Fee-OnlyFinder

% of assets managed in Rochester, NY

31 advisers in Rochester offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 31

Ashton Thomas Securities, LLC100 Meridian Centre Blvd, Suite 250 · Rochester, NY 14618 · (800) 323-3746 · Financial planningCRD 16629 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedBarrett Wealth Management70 Linden Oaks, 3rd Floor · Rochester, NY 14625 · (585) 383-5555 · Financial planningCRD 125550 · % of assets · $21.8 million AUMState registeredNo commissions reportedCastle Advisors Group, LLC800 Linden Avenue · Rochester, NY 14625 · (585) 662-3266 · Hourly feesCRD 299340 · % of assets, Hourly charges · $4.0 million AUMState registeredNo commissions reportedCore Alpha, INC.1701 Chili Avenue · Rochester, NY 14624 · (585) 235-3600 · Financial planningCRD 119635 · % of assets, Fixed fees · $146.1 million AUMSEC registeredNo commissions reportedElevation Investment Consulting104 East Avenue · Rochester, NY 14604 · (585) 454-9506 · Financial planningCRD 157054 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedFiduciary First Advising, LLC160 Linden Oaks · Rochester, NY 14625 · (585) 330-8031 · Financial planningCRD 317659 · % of assets, Hourly charges, Fixed fees · $19.7 million AUMState registeredNo commissions reportedFien Capital Management, LLC110 Allens Creek Road · Rochester, NY 14618 · (585) 271-8910 · Hourly feesCRD 114951 · % of assets, Hourly charges, Fixed fees · $137.7 million AUMSEC registeredNo commissions reportedFirst Main Capital3300 Monroe Ave, Suite 308 · Rochester, NY 14618 · (585) 207-2515 · Financial planningCRD 319246 · % of assets · $1.4 million AUMState registeredNo commissions reportedFsp Advisors, INC.900 Jefferson Road, Suite 301 · Rochester, NY 14623 · (585) 697-2958 · Hourly feesCRD 158482 · % of assets, Hourly charges · $43.6 million AUMState registeredNo commissions reportedHayes Asset Management, LLC400 Andrews Street, Suite 600 · Rochester, NY 14604 · (585) 730-6951 · % of assets managedCRD 141220 · % of assets · $116.6 million AUMSEC registeredNo commissions reported
High Falls Advisors, INC.180 South Clinton Ave, Suite 300 · Rochester, NY 14604 · (585) 935-5300 · Financial planningCRD 108678 · % of assets, Hourly charges, Fixed fees · $694.7 million AUMSEC registeredNo commissions reportedHighland Wealth Advisory LLC70 Linden Oaks · Rochester, NY 14625 · (585) 752-1235 · Financial planningCRD 154031 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedHighroad Wealth Advisers, LLC70 Linden Oaks, 3rd Floor · Rochester, NY 14625 · (585) 261-0218 · % of assets managedCRD 149362 · % of assets · $15.8 million AUMState registeredNo commissions reportedHowe and Rusling, INC.165 Culver Rd, Suite 100 · Rochester, NY 14620 · (585) 325-4140 · Financial planningCRD 104627 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedIconoclastic Capital Management LLC17 Prince Street · Rochester, NY 14607 · (585) 504-1616 · Financial planningCRD 310132 · % of assets, Hourly charges, Fixed fees · $68.2 million AUMSEC registeredNo commissions reportedIndiano Capital Management120 Linden Oaks, Suite 201 · Rochester, NY 14625 · (585) 248-9888 · % of assets managedCRD 122620 · % of assets · $253.8 million AUMSEC registeredNo commissions reportedLayline Advisors19 Prince St., 3rd Floor · Rochester, NY 14607 · (585) 210-8222 · Financial planningCRD 285136 · % of assets, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedLifemark Securities Corp.400 West Metro Park · Rochester, NY 14623 · (585) 424-5672 · Financial planningCRD 16204 · % of assets, Hourly charges, Fixed fees · $424.9 million AUMSEC registeredNo commissions reportedNorthlanding Financial Partners, LLC90 Linden Oaks, Suite 220 · Rochester, NY 14625 · (585) 497-5000 · Financial planningCRD 167055 · % of assets, Hourly charges, Fixed fees · $152.2 million AUMSEC registeredNo commissions reportedNovem Group350 Linden Oaks, Suite 140 · Rochester, NY 14625 · (585) 348-9525 · Financial planningCRD 158964 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOak Crest Advisory, LLC160 Linden Oaks · Rochester, NY 14625 · (585) 507-1681 · Financial planningCRD 304255 · % of assets, Fixed fees · $90.2 million AUMSEC registeredNo commissions reportedPrentice Wealth Management LLC1150 Penfield Rd. · Rochester, NY 14625 · (585) 218-0001 · Financial planningCRD 160052 · % of assets, Hourly charges, Subscription fees · $567.5 million AUMSEC registeredNo commissions reportedRise Advisors, LLC500 Linden Oaks, Suite 320 · Rochester, NY 14625 · (585) 565-3444 · Financial planningCRD 309760 · % of assets, Hourly charges, Fixed fees · $441.2 million AUMSEC registeredNo commissions reportedRochester Investments1580 W Ridge Rd · Rochester, NY 14615 · (585) 568-6656 · Financial planningCRD 306782 · % of assets, Hourly charges, Fixed fees · $69.5 million AUMSEC registeredNo commissions reportedSage, Rutty & CO., INC.100 Corporate Woods, Suite 300 · Rochester, NY 14623 · (585) 232-3760 · Financial planningCRD 3254 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedSeneca Financial Advisors LLC100 South Clinton Avenue, Suite 1640 · Rochester, NY 14604 · (585) 203-1211 · Financial planningCRD 152824 · % of assets, Hourly charges, Fixed fees · $847.2 million AUMSEC registeredNo commissions reportedStone Oak Capital LLC986 Long Pond Road · Rochester, NY 14626 · (585) 695-5588 · Financial planningCRD 341363 · % of assets, Fixed fees · $33.7 million AUMSEC registeredNo commissions reportedW & S Management Services, INC.470 Long Pond Road Suite 200 · Rochester, NY 14612 · (585) 720-9971 · Financial planningCRD 127852 · % of assets, Hourly charges, Fixed fees · $166.0 million AUMSEC registeredNo commissions reportedWealth Strategies & Solutions, LTD.900 Jefferson Road, Suite 301 · Rochester, NY 14623 · (585) 678-6950 · Financial planningCRD 297130 · % of assets, Hourly charges, Other · $16.6 million AUMState registeredNo commissions reportedWgs Management Services, INC470 Long Pond Rd, Suite 210 · Rochester, NY 14612 · (585) 720-9970 · Hourly feesCRD 270003 · % of assets, Hourly charges · $41.6 million AUMSEC registeredNo commissions reportedWhitney & Company959 Panorama Trail S, Suite 190 · Rochester, NY 14625 · (585) 232-6200 · Financial planningCRD 117307 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported