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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Kingswood Wealth Advisors, LLC financial advisors in Rochester, NY

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

The short answer

3 registered advisors work at Kingswood Wealth Advisors, LLC in Rochester, out of 113 at the firm nationwide; it ranks number 48 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors in Rochester, A to Z

Every Kingswood Wealth Advisors, LLC advisor →

Kingswood Wealth Advisors, LLC advisors in every city and state →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →Advisor Moves: who changed firms this week →

Kingswood Wealth Advisors, LLC advisors in other cities

San Diego, CA 48Franklin, TN 4Nashville, TN 4New York, NY 4Roseville, CA 3Clearwater, FL 2Dalton, GA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2Santa Barbara, CA 2Watkinsville, GA 2Alexandria, VA 1Athens, GA 1Atlanta, GA 1

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 Kingswood Wealth Advisors, LLC have in Rochester?

3 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 113 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Kingswood Wealth Advisors, LLC one of the largest advisor employers in Rochester?

Kingswood Wealth Advisors, LLC ranks number 48 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Kingswood Wealth 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 Kingswood Wealth 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.