# Hourly financial advisors in Rochester, NY

> AdvisorCensus lists 46 investment advisory firms with a principal office in the Rochester metro area that report hourly charges 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/rochester/hourly

## At a glance

- Investment advisory firms: 46
- Registration: SEC-registered investment adviser: 33, State-registered investment adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (28%); Percentage of assets 40 (87%); Hourly charges 46 (100%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 37 (80%); Commissions 3 (7%); Performance-based fees 5 (11%); Other 3 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (11%); $25 million to $100 million 11 (24%); $100 million to $500 million 16 (35%); $500 million to $1 billion 5 (11%); $1 billion to $5 billion 3 (7%); Not reported 6 (13%)
- Years registered: Under 5 years 11 (24%); 5 to 9 years 14 (30%); 10 to 19 years 13 (28%); 20 years or more 8 (17%)

## Firms (page 1 of 1, 1 to 46 of 46, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Blue Horizon Equity, Inc.](https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095) ([md](https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095.md)) | 341095 | Pittsford, NY | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Boyd Capital](https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070) ([md](https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070.md)) | 312070 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Bright Futures Wealth Management, LLC](https://advisorcensus.com/firm/bright-futures-wealth-management-llc-webster-ny-284920) ([md](https://advisorcensus.com/firm/bright-futures-wealth-management-llc-webster-ny-284920.md)) | 284920 | Webster, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Brighton Securities Corp.](https://advisorcensus.com/firm/brighton-securities-corp-rochester-ny-3875) ([md](https://advisorcensus.com/firm/brighton-securities-corp-rochester-ny-3875.md)) | 3875 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee, Commissions |
| [Candace Shira Associates, LLC](https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984) ([md](https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984.md)) | 165984 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Capital Designs](https://advisorcensus.com/firm/capital-designs-rochester-ny-125617) ([md](https://advisorcensus.com/firm/capital-designs-rochester-ny-125617.md)) | 125617 | Rochester, NY | State-registered investment adviser | Not reported | 38 | Hourly, Fixed fee |
| [Capstone Investment Financial Group, LLC](https://advisorcensus.com/firm/capstone-investment-financial-group-llc-webster-ny-122575) ([md](https://advisorcensus.com/firm/capstone-investment-financial-group-llc-webster-ny-122575.md)) | 122575 | Webster, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Performance fee |
| [Castle Advisors Group, LLC](https://advisorcensus.com/firm/castle-advisors-group-llc-rochester-ny-299340) ([md](https://advisorcensus.com/firm/castle-advisors-group-llc-rochester-ny-299340.md)) | 299340 | Rochester, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [COOPER/HAIMS Advisors, LLC](https://advisorcensus.com/firm/cooper-haims-advisors-llc-victor-ny-124122) ([md](https://advisorcensus.com/firm/cooper-haims-advisors-llc-victor-ny-124122.md)) | 124122 | Victor, NY | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Davie Kaplan Wealth Care Advisors, LLC](https://advisorcensus.com/firm/davie-kaplan-wealth-care-advisors-llc-rochester-ny-140436) ([md](https://advisorcensus.com/firm/davie-kaplan-wealth-care-advisors-llc-rochester-ny-140436.md)) | 140436 | Rochester, NY | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Elevation Investment Consulting](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054) ([md](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054.md)) | 157054 | Rochester, NY | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Elevatus Wealth Management, LLC](https://advisorcensus.com/firm/elevatus-wealth-management-llc-victor-ny-325629) ([md](https://advisorcensus.com/firm/elevatus-wealth-management-llc-victor-ny-325629.md)) | 325629 | Victor, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Engleson & Associates](https://advisorcensus.com/firm/engleson-and-associates-rochester-ny-126349) ([md](https://advisorcensus.com/firm/engleson-and-associates-rochester-ny-126349.md)) | 126349 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [Fiduciary First Advising, LLC](https://advisorcensus.com/firm/fiduciary-first-advising-llc-rochester-ny-317659) ([md](https://advisorcensus.com/firm/fiduciary-first-advising-llc-rochester-ny-317659.md)) | 317659 | Rochester, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Fien Capital Management, LLC](https://advisorcensus.com/firm/fien-capital-management-llc-rochester-ny-114951) ([md](https://advisorcensus.com/firm/fien-capital-management-llc-rochester-ny-114951.md)) | 114951 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [FLFS Advisory LLC](https://advisorcensus.com/firm/flfs-advisory-llc-victor-ny-334771) ([md](https://advisorcensus.com/firm/flfs-advisory-llc-victor-ny-334771.md)) | 334771 | Victor, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee |
