Skip to main content
Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Rochester.
136 scored firmsTop 5 recognizedfidelon.com/markets/rochester-ny
1IA-only—91.6Arank within Top 5; below the 80 standard
2IA-only$61.4M91ARecognized · Top 5
3IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only—91Arank within Top 5; below the 80 standard
6
Hamewith Wealth
CRD 339975
IA-only—91A—
7
Nexus Capital
CRD 288758
IA-only$13.3M90.9A—
8IA-only—90.7A—
9
Capital Designs
CRD 125617
IA-only—90.5A—
10IA-only$72.2M89.7A—
11
Sar Services
CRD 113579
IA-only$7M89.5A—
12IA-only—89.4A—
13
MéTier Capital
CRD 329009
IA-only$188M89.4A—
14IA-only$2.2M89.2A—
15IA-only$79.1M89.2A—
16IA-only$45.7M89.2A—
17IA-only$4B89.2A—
18
Simco Financial
CRD 336660
IA-only$26M89A—
19IA-only$43.9M88.9A—
20IA-only$23M88.9A—
21IA-only$99.9M88.9A—
22IA-only$15M88.8A—
23IA-only$1.2B88.8A—
24IA-only$82.6M88.7A—
25IA-only$847M88.7A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.