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Financial Advisors in Irondequoit, NY: 2026 rankings

103 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Irondequoit: Iconoclastic Capital Management, RFA Score 76/100; 5.0★ from 65 Google reviews.

  2. 3

    Most-reviewed: Brighton Securities, 117 Google reviews at 4.4★, the most of 103 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

103 Irondequoit financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 103 rated firms.

Top 10 financial advisors in Irondequoit at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Irondequoit at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Iconoclastic Capital Management765.0★ (65)Rochester, 4 mi away—Top score
2Delise Whitfield: Primerica - Financial Services755.0★ (55)Rochester, 5 mi away——
3Brighton Securities744.4★ (117)Rochester, 6 mi away—Most reviews
4Yaeger Treviso & Associates Inc744.7★ (40)Irondequoit——
5Alex Neri, CERTIFIED FINANCIAL PLANNER745.0★ (71)Brighton, 13 mi away——
6CFG THE MONEY DOCS735.0★ (47)Brighton, 9 mi away——
7O'Keefe Stevens Advisory, Inc.735.0★ (32)Rochester, 4 mi away——
8MedPro Financials735.0★ (21)IrondequoitSat · Sun · Evenings—
9Lisa Benchaabane - Edelman Financial Engines735.0★ (35)Rochester, 7 mi away——
10Invessent LLC.734.9★ (31)Rochester, 5 mi away——

All 103 financial advisors in Irondequoit, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Brighton Securities

    Based in Rochester, 6 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.4★ from 117 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 117 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1703 Monroe Ave, Rochester, NY 14618
    View profile for Brighton Securities(585) 473-3590

  6. #6 CFG THE MONEY DOCS

    Based in Brighton, 9 mi away

    73/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    441 Penbrooke Dr Ste 5, Penfield, NY 14526
    View profile for CFG THE MONEY DOCS(585) 248-5150

  10. #10 Invessent LLC.

    Based in Rochester, 5 mi away

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    One S Washington St Ste 130, Rochester, NY 14614
    View profile for Invessent LLC.(585) 510-7060

  11. #11 Rise Advisors LLC.

    Based in Rochester, 7 mi away

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    500 Linden Oaks Ste 320, Rochester, NY 14625
    View profile for Rise Advisors LLC.(585) 565-3444

  12. #12 Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments

    Based in Rochester, 1 mi away

    72/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–9 PM · Fri 9 AM–4 PM · Sat 9 AM–9 PM · Sun closed
    Address
    485 Titus Ave Ste E, Rochester, NY 14617
    View profile for Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments(585) 339-9681

  16. #16 Turning Point Advisors

    Based in Rochester, 7 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2024 W Henrietta Rd Ste 3F, Rochester, NY 14623
    View profile for Turning Point Advisors(585) 380-1099

  22. #22 Allworth Financial

    Based in Rochester, 4 mi away

    71/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    180 S Clinton Ave #300, Rochester, NY 14604
    View profile for Allworth Financial(585) 935-5300

  24. #24 Canandaigua National Bank

    Based in Rochester, 1 mi away

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 24 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2128 Hudson Ave, Rochester, NY 14617
    View profile for Canandaigua National Bank(585) 544-3511

  25. #25 Canandaigua National Bank

    Based in Rochester, 6 mi away

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2455 W Ridge Rd, Rochester, NY 14626
    View profile for Canandaigua National Bank(585) 720-1160

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 103 ranked financial advisors here; the rest are on their profiles.