| [FSP Advisors, Inc.](https://advisorcensus.com/firm/fsp-advisors-inc-rochester-ny-158482) ([md](https://advisorcensus.com/firm/fsp-advisors-inc-rochester-ny-158482.md)) | 158482 | Rochester, NY | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [GPS Financial, LLC](https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227) ([md](https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227.md)) | 290227 | Pittsford, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Highland Wealth Advisory LLC](https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031) ([md](https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031.md)) | 154031 | Rochester, NY | State-registered investment adviser | Not reported | 16 | % of assets, Hourly, Fixed fee |
| [Honeoye Falls Capital LLC](https://advisorcensus.com/firm/honeoye-falls-capital-llc-honeoye-falls-ny-333306) ([md](https://advisorcensus.com/firm/honeoye-falls-capital-llc-honeoye-falls-ny-333306.md)) | 333306 | Honeoye Falls, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Iconoclastic Capital Management LLC](https://advisorcensus.com/firm/iconoclastic-capital-management-llc-rochester-ny-310132) ([md](https://advisorcensus.com/firm/iconoclastic-capital-management-llc-rochester-ny-310132.md)) | 310132 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Lifemark Securities Corp.](https://advisorcensus.com/firm/lifemark-securities-corp-rochester-ny-16204) ([md](https://advisorcensus.com/firm/lifemark-securities-corp-rochester-ny-16204.md)) | 16204 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Linden Financial Consultants, LLC](https://advisorcensus.com/firm/linden-financial-consultants-llc-rochester-ny-168676) ([md](https://advisorcensus.com/firm/linden-financial-consultants-llc-rochester-ny-168676.md)) | 168676 | Rochester, NY | State-registered investment adviser | Not reported | 12 | Hourly |
| [Lynnleigh & Company, LLC](https://advisorcensus.com/firm/lynnleigh-and-company-llc-pittsford-ny-285044) ([md](https://advisorcensus.com/firm/lynnleigh-and-company-llc-pittsford-ny-285044.md)) | 285044 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Mark Andrew Paganelli](https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669) ([md](https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669.md)) | 126669 | Pittsford, NY | State-registered investment adviser | Not reported | 29 | Hourly, Fixed fee, Other |
| [Northlanding Financial Partners, LLC](https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055) ([md](https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055.md)) | 167055 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Novem Group](https://advisorcensus.com/firm/novem-group-rochester-ny-158964) ([md](https://advisorcensus.com/firm/novem-group-rochester-ny-158964.md)) | 158964 | Rochester, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Occam Capital Management, LLC](https://advisorcensus.com/firm/occam-capital-management-llc-pittsford-ny-108201) ([md](https://advisorcensus.com/firm/occam-capital-management-llc-pittsford-ny-108201.md)) | 108201 | Pittsford, NY | SEC-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Peartree Advisory](https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723) ([md](https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723.md)) | 335723 | Rochester, NY | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Piano Wealth Management](https://advisorcensus.com/firm/piano-wealth-management-victor-ny-317854) ([md](https://advisorcensus.com/firm/piano-wealth-management-victor-ny-317854.md)) | 317854 | Victor, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Prentice Wealth Management LLC](https://advisorcensus.com/firm/prentice-wealth-management-llc-rochester-ny-160052) ([md](https://advisorcensus.com/firm/prentice-wealth-management-llc-rochester-ny-160052.md)) | 160052 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Subscription, Fixed fee |
