FORTE CAPITAL LLC

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

Advisory Services Provided:

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

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

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.