{
  "path": "/advisors/ny/rochester/flat-fee",
  "url": "https://advisorcensus.com/advisors/ny/rochester/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Rochester, NY",
  "filters": {},
  "scope_total": 60,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Rochester, NY?",
      "a": "AdvisorCensus lists 108 investment advisory firms with a principal office in the Rochester metro area, from Form ADV filings as of October 2026: 74 SEC-registered, 29 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Rochester, NY?",
      "a": "46 of the 108 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Rochester, NY offer financial planning?",
      "a": "75 of the 103 firms in Rochester, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Rochester, NY fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 46 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 60 investment advisory firms with a principal office in the Rochester metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Rochester has 108 investment advisory firms with a principal office in the metro area as of October 2026: 74 SEC-registered, 29 state-registered, and 5 exempt reporting advisers. 46 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 44 report under $100 million in regulatory assets under management. The metro area has 445,836 households, 43,867 of them with income of $200,000 or more, or 406 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Rochester, NY: 60 firms from Form ADV filings as of October 2026.",
  "total_firms": 60,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 47,
    "state": 13,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 20
    },
    {
      "code": "percentage_of_aum",
      "count": 53
    },
    {
      "code": "hourly",
      "count": 37
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 60
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 6
    },
    {
      "code": "other",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 17
    },
    {
      "code": "5_to_9",
      "count": 17
    },
    {
      "code": "10_to_19",
      "count": 15
    },
    {
      "code": "20_plus",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 13
    },
    {
      "code": "100m_500m",
      "count": 19
    },
    {
      "code": "500m_1b",
      "count": 8
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 339091,
      "name": "Alesco Advisors, LLC, an ESL Company",
      "name_as_filed": "ALESCO ADVISORS, LLC, AN ESL COMPANY",
      "url": "https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114238,
      "name": "Ashford Advisors, LLC",
      "name_as_filed": "ASHFORD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ashford-advisors-llc-pittsford-ny-114238",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341095,
      "name": "Blue Horizon Equity, Inc.",
      "name_as_filed": "BLUE HORIZON EQUITY, INC.",
      "url": "https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312070,
      "name": "Boyd Capital",
      "name_as_filed": "BOYD CAPITAL",
      "url": "https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284920,
      "name": "Bright Futures Wealth Management, LLC",
      "name_as_filed": "BRIGHT FUTURES WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bright-futures-wealth-management-llc-webster-ny-284920",
      "city": "Webster",
      "state": "NY",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 3875,
      "name": "Brighton Securities Corp.",
      "name_as_filed": "BRIGHTON SECURITIES CORP.",
      "url": "https://advisorcensus.com/firm/brighton-securities-corp-rochester-ny-3875",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165984,
      "name": "Candace Shira Associates, LLC",
      "name_as_filed": "CANDACE SHIRA ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125617,
      "name": "Capital Designs",
      "name_as_filed": "CAPITAL DESIGNS",
      "url": "https://advisorcensus.com/firm/capital-designs-rochester-ny-125617",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 38,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122575,
      "name": "Capstone Investment Financial Group, LLC",
      "name_as_filed": "CAPSTONE INVESTMENT FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/capstone-investment-financial-group-llc-webster-ny-122575",
      "city": "Webster",
      "state": "NY",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335751,
      "name": "Clover Leaf Financial LLC",
      "name_as_filed": "CLOVER LEAF FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/clover-leaf-financial-llc-fairport-ny-335751",
      "city": "Fairport",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124122,
      "name": "COOPER/HAIMS Advisors, LLC",
      "name_as_filed": "COOPER/HAIMS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cooper-haims-advisors-llc-victor-ny-124122",
      "city": "Victor",
      "state": "NY",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119635,
      "name": "Core Alpha, Inc.",
      "name_as_filed": "CORE ALPHA, INC.",
