LPL Financial
39yrs
Top advisor for experience in Penfield
Financial advisors in Penfield, NY
Looking for a financial advisor in Penfield, NY? We list 25 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.
25Advisors with offices here
12Median years of experience
80%At fee-only firms
11Firms represented
Largest firms here: LPL Financial LLC (6), Osaic Wealth, Inc. (5), Cetera Investment Advisers LLC (4).
Nearby: East Rochester, Fairport, Pittsford, Webster, Macedon, Rochester, Ontario, Henrietta.
LPL Financial
39yrs
Top 5% for experience nationwide
Cetera Investment Advisers
38yrs
Top 6% for experience nationwide
Cetera Investment Advisers
32yrs
Top 12% for experience nationwide
Osaic Wealth
32yrs
Top 14% for experience nationwide
Osaic Wealth
26yrs
Top 24% for experience in Penfield
Cetera Investment Advisers
26yrs
More experience than 73% of advisors nationwide
Osaic Wealth
23yrs
More experience than 68% of advisors in Penfield
Equitable Advisors
17yrs
More experience than 64% of advisors in Penfield
Cambridge Investment Research Advisors
15yrs
More experience than 60% of advisors in Penfield
LPL Financial
13yrs
More experience than 56% of advisors in Penfield
LPL Financial
12yrs
More experience than 52% of advisors in Penfield
Edward Jones
12yrs
More experience than 55% of advisors at Edward Jones
Osaic Wealth
12yrs
12 years in the industry
Forza Wealth Advisory Services
11yrs
11 years in the industry
UBS Financial Services
10yrs
10 years in the industry
Cambridge Investment Research Advisors
9yrs
9 years in the industry
LPL Financial
7yrs
7 years in the industry
Commonwealth Financial Network
7yrs
7 years in the industry
Cambridge Investment Research Advisors
6yrs
6 years in the industry
Farther
5yrs
5 years in the industry
Manning & Napier Advisors
5yrs
5 years in the industry
Cetera Investment Advisers
3yrs
3 years in the industry
LPL Financial
3yrs
3 years in the industry
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.