#1Layline Advisors
LAYLINE ADVISORS, LLC
Based in Rochester, NY
Retirement Plan Advisors in Rochester, NY
The top-ranked retirement plan advisors serving Rochester, NY are Layline Advisors, Ashton Thomas Securities, LLC and Bright Futures Wealth Management, LLC. We list 23 retirement plan advisors serving Rochester, 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 Rochester, NY (Monroe County). 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 Rochester
#2Ashton Thomas Securities, LLC
ASHTON THOMAS SECURITIES, LLCServes this area from Brighton, NY (5 mi)#3Bright Futures Wealth Management, LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLCServes this area from NY#4Oak Crest Advisory, LLC
OAK CREST ADVISORY, LLCServes this area from NY#5Prentice Wealth Management LLC
PRENTICE WEALTH MANAGEMENT LLCServes this area from NY#6Novem Group
NOVEM GROUPServes this area from NY#7Rise Advisors, LLC
RISE ADVISORS, LLCServes this area from NY#8Lvw Advisors, LLC
LVW ADVISORS, LLCServes this area from Pittsford, NY (7 mi)#9Sage Tree Wealth
SAGE TREE WEALTH, INC.Serves this area from Fairport, NY (10 mi)#10High Probability Advisors, LLC
HIGH PROBABILITY ADVISORS, LLCServes this area from NY
13 more providers serving this area
- Generation Capital Management LLC, NY
- Post Resch Tallon Group, NY
- Professional Financial, NY
- Kickstand Wealth Advisors, NY
- Manning & Napier Advisors, LLC, NY
- Milestones Private Investment Advisors LLC, NY
- Elevatus Wealth Management, LLC, NY
- Cooper/haims Advisors, LLC, NY
- Prosperity Advisory Group LLC, NY
- Carosa, Stanton & Depaolo Asset Management, 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 Rochester?
We list 23 retirement plan advisors serving Rochester, NY: 1 based there and 22 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 Rochester?
The top-ranked retirement plan advisors serving Rochester, NY are Layline Advisors, Ashton Thomas Securities, LLC, Bright Futures Wealth Management, LLC, Oak Crest Advisory, LLC and Prentice Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rochester are verified against official records?
10 of the top 10 match an active official record: Layline Advisors (U.S. Securities and Exchange Commission), Ashton Thomas Securities, LLC (U.S. Securities and Exchange Commission), Bright Futures Wealth Management, LLC (U.S. Securities and Exchange Commission), Oak Crest Advisory, LLC (U.S. Securities and Exchange Commission) and Prentice Wealth 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 .