AdvisorCensus / Financial advisors / New York / Rochester, NY / New firms

New investment advisory firms in Rochester, NY

10 investment advisory firms in Rochester, NY first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Rochester, NY · Atom feed · How this list is built

August 2026 (1)

Firm	Location	Registration
Five Stones Capital	Rochester, NY	Exempt reporting adviser

June 2026 (1)

Firm	Location	Registration
Blue Horizon Equity, Inc.	Pittsford, NY	SEC-registered investment adviser

May 2026 (5)

Firm	Location	Registration
Factorpoint Planning, LLC	Pittsford, NY	SEC-registered investment adviser
JQL Wealth	Pittsford, NY	SEC-registered investment adviser
Stone Oak Capital LLC	Rochester, NY	SEC-registered investment adviser
Upstate Advisers Inc	Pittsford, NY	SEC-registered investment adviser
WGS Management Services, Inc	Rochester, NY	SEC-registered investment adviser

March 2026 (1)

Firm	Location	Registration
Develop Capital Partners, LP.	Pittsford, NY	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
Alesco Advisors, LLC, an ESL Company	Pittsford, NY	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Iconoclastic Capital Management LLC	Rochester, NY	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Rochester, NY. https://advisorcensus.com/advisors/ny/rochester/new-firms
https://advisorcensus.com/advisors/ny/rochester/new-firms