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
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 firstname.lastname@example.org.