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Please note that our offices will be closed on Monday, May 27th in observance of Memorial Day. Normal business hours will resume on Tuesday, May 28th.

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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05/23/2024

3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings

Innovative and creative approaches to help your company stand out while improving workers’

05/23/2024

How underspending (yes, underspending) can ruin retirement

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

05/09/2024

3 common retirement planning mistakes

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

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