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Find Top Financial Advisors in Rochester


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rochester. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Rochester

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Rochester, New York
Financial Advisor Office Location Phone Number
Lisa Benchaabane,
Financial Engines Advisors, LLC
350 Linden Oaks,
Rochester, NY  14625
(585) 244-3000
Richard Dougherty, CFP®, AIF®,
Echelon Wealth Advisors, LLC
1159 Pittsford Victor Rd,
Pittsford, NY  14534
(585) 381-1861
Jim Horn,
Financial Engines Advisors, LLC
11 North Street Suite 200,
Canandaigua, NY  14424
1715 Niagara Falls Blvd Suite 300,
Amherst, NY  14228
240 Redtail Rd, Suite #11B,
Orchard Park, NY  14127
(585) 244-3000
(716) 832-0035
(716) 832-0035
Lisa D Miller CFP®,
AXA Advisors, LLC
120 Madison Street,
Syracuse, NY  13202
(315) 425-6343

Information on Qualified Financial Advisors in Rochester

Qualifications CRD# 4663298
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 350 Linden Oaks,
Drive 1st Floor,
Rochester,
NY 
14625
Phone Number (585) 2443000

Joined Financial Engines in 2009. Began her career in the financial services industry in 2000. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Ithaca College. She is married with two children. Lisa enjoys soccer, reading, and spending time with family."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5271824
FirmCRD# 134139 / 39543
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 1159 Pittsford Victor Rd,
Ste 220,
Pittsford,
NY 
14534
Phone Number (585) 3811861

Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER" Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When hes not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.

About Echelon Wealth Advisors, LLC

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.



Qualifications CRD# 5495146
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 11 North Street Suite 200,
Canandaigua,
NY 
14424
Phone Number (585) 2443000

Office Location 1715 Niagara Falls Blvd Suite 300,
Amherst,NY  14228
Phone Number (716) 8320035

Office Location 240 Redtail Rd, Suite #11B,
Orchard Park,NY  14127
Phone Number (716) 8320035

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 0004612774
Series 7, 24, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY 
13202
Phone Number (315) 4256343

About AXA Advisors, LLC

Financial services isn’t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It’s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals—from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the “at retirement” needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.



List of Additional Financial Advisors in or around Rochester, New York
Engleson & Associates Rochester, NY
Wealth Management Group, LLC Rochester, NY
Ewpc, Llc Rochester, NY
Arabella Wealth Advisors Syracuse, NY

Select other cities around Rochester, New York to broaden your search for a financial advisor