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Please note that our offices will be closed on Friday, March 29th in observance of Good Friday. Normal business hours will resume on Monday, April 1st.

Rochester, NY

20 Wildbriar Road
Suite E
Rochester, NY 14623
Hours: By appointment

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Rochester Location

At Allworth Financial, we pride ourselves on empowering you with financial education. And you can hear proof of that philosophy when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years of broadcasts, and millions of downloads, Money Matters is one of the longest running financial topic programs in America.

And this passion for no-nonsense, straightforward financial education doesn’t stop on the airwaves. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Rochester, New York, office.

Our team in Rochester has been faithfully providing fiduciary investment management and financial planning advice to individuals and clients throughout Western New York for more than 30 years.   

Conveniently located at 20 Wildbriar Road, Suite E, which is just off Interstate 390 near the intersection of Castle Road and East Henrietta Road, our Western New York team works with you to provide guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Estate Planning

Meet Our Financial Advisory Team

Latest Insights

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04/11/2024

What to do when a spouse passes away

There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

03/26/2024

Is It Time to Benchmark Your Company's Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.

03/22/2024

Why are stocks in your portfolio?

You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.

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