Information was provided by individual money management firms that responded to an email survey. To be eligible for the list, firms must have at least one office in Monroe County and may manage their client's accounts with full discretion.
1 J.P. Morgan Private Bank
2 Manning & Napier Advisors LLC
3 OppenheimerFunds Inc. - Rochester Division
4 Federated Clover Investment Advisors
5 Karpus Management Inc.
6 Alesco Advisors LLC
7 Canandaigua National Bank & Trust
8 QCI Asset Management Inc.
9 Wilmington Trust N.A.
10 Cobblestone Capital Advisors LLC
11 Howe and Rusling Inc.
12 Broadstone Real Estate LLC
13 Forte Capital LLC
14 High Falls Advisors Inc.
15 Genesee Valley Trust Co.
16 HSBC Bank USA N.A.
17 Nocon & Associates
18 Cooper/Haims Advisors LLC
19 Whitney & Co.
20 The Waterford Group LLC
21 Regent Financial Group LLC
22 The Pelican Bay Group at Morgan Stanley
23 Rochester Financial Services
24 HNP Capital LLC
25 ESL Investment Services 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 firstname.lastname@example.org.