rd, Rochester, NY 14609 · Claim or fix

Call (585) 544-3994 Website Map

H&R Block

1000 Hylan Dr, Rochester, NY 14623 · Claim or fix

Call (585) 424-2320 Website Map

H&R Block

755 W MAIN ST, Rochester, NY 14611 · Claim or fix

Call (585) 235-5710 Website Map

Harvest Ventures Llc

125 Canal Landing Blvd, Rochester, NY 14626 · Claim or fix

Website Map

Held Projansky Furs

3349 Monroe Ave, Rochester, NY 14618 · Claim or fix

Website Map

Henry Matheis - Ameriprise Financial Services, LLC

1100 Goodman St S, Ste 105, Rochester, NY 14620 · Claim or fix

Call (585) 670-0133 Website Map

High Falls Advisors

180 S Clinton Ave Ste 300, Rochester, NY 14604 · Claim or fix

Call (585) 935-5300 Website Map

Highland Wealth Advisory Llc

70 Linden Oaks, Rochester, NY 14625 · Claim or fix

Website Map

Holy Name Of Mary Montessori School

580 N Winton Rd, Rochester, NY 14610 · Claim or fix

Website Map

Howe and Rusling

165 Culver Rd Suite 100, Rochester, NY 14620 · Claim or fix

Call (585) 325-4140 Website Map

Hudson Transition Partners, Inc.

511A Beahan Rd, Rochester, NY 14624 · Claim or fix

Call (888) 803-6131 Website Map

Icha Tax Service

3047 W Henrietta Rd, Rochester, NY 14623 · Claim or fix

Call (585) 319-1623 Map

Iconoclastic Capital Management

17 Prince St, Rochester, NY 14607 · Claim or fix

Call (585) 504-1616 Website Map

Indiano Capital Management

120 Linden Oaks # 201, Rochester, NY 14625 · Claim or fix

Call (585) 248-9888 Website Map

InnerWeave Consulting

210 South Ave Ste 120B, Rochester, NY 14604 · Claim or fix

Call (585) 315-7807 Website Map

Invesco

350 Linden Oaks Ste 220, Rochester, NY 14625 · Claim or fix

Call (585) 383-1300 Website Map

Invessent Llc.

1 S Washington St Ste 130, Rochester, NY 14614 · Claim or fix

Call (585) 510-7060 Website Map

IRS Income Tax Attorneys in Rochester

1500 Brooks Ave, Rochester, NY 14624 · Claim or fix

Call (888) 605-5660 Website Map

Jackson Hewitt Tax Service

128 Greece Ridge Center Dr, Rochester, NY 14626 · Claim or fix

Call (585) 225-3240 Website Map

Jackson Hewitt Tax Service

1075 Norton St, Rochester, NY 14621 · Claim or fix

Call (585) 342-5134 Website Map

Jackson Hewitt Tax Service

2300 Main St E, Rochester, NY 14609 · Claim or fix

Call (585) 288-3870 Website Map

Jackson Hewitt Tax Service

1339 Dewey Ave, Rochester, NY 14613 · Claim or fix

Call (585) 458-3080 Website Map

Jackson Hewitt Tax Service

14 Franklin St, Rochester, NY 14604 · Claim or fix

Call (585) 423-9811 Website Map

Jackson Hewitt Tax Service

2150 Chili Ave, Rochester, NY 14624 · Claim or fix

Call (585) 270-1085 Website Map

Jake Sadwick - Morgan Stanley

300 Linden Oaks Ste 200, Rochester, NY 14625 · Claim or fix

Call (585) 249-4337 Website Map

Janet Emhof - Raymond James

100 Meridian Centre Blvd Ste 150, Rochester, NY 14618 · Claim or fix

Call (585) 274-5001 Website Map

Jewelry And Coin Exchange

1964 W Ridge Rd, Rochester, NY 14626 · Claim or fix

Call (585) 227-6370 Map

John N. Moose

2024 W Henrietta Rd, Rochester, NY 14623 · Claim or fix

Call (585) 272-0080 Map

Jonathan Larue - Tiaa Wealth Management Advisor

35 Celebration Dr Fl 1, Rochester, NY 14620 · Claim or fix

Call (877) 209-3144 Website Map

Joseph G Lester

3173 Chili AveSuite 100 A, Rochester, NY 14624 · Claim or fix

Website Map

Judy's Broker Network

230 Ambassador Dr, Rochester, NY 14610 · Claim or fix

Call (585) 381-9450 Website Map

Khuri Enterprises Llc

2440 Ridgeway Ave, Rochester, NY 14626 · Claim or fix

Website Map

Klassen Ingalls

130 Allens Creek Rd Ste 117, Rochester, NY 14618 · Claim or fix

Call (585) 442-6200 Website Map

Knightbridge Capital

110 Linden Oaks, Rochester, NY 14625 · Claim or fix

Call (585) 218-0001 Website Map

How to choose a financial advisor in Rochester

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Rochester, New York?

USA Business Search shows 275 financial advisors in Rochester. 242 list a phone number and 251 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 14618, 14623, 14625, 14607, 14620, 14624, 14604, 14626.

How do I choose a financial advisor in Rochester?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Rochester compare with the rest of New York?

Rochester has 2% of the 13,179 financial advisors listed in New York, which ranks #3 among New York cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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