financial advisors in Irondequoit, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26DB Wealth Enterprises LLC704.9★ (14)4 mi
27Howe & Rusling Wealth Management705.0★ (14)5 mi
28Nicholas Savas CFP® RICP®705.0★ (26)13 mi
29AIO Fee Only Financial Advisors705.0★ (15)8 mi
30Dave Pulcini - Certified Financial Planner705.0★ (22)13 mi
31Canandaigua National Bank704.0★ (24)4 mi
32SixPoint Financial Partners695.0★ (21)13 mi
33Edelman Financial Engines694.9★ (14)7 mi
34Angelo Planning Group, LLC694.6★ (18)8 mi
35Bank of America Financial Center693.7★ (36)5 mi
36Ted Borowiak - Edelman Financial Engines695.0★ (12)7 mi
37R.P. Damico & Associates, Inc.695.0★ (6)In Irondequoit
38PMG Financial Group | The Medicare Guyz695.0★ (12)8 mi
39The Gaudino Group694.7★ (10)5 mi
40Edward Jones - Financial Advisor: Carla M Morris694.6★ (9)4 mi
41The Mayeu Financial Group685.0★ (13)11 mi
42Edward Jones - Financial Advisor: Troy Gribnau684.3★ (6)In Irondequoit
43Sage Rutty & Co., Inc.684.2★ (16)8 mi
44Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA®685.0★ (14)13 mi
45Edward Jones - Financial Advisor: Amy B Waldron, AAMS®|AFFP®685.0★ (4)In Irondequoit
46FocalPoint Wealth Management685.0★ (4)In Irondequoit
47Vespoke - Wealth Management684.9★ (8)7 mi
48Converge Wealth Partners, LLC685.0★ (12)12 mi
49Bank of America (with Drive-thru ATM)683.8★ (12)6 mi
50The Gregory L. Schaffer Companies675.0★ (5)4 mi

Also serving Irondequoit

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Irondequoit
BusinessGoogle ratingDistance
Anchor Wealth AdvisorsIn Irondequoit
DFL Capital5.0★ (1)In Irondequoit
Doeren Mayhew5.0★ (2)4 mi
Edward JonesIn Irondequoit
Edward Jones - Financial Advisor: Matthew D Terp5.0★ (1)In Irondequoit
Edward Jones - Financial Advisor: Robert W Nestrick5.0★ (2)4 mi
Harbor Light Capital5.0★ (1)In Irondequoit
Merola Capital ManagementIn Irondequoit
Monetarily Savvy5.0★ (1)In Irondequoit
Morrowgate Private WealthIn Irondequoit
Mountain Capital PlanningIn Irondequoit
Pajama FinancialIn Irondequoit
Research Financial Group5.0★ (2)4 mi
Riley Whalen Inc.In Irondequoit
Rita Labeta - Financial Advisor, Ameriprise Financial Services, LLCIn Irondequoit
SPA Capital Management, LLC.In Irondequoit
TMM ConsultingIn Irondequoit
Weller Financial Group5.0★ (2)In Irondequoit
Will Hess - Financial Advisor5.0★ (1)In Irondequoit
Xceed Wealth Management Group5.0★ (1)In Irondequoit

How we ranked Irondequoit financial advisors

We scored 103 Irondequoit financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Irondequoit data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Irondequoit: frequently asked questions

Which financial advisor has the highest RFA Score in Irondequoit?

By RFA Score, the highest-ranked financial advisor in Irondequoit, NY is Iconoclastic Capital Management with an RFA Score of 76/100. It has 5.0★ from 65 Google reviews. Delise Whitfield: Primerica - Financial Services (#2) and Brighton Securities (#3) follow. We ranked 103 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Irondequoit?

RankedFinancialAdvisors ranks 103 financial advisors serving Irondequoit, NY. 7 of them are based in Irondequoit; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Irondequoit work on weekends?

12 of 103 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are MedPro Financials (#8), Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments (#12) and Bank of America (with Drive-thru ATM) (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Irondequoit financial advisors have?

The median Google rating among 103 rated financial advisors in Irondequoit is 5.0★, with a median of 9 reviews. Brighton Securities has the most, 117 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Irondequoit count in this ranking?

Yes, if they are within 25 mi of the Irondequoit city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Irondequoit ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Irondequoit a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Irondequoit

  1. November 2026: RFA Scores recalculated for 103 financial advisors serving Irondequoit.

More financial advisors and Irondequoit pages