AdvisorCensus / Financial advisors / New York / Rochester, NY / Charles Schwab
Financial advisors in Rochester, NY using Charles Schwab
44 SEC-registered investment advisory firms headquartered in the Rochester, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alesco Advisors, LLC, an ESL Company | Pittsford | SEC-registered investment adviser | Over $5 billion |
| Armbruster Capital Management, Inc. | Pittsford | SEC-registered investment adviser | $1 billion to $5 billion |
| Ashford Advisors, LLC | Pittsford | SEC-registered investment adviser | $500 million to $1 billion |
| Bright Futures Wealth Management, LLC | Webster | SEC-registered investment adviser | $100 million to $500 million |
| Candace Shira Associates, LLC | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Capstone Investment Financial Group, LLC | Webster | SEC-registered investment adviser | $100 million to $500 million |
| Carosa, Stanton & Depaolo Asset Management, LLC | Mendon | SEC-registered investment adviser | $25 million to $100 million |
| COOPER/HAIMS Advisors, LLC | Victor | SEC-registered investment adviser | $1 billion to $5 billion |
| Elevatus Wealth Management, LLC | Victor | SEC-registered investment adviser | $500 million to $1 billion |
| Engleson & Associates | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Ever Green Wealth Management, LLC | Victor | SEC-registered investment adviser | $25 million to $100 million |
| Factorpoint Planning, LLC | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Fien Capital Management, LLC | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Flower City Capital LLC | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Geovest Advisors Inc | Fairport | SEC-registered investment adviser | $100 million to $500 million |
| GPS Financial, LLC | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| High Probability Advisors, LLC | Pittsford | SEC-registered investment adviser | $1 billion to $5 billion |
| Horizon Financial | West Henrietta | SEC-registered investment adviser | $500 million to $1 billion |
| Howe and Rusling, Inc. | Rochester | SEC-registered investment adviser | $1 billion to $5 billion |
| Hyjc Capital of WNY | Lakeville | SEC-registered investment adviser | $25 million to $100 million |
| Indiano Capital Management | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Kickstand Wealth Advisors | Pittsford | SEC-registered investment adviser | $500 million to $1 billion |
| Layline Advisors | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Lifemark Securities Corp. | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| LVW Advisors, LLC | Pittsford | SEC-registered investment adviser | $1 billion to $5 billion |
| Lynnleigh & Company, LLC | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Lyon Capital Management, LLC | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| Manning & Napier Advisors, LLC | Fairport | SEC-registered investment adviser | Over $5 billion |
| Milestones Private Investment Advisors LLC | Fairport | SEC-registered investment adviser | $100 million to $500 million |
| Oak Crest Advisory, LLC | Rochester | SEC-registered investment adviser | $25 million to $100 million |
| Occam Capital Management, LLC | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| Post Resch Tallon Group | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Prentice Wealth Management LLC | Rochester | SEC-registered investment adviser | $500 million to $1 billion |
| Professional Financial | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Queenbridge Capital, LLC | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| RDG Capital Management LLC | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Rochester Investments | Rochester | SEC-registered investment adviser | $25 million to $100 million |
| Seaway Advisors | Fairport | SEC-registered investment adviser | $25 million to $100 million |
| Seneca Financial Advisors LLC | Rochester | SEC-registered investment adviser | $500 million to $1 billion |
| Serenity Capital Advisors Inc. | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| Transparent Wealth Consulting LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Upstate Advisers Inc | Pittsford | SEC-registered investment adviser | $25 million to $100 million |
| W & S Management Services, Inc. | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| WGS Management Services, Inc | Rochester | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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