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Money Managers

Rochester Business Journal
May 10, 2013

Information was provided by individual money management firms that responded to an email or fax survey. Ranked by total assets managed locally as of Dec. 31, 2012

Rank      Company
1  J.P. Morgan Chase Private Bank
2  Manning & Napier Advisors LLC
3  OppenheimerFunds Inc. - Rochester Division
4  Karpus Management Inc.
5  Federated Clover Investment Advisors
6  Alesco Advisors LLC
7  Canandaigua National Bank & Trust
8  Wilmington Trust N.A.
9  QCI Asset Management Inc.
10  Cobblestone Capital Advisors LLC
11  The Pelican Bay Group at Morgan Stanley Smith Barney
12  Howe and Rusling Inc.
13  Forte Capital LLC
14  High Falls Advisiors LLC
15  Genesee Valley Trust Co.
16  HSBC Bank USA N.A.
17  Nocon & Associates
18  Cooper/Haims Advisors LLC
19  Whitney & Co.
20  GeoVest Advisors Inc.
21  Regent Financial Group LLC
    The Waterford Group LLC
23  HNP   Capital
    Rochster Financial Services
25  Fien Capital Management LLC

Data from The Lists is available for purchase as an Excel download at the RBJ List Center. A PDF reprint of The Lists can be purchased by contacting our Circulation Department at 585-546-8303 or email

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