AdvisorCensus / Financial advisors / New York / Rochester, NY / Fidelity Investments
Financial advisors in Rochester, NY using Fidelity Investments
11 SEC-registered investment advisory firms headquartered in the Rochester, NY metro area name Fidelity Investments 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 |
| Core Alpha, Inc. | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| High Probability Advisors, LLC | Pittsford | SEC-registered investment adviser | $1 billion to $5 billion |
| Howe and Rusling, Inc. | Rochester | SEC-registered investment adviser | $1 billion to $5 billion |
| Lifemark Securities Corp. | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Northlanding Financial Partners, LLC | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Prosperity Advisory Group LLC | Victor | SEC-registered investment adviser | $100 million to $500 million |
| Rise Advisors, LLC | Rochester | SEC-registered investment adviser | $100 million to $500 million |
| Seneca Financial Advisors LLC | Rochester | SEC-registered investment adviser | $500 million to $1 billion |
| Two Point Capital Management, Inc. | Pittsford | SEC-registered investment adviser | $100 million to $500 million |
| Whitney & Company | Rochester | SEC-registered investment adviser | $1 billion to $5 billion |
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. Fidelity Investments nationwide
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