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Money Managers

Rochester Business Journal
May 9, 2014

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.  

Money Managers

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

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