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NAICS 523940 · Portfolio Management and Investment Advice

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Financial advisors in Rochester, NY

53 financial advisors in Rochester, NY; 125 within 30 miles. Every listing checked against the issuer's record, in the published order.

  1. Forensic Economics, Inc.

    ActiveCorporation registered in SAM.gov

    Rochester, NY

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    Proof for Forensic Economics, Inc.
    SAM.gov registration
    SAM.gov NK75WVUWPL27
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 17, 2027
    Checked
    Oct 23, 2026
    Where
    Rochester, NY · serves New York
    Phone
    (585) 385-7440
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  2. Invessent, LLC

    ActiveCorporation registered in SAM.gov

    Rochester, NY

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    Proof for Invessent, LLC
    SAM.gov registration
    SAM.gov WY2LRWF27TT3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 23, 2027
    Checked
    Oct 23, 2026
    Where
    Rochester, NY · serves New York
    Phone
    (585) 510-7060
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  3. Depoian Team

    ActiveSole proprietorship registered in SAM.gov

    Rochester, NY

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    Proof for Depoian Team
    SAM.gov registration
    SAM.gov C6QSBUHJNVK9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    May 19, 2027
    Checked
    Oct 23, 2026
    Where
    Rochester, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  4. Allied CPAs - Allied Financial Services

    Financial advisor

    Rochester, NY

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    Proof for Allied CPAs - Allied Financial Services
    Where
    Rochester, NY · serves New York
    Phone
    (585) 410-6733
    Listing
    Built from public records. Not claimed yet, so call them directly.

  5. Bank Of America Private Client Advisor John Pitton

    Financial advisor

    Rochester, NY

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    Proof for Bank Of America Private Client Advisor John Pitton
    Where
    Rochester, NY · serves New York
    Phone
    (585) 546-9315
    Listing
    Built from public records. Not claimed yet, so call them directly.

  6. Brighton Securities

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Brighton Securities
    Where
    Rochester, NY · serves New York
    Phone
    (585) 473-3590
    Listing
    Built from public records. Not claimed yet, so call them directly.

  7. Caroline Korn Investments

    Financial advisor

    Rochester, NY

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    Proof for Caroline Korn Investments
    Where
    Rochester, NY · serves New York
    Phone
    (585) 340-2218
    Listing
    Built from public records. Not claimed yet, so call them directly.

  8. CASH Coalition

    Financial advisor

    Rochester, NY

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    Proof for CASH Coalition
    Where
    Rochester, NY · serves New York
    Phone
    (585) 900-1004
    Listing
    Built from public records. Not claimed yet, so call them directly.

  9. Centra Financial Group

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Centra Financial Group
    Where
    Rochester, NY · serves New York
    Phone
    (585) 899-1200
    Listing
    Built from public records. Not claimed yet, so call them directly.

  10. Ciccarelli Advisory Services

    Financial advisor

    Rochester, NY

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    Proof for Ciccarelli Advisory Services
    Where
    Rochester, NY · serves New York
    Phone
    (585) 383-0180
    Listing
    Built from public records. Not claimed yet, so call them directly.

  11. Conlon and Company

    Financial advisor

    Rochester, NY

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    Proof for Conlon and Company
    Where
    Rochester, NY · serves New York
    Phone
    (585) 328-4990
    Listing
    Built from public records. Not claimed yet, so call them directly.

  12. Core Alpha

    Financial advisor

    Rochester, NY

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    Proof for Core Alpha
    Where
    Rochester, NY · serves New York
    Phone
    (585) 235-3600
    Listing
    Built from public records. Not claimed yet, so call them directly.

  13. Core Wealth Management Group

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Core Wealth Management Group
    Where
    Rochester, NY · serves New York
    Phone
    (585) 427-0850
    Listing
    Built from public records. Not claimed yet, so call them directly.

  14. Doug Hendee Investments

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Doug Hendee Investments
    Where
    Rochester, NY · serves New York
    Phone
    (585) 340-2218
    Listing
    Built from public records. Not claimed yet, so call them directly.

  15. Edelman Financial Engines

    Financial advisor

    Rochester, NY

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    Proof for Edelman Financial Engines
    Where
    Rochester, NY · serves New York
    Phone
    (585) 598-4060
    Listing
    Built from public records. Not claimed yet, so call them directly.

  16. Edward Jones-Financial Advisor: Charles Pettit

    Financial advisor

    Rochester, NY

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    Proof for Edward Jones-Financial Advisor: Charles Pettit
    Where
    Rochester, NY · serves New York
    Phone
    (585) 242-9289
    Listing
    Built from public records. Not claimed yet, so call them directly.

  17. Edward Jones - Financial Advisor: Sean Hantes

    Financial advisor

    Rochester, NY

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    Proof for Edward Jones - Financial Advisor: Sean Hantes
    Where
    Rochester, NY · serves New York
    Phone
    (585) 571-4851
    Listing
    Built from public records. Not claimed yet, so call them directly.

  18. ESL Investment Services

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for ESL Investment Services
    Where
    Rochester, NY · serves New York
    Phone
    (585) 339-4475
    Listing
    Built from public records. Not claimed yet, so call them directly.

  19. Estate & Financial Planning Associates

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Estate & Financial Planning Associates
    Where
    Rochester, NY · serves New York
    Phone
    (585) 442-4740
    Listing
    Built from public records. Not claimed yet, so call them directly.

  20. Ferron Norris Financial

    Financial advisor

    Rochester, NY

    CallAsk it
    Proof for Ferron Norris Financial
    Where
    Rochester, NY · serves New York
    Phone
    (585) 723-3529
    Listing
    Built from public records. Not claimed yet, so call them directly.

More cities in New York

New York 996Brooklyn 55Buffalo 42Melville 36Garden City 34Syracuse 32Huntington 31Amherst 27Jericho 24Oyster Bay 23Albany 21Hauppauge 20White Plains 20Williamsville 19Pittsford 18Staten Island 16

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