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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY, ROCHESTER
13 advisers found
NOVEM GROUP
Rochester, NY
AUM
$1.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-348-9525
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
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
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
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
OAK CREST ADVISORY, LLC
Rochester, NY
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-507-1681
GMR ASSOCIATES, INC
Rochester, NY
AUM
$88.7M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
585-429-1330
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
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
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
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
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