Best Financial Advisors in Rochester

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Rochester Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 63 44 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Layline Advisors

  • Certified Financial Planner (CFP)

Layline Advisors is a financial planning firm that serves the Rochester area. It offers is financial advisory that involves taking a deep dive into clients' goals and addressing various aspects such as asset allocation, net worth, cash flow, taxes, and retirement. The firm also provides investment management, which covers ESG investments. Layline Advisors was founded in 2016 by Mark Wyand, who formerly worked at an Ameriprise Financial franchise with his father where he created the team's discretionary portfolio platform.

17 Prince Street
Rochester, NY 14607


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