      "url": "https://advisorcensus.com/firm/core-alpha-inc-rochester-ny-119635",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140436,
      "name": "Davie Kaplan Wealth Care Advisors, LLC",
      "name_as_filed": "DAVIE KAPLAN WEALTH CARE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/davie-kaplan-wealth-care-advisors-llc-rochester-ny-140436",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338965,
      "name": "Develop Capital Partners, LP.",
      "name_as_filed": "DEVELOP CAPITAL PARTNERS, LP.",
      "url": "https://advisorcensus.com/firm/develop-capital-partners-lp-pittsford-ny-338965",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157054,
      "name": "Elevation Investment Consulting",
      "name_as_filed": "ELEVATION INVESTMENT CONSULTING",
      "url": "https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325629,
      "name": "Elevatus Wealth Management, LLC",
      "name_as_filed": "ELEVATUS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/elevatus-wealth-management-llc-victor-ny-325629",
      "city": "Victor",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126349,
      "name": "Engleson & Associates",
      "name_as_filed": "ENGLESON & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/engleson-and-associates-rochester-ny-126349",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341229,
      "name": "Factorpoint Planning, LLC",
      "name_as_filed": "FACTORPOINT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/factorpoint-planning-llc-pittsford-ny-341229",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317659,
      "name": "Fiduciary First Advising, LLC",
      "name_as_filed": "FIDUCIARY FIRST ADVISING, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-first-advising-llc-rochester-ny-317659",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114951,
      "name": "Fien Capital Management, LLC",
      "name_as_filed": "FIEN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/fien-capital-management-llc-rochester-ny-114951",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281503,
      "name": "Flower City Capital LLC",
      "name_as_filed": "FLOWER CITY CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/flower-city-capital-llc-pittsford-ny-281503",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128523,
      "name": "Generation Capital Management LLC",
      "name_as_filed": "GENERATION CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/generation-capital-management-llc-pittsford-ny-128523",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105906,
      "name": "Geovest Advisors Inc",
      "name_as_filed": "GEOVEST ADVISORS INC",
      "url": "https://advisorcensus.com/firm/geovest-advisors-inc-fairport-ny-105906",
      "city": "Fairport",
      "state": "NY",
      "years_registered": 38,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171175,
      "name": "Good Life Wealth Management LLC",
      "name_as_filed": "GOOD LIFE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/good-life-wealth-management-llc-livonia-ny-171175",
      "city": "Livonia",
      "state": "NY",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290227,
      "name": "GPS Financial, LLC",
      "name_as_filed": "GPS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339975,
      "name": "Hamewith Wealth",
      "name_as_filed": "HAMEWITH WEALTH",
      "url": "https://advisorcensus.com/firm/hamewith-wealth-rochester-ny-339975",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154031,
      "name": "Highland Wealth Advisory LLC",
      "name_as_filed": "HIGHLAND WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333306,
      "name": "Honeoye Falls Capital LLC",
      "name_as_filed": "HONEOYE FALLS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/honeoye-falls-capital-llc-honeoye-falls-ny-333306",
      "city": "Honeoye Falls",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305239,
      "name": "Horizon Financial",
      "name_as_filed": "HORIZON FINANCIAL",
      "url": "https://advisorcensus.com/firm/horizon-financial-west-henrietta-ny-305239",
      "city": "West Henrietta",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104627,
      "name": "Howe and Rusling, Inc.",
      "name_as_filed": "HOWE AND RUSLING, INC.",
      "url": "https://advisorcensus.com/firm/howe-and-rusling-inc-rochester-ny-104627",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 85,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325574,
      "name": "Hyjc Capital of WNY",
      "name_as_filed": "HYJC CAPITAL OF WNY",
      "url": "https://advisorcensus.com/firm/hyjc-capital-of-wny-lakeville-ny-325574",
      "city": "Lakeville",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310132,
      "name": "Iconoclastic Capital Management LLC",
      "name_as_filed": "ICONOCLASTIC CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/iconoclastic-capital-management-llc-rochester-ny-310132",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342726,
