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Financial Planners in Brighton, NY: 2026 rankings

73 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brighton: Alex Neri, CERTIFIED FINANCIAL PLANNER, RFA Score 77/100; 5.0★ from 71 Google reviews.

  2. 3

    Most-reviewed: Brighton Securities, 117 Google reviews at 4.4★, the most of 73 ranked; ranked #3.

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

73 Brighton financial planners are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 73 rated firms.

Top 10 financial planners in Brighton 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 planners in Brighton at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Alex Neri, CERTIFIED FINANCIAL PLANNER775.0★ (71)BrightonTop score
2Iconoclastic Capital Management765.0★ (65)Rochester, 2 mi away—
3Brighton Securities754.4★ (117)Rochester, 2 mi awayMost reviews
4Lisa Benchaabane - Edelman Financial Engines745.0★ (35)Rochester, 3 mi away—
5Rise Advisors LLC.735.0★ (33)Rochester, 3 mi away—
6Nicholas Savas CFP® RICP®735.0★ (26)Brighton—
7O'Keefe Stevens Advisory, Inc.735.0★ (32)Rochester, 3 mi away—
8Dave Pulcini - Certified Financial Planner735.0★ (22)Brighton—
9Invessent LLC.734.9★ (31)Rochester, 3 mi away—
10SixPoint Financial Partners725.0★ (21)Brighton—

All 73 financial planners in Brighton, 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, 2 mi away

    75/100RFA 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

  5. #5 Rise Advisors LLC.

    Based in Rochester, 3 mi away

    73/100RFA Score

    Ranked #5 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

  9. #9 Invessent LLC.

    Based in Rochester, 3 mi away

    73/100RFA Score

    Ranked #9 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

  12. #12 Turning Point Advisors

    Based in Rochester, 5 mi away

    72/100RFA Score

    Ranked #12 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

  18. #18 Allworth Financial

    Based in Rochester, 3 mi away

    71/100RFA Score

    Ranked #18 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

  23. #23 Angelo Planning Group, LLC

    Based in Rochester, 5 mi away

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 18 Google reviews
    Hours
    Mon–Thu 8:15 AM–4:15 PM · Fri 8:15 AM–3:15 PM · Sat–Sun closed
    Address
    2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623
    View profile for Angelo Planning Group, LLC(585) 568-6900

Financial planners 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 73 ranked financial planners here; the rest are on their profiles.

financial planners in Brighton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26PMG Financial Group | The Medicare Guyz705.0★ (12)4 mi
27Canandaigua National Bank704.0★ (24)3 mi
28Conroy Wealth Management695.0★ (11)3 mi
29Canandaigua National Bank694.0★ (48)8 mi
30Cudlipp Financial Services, Inc694.6★ (9)In Brighton
31Canandaigua National Bank694.0★ (24)5 mi
32Vespoke - Wealth Management694.9★ (8)2 mi
33Casey Knight - Starboard Wealth Strategies685.0★ (5)In Brighton
34Northwestern Mutual - Rochester684.3★ (6)In Brighton
35Echelon Wealth Advisors, LLC684.7★ (6)2 mi
36Fidelity Investments683.3★ (18)2 mi
37OakWood Financial Services683.8★ (9)2 mi
38Rochester Wealth Management Group674.3★ (6)2 mi
39The Gaudino Group674.7★ (10)8 mi
40Crossbridge Financial Group675.0★ (5)3 mi
41Hamilton Wealth Management675.0★ (8)7 mi
42Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (5)5 mi
43Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY675.0★ (4)2 mi
44Rochester Financial Services664.3★ (3)In Brighton
45Flaherty Salmin CPAs664.6★ (7)8 mi
46Bank of America (with Drive-thru ATM)663.8★ (12)9 mi
47WP and Associates CPAs PC665.0★ (5)7 mi
48Dream Mutual A Summers Financial Partner665.0★ (9)14 mi
49The Gregory L. Schaffer Companies665.0★ (5)7 mi
50Financial Strategies Group665.0★ (3)2 mi

Also serving Brighton

20 more financial planners 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 planners serving Brighton
BusinessGoogle ratingDistance
Aligned Retirement PlannersIn Brighton
Armbruster Capital Management (Fee Only Financial Advisors)5.0★ (2)In Brighton
Bouchard Financial Group5.0★ (1)In Brighton
Canal View Financial AdvisorsIn Brighton
Champlin & Associates5.0★ (1)In Brighton
Encompass Advisors, Inc.In Brighton
Finger Lakes Investments CorporationIn Brighton
Fischer Investment Group, Inc.5.0★ (1)In Brighton
Heritage Financial Services LLC5.0★ (1)In Brighton
Lake Tahoe Wealth Management, Inc.In Brighton
Morgan Stanley Financial Advisors4.0★ (1)In Brighton
O'Grady & Associates, Inc.In Brighton
Primetime Wealth ManagementIn Brighton
RFG Associates5.0★ (1)In Brighton
Rochester Financial Services5.0★ (37)In Brighton
Rochester Wealth Partners5.0★ (1)In Brighton
Tompkins Financial Advisors3.5★ (2)In Brighton
Trident Wealth Management Group5.0★ (1)In Brighton
Voya Financial Advisors5.0★ (1)In Brighton
Waterstone Financial ServicesIn Brighton

How we ranked Brighton financial planners

We scored 73 Brighton financial planners 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 Brighton 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Brighton: frequently asked questions

Which financial planner has the highest RFA Score in Brighton?

By RFA Score, the highest-ranked financial planner in Brighton, NY is Alex Neri, CERTIFIED FINANCIAL PLANNER with an RFA Score of 77/100. It has 5.0★ from 71 Google reviews. Iconoclastic Capital Management (#2) and Brighton Securities (#3) follow. We ranked 73 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Brighton?

RankedFinancialAdvisors ranks 73 financial planners serving Brighton, NY. 10 of them are based in Brighton; 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 planners in Brighton work on weekends?

9 of 73 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Bank of America (with Drive-thru ATM) (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brighton financial planners have?

The median Google rating among 73 rated financial planners in Brighton is 4.9★, 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 planners?

Each financial planner 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 planners outside Brighton count in this ranking?

Yes, if they are within 25 mi of the Brighton city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Brighton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Brighton 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 planners 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 Brighton

  1. November 2026: RFA Scores recalculated for 73 financial planners serving Brighton.

More financial planners and Brighton pages