FORTE CAPITAL LLC - Financial Advisor in New York, Rochester

Tel: 585-586-8100 400 Linden Oaks Suite 310 Rochester, New York 14625

About FORTE CAPITAL LLC

FORTE CAPITAL LLC is a Rochester, New York based financial advisory firm with nearly $1,452,382,644 in assets under management and provides investment advisory services for 2180 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

109941

Firm SEC#:

801-55817

Assets Under Management:

$1,452,382,644

No. of Clients:

2180

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Rochester

FirmCRD#:108023

SEC#:801-55482

No. of Advisors:41

No. of Clients:3163

AUM:$2,577,480,524

FirmCRD#:158964

SEC#:801-72741

No. of Advisors:50

No. of Clients:4381

AUM:$1,170,631,357

FirmCRD#:117307

SEC#:801-60710

No. of Advisors:12

No. of Clients:1625

AUM:$1,017,218,031

FirmCRD#:152824

SEC#:801-71051

No. of Advisors:19

No. of Clients:1072

AUM:$693,608,122

FirmCRD#:108678

SEC#:801-34161

No. of Advisors:17

No. of Clients:1704

AUM:$520,584,654

FirmCRD#:160052

SEC#:801-76490

No. of Advisors:14

No. of Clients:1853

AUM:$467,163,139

FirmCRD#:16629

SEC#:801-69225

No. of Advisors:24

No. of Clients:1799

AUM:$409,080,530

FirmCRD#:309760

SEC#:801-119066

No. of Advisors:7

No. of Clients:1169

AUM:$340,850,820

FirmCRD#:122620

SEC#:801-64160

No. of Advisors:2

No. of Clients:111

AUM:$286,350,171

FirmCRD#:154387

SEC#:801-71976

No. of Advisors:10

No. of Clients:1

AUM:$262,396,999

FirmCRD#:16204

SEC#:801-68438

No. of Advisors:86

No. of Clients:1231

AUM:$246,107,839

FirmCRD#:141220

SEC#:801-67003

No. of Advisors:4

No. of Clients:310

AUM:$133,842,600

FirmCRD#:104814

SEC#:801-26716

No. of Advisors:2

No. of Clients:114

AUM:$130,000,000

FirmCRD#:312070

SEC#:801-120330

No. of Advisors:3

No. of Clients:643

AUM:$124,496,187

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

COBBLESTONE CAPITAL ADVISORS, LLC

108023

801-55482

3163

$2,577,480,524

NOVEM GROUP

158964

801-72741

4381

$1,170,631,357

WHITNEY & COMPANY

117307

801-60710

1625

$1,017,218,031

SENECA FINANCIAL ADVISORS LLC

152824

801-71051

1072

$693,608,122

HIGH FALLS ADVISORS, INC.

108678

801-34161

1704

$520,584,654

PRENTICE WEALTH MANAGEMENT LLC

160052

801-76490

1853

$467,163,139

ASHTON THOMAS SECURITIES, LLC

16629

801-69225

1799

$409,080,530

RISE ADVISORS, LLC

309760

801-119066

1169

$340,850,820

INDIANO CAPITAL MANAGEMENT

122620

801-64160

111

$286,350,171

BEXIL ADVISERS LLC

154387

801-71976

$262,396,999

LIFEMARK SECURITIES CORP.

16204

801-68438

1231

$246,107,839

HAYES ASSET MANAGEMENT, LLC

141220

801-67003

310

$133,842,600

STEVEN CHARLES CAPITAL LTD

104814

801-26716

114

$130,000,000

BOYD CAPITAL

312070

801-120330

643

$124,496,187

Explore More Financial Advisor Firms in Rochester, New York >>