AdvisorCensus / Financial advisors / New York / Rochester, NY / Branch offices
Advisory firms with an office in Rochester, NY, headquartered elsewhere
55 investment advisory firms with a principal office outside the Rochester, NY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Pittsford, NY | Nashville, TN | SEC-registered investment adviser |
| Advisors Capital Management, LLC | East Rochester, NY | Ridgewood, NJ | SEC-registered investment adviser |
| Aegis Capital Corp. | Rochester, NY | New York, NY | SEC-registered investment adviser |
| AIO Financial, LLC | Rochester, NY | Tucson, AZ | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Rochester, NY | Deerfield, IL | SEC-registered investment adviser |
| Allworth Financial, L.P. | Dansville, NY | Folsom, CA | SEC-registered investment adviser |
| Alsworth Capital Management, LLC | Rochester, NY | Corning, NY | SEC-registered investment adviser |
| Birch Wealth Management | East Rochester, NY | Rome, NY | SEC-registered investment adviser |
| Capital Analysts | Rochester, NY | Fort Washington, PA | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Rochester, NY | Glen Allen, VA | SEC-registered investment adviser |
| Captrust | Rochester, NY | Raleigh, NC | SEC-registered investment adviser |
| Chicago Partners Investment Group LLC | Rochester, NY | Chicago, IL | SEC-registered investment adviser |
| Ciccarelli Advisory Services Inc | Rochester, NY | Naples, FL | SEC-registered investment adviser |
| Citizens Securities, Inc. | Rochester, NY | Johnston, RI | SEC-registered investment adviser |
| CL Wealth Management LLC | Canandaigua, NY | Schaumburg, IL | SEC-registered investment adviser |
| Commonwealth Financial Network | Rochester, NY | Waltham, MA | SEC-registered investment adviser |
| Conservation Resource Partners, LLC | Canandaigua, NY | Exeter, NH | SEC-registered investment adviser |
| Courier Capital, LLC | Rochester, NY | Buffalo, NY | SEC-registered investment adviser |
| Creative Planning | Rochester, NY | Overland Park, KS | SEC-registered investment adviser |
| G2VP, LLC | Pittsford, NY | Portola Valley, CA | Exempt reporting adviser |
| Independent Financial Partners | Rochester, NY | Tampa, FL | SEC-registered investment adviser |
| Indivisible Partners | Rochester, NY | Clearwater, FL | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Rochester, NY | Atlanta, GA | SEC-registered investment adviser |
| Invesco Investment Advisers LLC | Rochester, NY | Downers Grove, IL | SEC-registered investment adviser |
| Invesco Managed Accounts, LLC | Rochester, NY | Seattle, WA | SEC-registered investment adviser |
| Investment Consulting Group Inc | Fairport, NY | Davenport, IA | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Rochester, NY | San Diego, CA | SEC-registered investment adviser |
| Lawley Retirement Advisors | Rochester, NY | Buffalo, NY | SEC-registered investment adviser |
| Lincoln Investment | Rochester, NY | Fort Washington, PA | SEC-registered investment adviser |
| Mariner | Rochester, NY | Overland Park, KS | SEC-registered investment adviser |
| MML Investors Services, LLC | Rochester, NY | Springfield, MA | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Rochester, NY | Kansas City, MO | SEC-registered investment adviser |
| Onedigital | Rochester, NY | Overland Park, KS | SEC-registered investment adviser |
| Oneseven | Liverpool, NY | Beachwood, OH | SEC-registered investment adviser |
| Rainier Investment Management LLC | Fairport, NY | Seattle, WA | SEC-registered investment adviser |
| RFG Advisory, LLC | Pittsford, NY | Vestavia Hills, AL | SEC-registered investment adviser |
| Rockefeller Capital Management | Rochester, NY | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Rochester, NY | New York, NY | SEC-registered investment adviser |
| Schaffer & Company Asset Management, Inc. | Rochester, NY | Jacksonville, FL | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Fairport, NY | St Louis, MO | SEC-registered investment adviser |
| Strategic Financial Services | Rochester, NY | Utica, NY | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Rochester, NY | Beachwood, OH | SEC-registered investment adviser |
| T.r.u.e. Coastal Capital, LLC | Rochester, NY | Savannah, GA | SEC-registered investment adviser |
| The Ameriflex Group | Pittsford, NY | Las Vegas, NV | SEC-registered investment adviser |
| Uniting Wealth Partners | Rochester, NY | Denver, CO | SEC-registered investment adviser |
| USI Securities, Inc. | Rochester, NY | Glastonbury, CT | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Pittsford, NY | Akron, OH | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Canandaigua, NY | Woodbury, NY | SEC-registered investment adviser |
| Variant Private Wealth LLC | Rochester, NY | Tysons, VA | SEC-registered investment adviser |
| Vicus Capital, Inc. | Rochester, NY | State College, PA | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Pittsford, NY | Plymouth, MN | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Webster, NY | West Chester, PA | SEC-registered investment adviser |
| Wells Fargo Advisors | Rochester, NY | St. Louis, MO | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Rochester, NY | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Rochester, NY | Wilmington, DE | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Rochester, NY on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wellth Advisory Services, LLC | Rochester, NY | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Rochester, NY, headquartered elsewhere. https://advisorcensus.com/advisors/ny/rochester/branch-offices https://advisorcensus.com/advisors/ny/rochester/branch-offices