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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Davie Kaplan Wealth Care Advisors, LLC financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Davie Kaplan Wealth Care Advisors, LLC office in Rochester, A to Z.

The short answer

15 registered advisors work at Davie Kaplan Wealth Care Advisors, LLC in Rochester, out of 15 at the firm nationwide; it ranks number 19 in the city by advisors. 3 list the CFP designation and 15 are also registered broker representatives.

Davie Kaplan Wealth Care Advisors, LLC advisors in Rochester, A to Z

Every Davie Kaplan Wealth Care Advisors, LLC advisor →

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Other firms in Rochester

All Rochester advisors →

Equitable Advisors, LLC 64LPL Financial LLC 60Morgan Stanley 59UBS Financial Services Inc. 55MML Investors Services, LLC 49Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 39Ameriprise Financial Services, LLC 30J.P. Morgan Securities LLC 30Strategic Advisers LLC 27Ashton Thomas Securities, LLC 25

Questions

How many financial advisors does Davie Kaplan Wealth Care Advisors, LLC have in Rochester?

15 investment adviser representatives are registered at Davie Kaplan Wealth Care Advisors, LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 3 list the CFP designation and 15 are also registered as broker representatives.

Is Davie Kaplan Wealth Care Advisors, LLC one of the largest advisor employers in Rochester?

Davie Kaplan Wealth Care Advisors, LLC ranks number 19 in Rochester by registered advisors; Equitable Advisors, LLC has the most, with 64.

How do I check a Davie Kaplan Wealth Care Advisors, LLC 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 Davie Kaplan Wealth Care Advisors, LLC 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.