List of Financial advisors in Rochester
Rochester, New York, has 188 Financial advisors in this dataset, last verified September 6, 2026. It is the second-largest of the 5 New York cities we track, behind New York (240) and ahead of Albany (144). Local listings make up 12% of all Financial advisors in New York.
42 Financial advisors in Rochester list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 22.9% is in line with the New York average (24.1%), and 98.4% of listings include a phone number.
With 99.5% already online (in line with 93.6% across New York), only 1 Financial advisors in Rochester lack a website, so site improvements and SEO are the stronger pitch. 44 of their websites list a contact page URL.
74% of the 84 rated Financial advisors in Rochester hold a 5-star average, in line with the New York figure of 75%. The 5 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
26
12
32
8
YouTube
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Financial advisors List in Rochester
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Boyd Capital Management | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Matthew Fairchild - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Financial Partners of Upstate New York | Address | Rochester | New York | United States | Email | Phone | 3 | 2.3 | — | — | — | — | ||
 | Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Paul Stack - Financial Advisor, Ameriprise Financial Services, LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | TIAA Financial Services | Address | Rochester | New York | United States | Email | Phone | 10 | 1.1 | ||||||
 | Nacca Wealth Partners | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ricci Elnicki - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Mason Wealth Management LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Four Corners Group - Morgan Stanley | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Rochester Group - UBS Financial Services Inc. | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rochester Wealth Solutions | Address | Rochester | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Robert W Nestrick | Address | Rochester | New York | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Nicholas W. Lennon - RBC Wealth Management Financial Advisor | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rohini Daliya - Financial Advisor, Ameriprise Financial Services, LLC | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 188 records with complete field coverage.
Get the full Financial advisors database
188 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Rochester
Most popular business categories across Rochester
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Rochester
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 188 Financial advisors in Rochester, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Rochester, New York
Each of these buyers can work the 188 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 188 Financial advisors in Rochester.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Contact Form and Email Outreach in Rochester, New York
Start with the 42 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (185): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Website contact forms (44): businesses with a contact page URL give you another way in when no email is listed.
- Email sequences (43): 22.9% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Rochester, New York
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (5): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (162): 86% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Rochester
With 188 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 188 Financial advisors in Rochester and plan visit days by neighborhood.
- Postal code patches: split Rochester by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 4 other New York cities we track are the next step once Rochester accounts are covered.
Data Coverage for Financial advisors in Rochester
188 records · verified September 6, 2026
- Phone numbers
- 185
- Email addresses
- 43
- Phone and email
- 42
- Websites
- 187
Google ratings· 84 rated (45%)
74% hold 5 stars
- 1-star rated
- 4
- 4.8% of rated
- 2-star rated
- 1
- 1.2% of rated
- 3-star rated
- 10
- 11.9% of rated
- 4-star rated
- 7
- 8.3% of rated
- 5-star rated
- 62
- 73.8% of rated
Social profiles:
- LinkedIn:32· 17%
- Facebook:26· 13.8%
- X (Twitter):18· 9.6%
- Instagram:12· 6.4%
- YouTube:8· 4.3%
Financial advisors in Rochester are a phone-first market: 98.4% list a phone number but only 22.9% publish an email. Among 84 rated Financial advisors, 74% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
Browse datasets for Financial advisors across nearby locations
Frequently asked questions about Financial advisors in Rochester, New York
Everything you need to know about our financial advisors database for Rochester, New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Rochester, New York?
There are 188 financial advisors in Rochester, New York in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Rochester market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Rochester, New York?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Rochester, New York?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Rochester, New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Rochester, New York as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Rochester, New York cost?
The complete financial advisors leads database for Rochester, New York costs $10 as a one-time payment.
You get instant access to all 188 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Rochester, New York specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Rochester, New York financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Rochester, New York have phone numbers?
185 financial advisors in Rochester, New York (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Rochester, New York have email addresses?
43 financial advisors in Rochester, New York (23%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Rochester, New York have both a phone number and an email address?
42 financial advisors in Rochester, New York have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Rochester, New York are active on social media?
Social profile coverage for financial advisors in Rochester, New York: 32 on LinkedIn, 26 on Facebook, 12 on Instagram, 8 on YouTube, 18 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Rochester, New York have a website?
187 financial advisors in Rochester, New York (99%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Rochester, New York do not have a website?
1 financial advisors in Rochester, New York operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Rochester, New York?
Rating breakdown for financial advisors in Rochester, New York: 62 with a 5-star rating, 7 with a 4-star rating, 10 with a 3-star rating, 1 with a 2-star rating, 4 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of New York or the entire US?
Yes. Beyond Rochester, we offer the complete Financial advisors database for New York and a national all-50-states version.
If you buy the Rochester list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Rochester, New York legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.