SAGE, RUTTY & CO., INC.
Rochester, NY
AUM
$3.46B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-232-3760
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, ROCHESTER
15 advisers found
HOWE AND RUSLING, INC.
Rochester, NY
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-325-4140
ASHTON THOMAS SECURITIES, LLC
Rochester, NY
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-323-3746
BRIGHTON SECURITIES CORP.
Rochester, NY
AUM
$931.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-473-3590
SENECA FINANCIAL ADVISORS LLC
Rochester, NY
AUM
$847.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-203-1211
HIGH FALLS ADVISORS, INC.
Rochester, NY
AUM
$694.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-935-5300
PRENTICE WEALTH MANAGEMENT LLC
Rochester, NY
AUM
$567.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
585-218-0001
RISE ADVISORS, LLC
Rochester, NY
AUM
$441.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
585-565-3444
INDIANO CAPITAL MANAGEMENT
Rochester, NY
AUM
$253.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
585-248-9888
LAYLINE ADVISORS
Rochester, NY
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(585)210-8222
HAYES ASSET MANAGEMENT, LLC
Rochester, NY
AUM
$116.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
585-730-6951
FAMA FIDUCIARY WEALTH LLC
Rochester, NY
AUM
$99.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-292-6007
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