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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Whitney & Company financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Whitney & Company office in Rochester, A to Z.

The short answer

7 registered advisors work at Whitney & Company in Rochester, out of 7 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Whitney & Company advisors in Rochester, A to Z

Every Whitney & Company advisor →

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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 Whitney & Company have in Rochester?

7 investment adviser representatives are registered at Whitney & Company offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Whitney & Company one of the largest advisor employers in Rochester?

Whitney & Company ranks number 36 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Whitney & Company 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 Whitney & Company 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.