BARRETT WEALTH MANAGEMENT
Rochester, NY
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
585-383-5555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
47 advisers found
FIDUCIARY FIRST ADVISING, LLC
Rochester, NY
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585 330 8031
WEALTH STRATEGIES & SOLUTIONS, LTD.
Rochester, NY
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-678-6950
CASTLE ADVISORS GROUP, LLC
Rochester, NY
AUM
$4.0M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
585-662-3266
JOHN C. SAUNDERS, C.P.A., P.C.
Rochester, NY
AUM
$2.2M
Retirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
585-242-8780
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
15 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
585-454-4161
HIGHLAND WEALTH ADVISORY LLC
Rochester, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-752-1235
LINDEN FINANCIAL CONSULTANTS, LLC
Rochester, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges
585-721-4066
FIEN CAPITAL MANAGEMENT, LLC
Rochester, NY
AUM
$137.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
585-271-8910
Full profileNo website
ENGLESON & ASSOCIATES
Rochester, NY
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-424-6150
Full profileNo website
WGS MANAGEMENT SERVICES, INC
Rochester, NY
AUM
$41.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
585-720-9970
Full profileNo website
FSP ADVISORS, INC.
Rochester, NY
AUM
$32.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(585) 697-2958
Full profileNo website
HIGHROAD WEALTH ADVISERS, LLC
Rochester, NY
AUM
$15.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
585-261-0218
Full profileNo website
FIRST MAIN CAPITAL
Rochester, NY
AUM
$1.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
5852072515
Full profileNo website
CAPITAL DESIGNS
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
585-389-6183
Full profileNo website
DKCB FINANCIAL ADVISORS, LLC
Rochester, NY
AUM
—
Team
14 advisors
Clients
—
Fees
REFERRAL FEES FROM INDEPENDENT MONEY MGRS; SEE MISC SCHEDULE D
585-454-4161
Full profileNo website
EFPR WEALTH ADVISORS, LLC
Rochester, NY
AUM
—
Team
1 advisors
Clients
—
Fees
FEE FOR CLIENT REFERRALS
585-295-0505
Full profileNo website
GORGES CAPITAL MANAGEMENT LLC
Rochester, NY
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
585 405 3361
Full profileNo website
KEVIN G. CONLON, CPA, PC
Rochester, NY
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES FROM 3RD-PARTY SEC RIA
585-328-4990
Full profileNo website
PEARTREE ADVISORY
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
585-721-7287
Full profileNo website
STONE OAK CAPITAL LLC
Rochester, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-406-0220
Full profileNo website
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