#1Ashton Thomas Securities, LLC
ASHTON THOMAS SECURITIES, LLC
Based in Brighton, NY
Retirement Plan Advisors in Monroe County, NY
The top-ranked retirement plan advisors serving Monroe County, NY are Ashton Thomas Securities, LLC, Bright Futures Wealth Management, LLC and Carosa, Stanton & Depaolo Asset Management, LLC. We list 23 retirement plan advisors serving Monroe County, NY. 23 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Monroe County, NY. 23 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Monroe County
#2Bright Futures Wealth Management, LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLCBased in NY#3Carosa, Stanton & Depaolo Asset Management, LLC
CAROSA STANTON ASSET MANAGEMENT, LLCBased in NY#4Elevatus Wealth Management, LLC
ELEVATUS WEALTH MANAGEMENT, LLCBased in NY#5Generation Capital Management LLC
GENERATION CAPITAL MANAGEMENT LLCBased in NY#6High Probability Advisors, LLC
HIGH PROBABILITY ADVISORS, LLCBased in NY#7Kickstand Wealth Advisors
KICKSTAND VENTURES, LLCBased in NY#8Layline Advisors
LAYLINE ADVISORS, LLCBased in Rochester, NY#9Lvw Advisors, LLC
LVW ADVISORS, LLCBased in Pittsford, NY#10Manning & Napier Advisors, LLC
MANNING & NAPIER ADVISORS, LLCBased in NY
13 more providers serving this area
- Milestones Private Investment Advisors LLC, NY
- Novem Group, NY
- Oak Crest Advisory, LLC, NY
- Post Resch Tallon Group, NY
- Prentice Wealth Management LLC, NY
- Professional Financial, NY
- Rise Advisors, LLC, NY
- Sage Tree Wealth, Fairport, NY
- Cooper/haims Advisors, LLC, NY
- Prosperity Advisory Group LLC, NY
- The Pitti Group Wealth Management, LLC, NY
- Transparent Wealth Consulting LLC, NY
- Simco Financial, NY
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Frequently asked questions
How many retirement plan advisors serve Monroe County?
We list 23 retirement plan advisors serving Monroe County, NY: 18 based there and 5 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Monroe County?
The top-ranked retirement plan advisors serving Monroe County, NY are Ashton Thomas Securities, LLC, Bright Futures Wealth Management, LLC, Carosa, Stanton & Depaolo Asset Management, LLC, Elevatus Wealth Management, LLC and Generation Capital Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Monroe County are verified against official records?
10 of the top 10 match an active official record: Ashton Thomas Securities, LLC (U.S. Securities and Exchange Commission), Bright Futures Wealth Management, LLC (U.S. Securities and Exchange Commission), Carosa, Stanton & Depaolo Asset Management, LLC (U.S. Securities and Exchange Commission), Elevatus Wealth Management, LLC (U.S. Securities and Exchange Commission) and Generation Capital Management LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Monroe County
Communities served
Greece, North Gates, Brockport, Rochester Institute of Technology, East Rochester, Hilton, Webster, Fairport, Hamlin, Gates, Clarkson, Spencerport, Honeoye Falls, Churchville, Scottsville, Pittsford, St. John Fisher College, Nazareth College