      "name": "Labounty Financial Planning",
      "name_as_filed": "LABOUNTY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/labounty-financial-planning-pittsford-ny-342726",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285136,
      "name": "Layline Advisors",
      "name_as_filed": "LAYLINE ADVISORS",
      "url": "https://advisorcensus.com/firm/layline-advisors-rochester-ny-285136",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 16204,
      "name": "Lifemark Securities Corp.",
      "name_as_filed": "LIFEMARK SECURITIES CORP.",
      "url": "https://advisorcensus.com/firm/lifemark-securities-corp-rochester-ny-16204",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159403,
      "name": "LVW Advisors, LLC",
      "name_as_filed": "LVW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lvw-advisors-llc-pittsford-ny-159403",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126669,
      "name": "Mark Andrew Paganelli",
      "name_as_filed": "MARK ANDREW PAGANELLI",
      "url": "https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 29,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289116,
      "name": "Milestones Private Investment Advisors LLC",
      "name_as_filed": "MILESTONES PRIVATE INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/milestones-private-investment-advisors-llc-fairport-ny-289116",
      "city": "Fairport",
      "state": "NY",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167055,
      "name": "Northlanding Financial Partners, LLC",
      "name_as_filed": "NORTHLANDING FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158964,
      "name": "Novem Group",
      "name_as_filed": "NOVEM GROUP",
      "url": "https://advisorcensus.com/firm/novem-group-rochester-ny-158964",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299698,
      "name": "O'Haver Wealth Management, LLC",
      "name_as_filed": "O'HAVER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/o-haver-wealth-management-llc-newark-ny-299698",
      "city": "Newark",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304255,
      "name": "Oak Crest Advisory, LLC",
      "name_as_filed": "OAK CREST ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/oak-crest-advisory-llc-rochester-ny-304255",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335723,
      "name": "Peartree Advisory",
      "name_as_filed": "PEARTREE ADVISORY",
      "url": "https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317854,
      "name": "Piano Wealth Management",
      "name_as_filed": "PIANO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/piano-wealth-management-victor-ny-317854",
      "city": "Victor",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160052,
      "name": "Prentice Wealth Management LLC",
      "name_as_filed": "PRENTICE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prentice-wealth-management-llc-rochester-ny-160052",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301041,
      "name": "Primetime Wealth Management LLC",
      "name_as_filed": "PRIMETIME WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125580,
      "name": "Professional Financial",
      "name_as_filed": "PROFESSIONAL FINANCIAL",
      "url": "https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310720,
      "name": "Prosperity Advisory Group LLC",
      "name_as_filed": "PROSPERITY ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/prosperity-advisory-group-llc-victor-ny-310720",
      "city": "Victor",
      "state": "NY",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309760,
      "name": "Rise Advisors, LLC",
      "name_as_filed": "RISE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/rise-advisors-llc-rochester-ny-309760",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306782,
      "name": "Rochester Investments",
      "name_as_filed": "ROCHESTER INVESTMENTS",
      "url": "https://advisorcensus.com/firm/rochester-investments-rochester-ny-306782",
      "city": "Rochester",
      "state": "NY",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ny",
      "label": "Financial advisors in New York"
    },
    "metro": {
      "path": "/advisors/ny/rochester",
      "label": "Financial advisors in Rochester, NY"
    },
    "city_pages": [
      {
        "path": "/advisors/ny/rochester/pittsford",
        "label": "Financial advisors in Pittsford, NY",
        "firm_count": 34
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ny/rochester/fee-only",
        "label": "Fee-only financial advisors in Rochester, NY",
        "firm_count": 46
      },
      {
        "path": "/advisors/ny/rochester/hourly",
        "label": "Hourly financial advisors in Rochester, NY",
        "firm_count": 46
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ny/rochester/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Rochester, NY"
      }
    ],
    "state_fee": {
      "path": "/advisors/ny/flat-fee",
      "label": "Flat-fee financial advisors in New York"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}