| [Primetime Wealth Management LLC](https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041) ([md](https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041.md)) | 301041 | Pittsford, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Professional Financial](https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580) ([md](https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580.md)) | 125580 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Prosperity Advisory Group LLC](https://advisorcensus.com/firm/prosperity-advisory-group-llc-victor-ny-310720) ([md](https://advisorcensus.com/firm/prosperity-advisory-group-llc-victor-ny-310720.md)) | 310720 | Victor, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [RDG Capital Management LLC](https://advisorcensus.com/firm/rdg-capital-management-llc-pittsford-ny-329749) ([md](https://advisorcensus.com/firm/rdg-capital-management-llc-pittsford-ny-329749.md)) | 329749 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Rise Advisors, LLC](https://advisorcensus.com/firm/rise-advisors-llc-rochester-ny-309760) ([md](https://advisorcensus.com/firm/rise-advisors-llc-rochester-ny-309760.md)) | 309760 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rochester Investments](https://advisorcensus.com/firm/rochester-investments-rochester-ny-306782) ([md](https://advisorcensus.com/firm/rochester-investments-rochester-ny-306782.md)) | 306782 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Ryse Capital Management](https://advisorcensus.com/firm/ryse-capital-management-rochester-ny-334978) ([md](https://advisorcensus.com/firm/ryse-capital-management-rochester-ny-334978.md)) | 334978 | Rochester, NY | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee |
| [Sage Tree Wealth](https://advisorcensus.com/firm/sage-tree-wealth-fairport-ny-298951) ([md](https://advisorcensus.com/firm/sage-tree-wealth-fairport-ny-298951.md)) | 298951 | Fairport, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Sage, Rutty & Co., Inc.](https://advisorcensus.com/firm/sage-rutty-and-co-inc-rochester-ny-3254) ([md](https://advisorcensus.com/firm/sage-rutty-and-co-inc-rochester-ny-3254.md)) | 3254 | Rochester, NY | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee |
| [Seneca Financial Advisors LLC](https://advisorcensus.com/firm/seneca-financial-advisors-llc-rochester-ny-152824) ([md](https://advisorcensus.com/firm/seneca-financial-advisors-llc-rochester-ny-152824.md)) | 152824 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [The Pitti Group Wealth Management, LLC](https://advisorcensus.com/firm/the-pitti-group-wealth-management-llc-victor-ny-314685) ([md](https://advisorcensus.com/firm/the-pitti-group-wealth-management-llc-victor-ny-314685.md)) | 314685 | Victor, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Transparent Wealth Consulting LLC](https://advisorcensus.com/firm/transparent-wealth-consulting-llc-new-york-ny-283193) ([md](https://advisorcensus.com/firm/transparent-wealth-consulting-llc-new-york-ny-283193.md)) | 283193 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [W & S Management Services, Inc.](https://advisorcensus.com/firm/w-and-s-management-services-inc-rochester-ny-127852) ([md](https://advisorcensus.com/firm/w-and-s-management-services-inc-rochester-ny-127852.md)) | 127852 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wealth Strategies & Solutions, Ltd.](https://advisorcensus.com/firm/wealth-strategies-and-solutions-ltd-rochester-ny-297130) ([md](https://advisorcensus.com/firm/wealth-strategies-and-solutions-ltd-rochester-ny-297130.md)) | 297130 | Rochester, NY | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Other |
| [WGS Management Services, Inc](https://advisorcensus.com/firm/wgs-management-services-inc-rochester-ny-270003) ([md](https://advisorcensus.com/firm/wgs-management-services-inc-rochester-ny-270003.md)) | 270003 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |

## Questions people ask

**How many financial advisory firms are there in Rochester, NY?**
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.

**How many fee-only financial advisors are in Rochester, NY?**
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.

**How many financial advisors in Rochester, NY offer financial planning?**
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.

**Are the financial advisors in Rochester, NY fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in New York](https://advisorcensus.com/advisors/ny) (https://advisorcensus.com/advisors/ny.md)
- [Financial advisors in Rochester, NY](https://advisorcensus.com/advisors/ny/rochester) (https://advisorcensus.com/advisors/ny/rochester.md)
- [Hourly financial advisors in New York](https://advisorcensus.com/advisors/ny/hourly) (https://advisorcensus.com/advisors/ny/hourly.md)
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Cite as: AdvisorCensus. Hourly financial advisors in Rochester, NY: 46 firms from Form ADV filings as of October 2026.