Thrivent Investment Management
28yrs
Top advisor by experience in Ontario
Financial advisors in Ontario, NY
Looking for a financial advisor in Ontario, NY? We list 9 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
9Advisors with offices here
3Median years of experience
100%Fiduciary advisors?
5Firms represented
Largest firms here: Commonwealth Financial Network (3), Edward Jones (3), Equitable Advisors, LLC (1).
Nearby: Webster, Marion, Penfield, Macedon, Fairport, East Rochester, Palmyra, Sodus.
Clark Asset Management
18yrs
Top 22% by experience in Ontario
Edward Jones
13yrs
More experience than 67% of advisors in Ontario
Commonwealth Financial Network
12yrs
More experience than 56% of advisors in Ontario
Commonwealth Financial Network
3yrs
3 years in the industry
Equitable Advisors
2yrs
2 years in the industry
Edward Jones
1yr
1 years in the industry
Commonwealth Financial Network
New
New to the profession
Edward Jones
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.