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Financial ADVSR advisor directory · SEC adviser records

Allworth Financial, L.P. financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in Rochester, A to Z.

The short answer

4 registered advisors work at Allworth Financial, L.P. in Rochester, out of 285 at the firm nationwide; it ranks number 41 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Allworth Financial, L.P. advisors in Rochester, A to Z

Every Allworth Financial, L.P. advisor →

Allworth Financial, L.P. advisors in every city and state →Allworth Financial, L.P.: assets, clients and custodians →Allworth news and advisor moves →Allworth Financial, L.P. payout grid vs. other firms →Advisor Moves: who changed firms this week →

Allworth Financial, L.P. advisors in other cities

Folsom, CA 110Sacramento, CA 44Indianapolis, IN 14Addison, TX 12Walnut Creek, CA 8Manasquan, NJ 7Lawrence, KS 6Lynnfield, MA 6Vancouver, WA 6Campbell, CA 5Riverwoods, IL 5Durham, NC 4Tucson, AZ 4Houston, TX 3Norwood, MA 3

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23

Questions

How many financial advisors does Allworth Financial, L.P. have in Rochester?

4 investment adviser representatives are registered at Allworth Financial, L.P. offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Allworth Financial, L.P. one of the largest advisor employers in Rochester?

Allworth Financial, L.P. ranks number 41 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Allworth Financial, L.P. advisor in Rochester?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allworth Financial, L.P. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.