Wisdom Rock Financial Advisory Group of Steward Partners

EST. AUM
$500,000,000

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Firm Details

Metro area Rochester
CRD Number
Website stewardpartners.com
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Overview

Wisdom Rock Financial Advisory Group is a Rochester, New York-based wealth management team operating within the Steward Partners Global Advisory network. The firm provides comprehensive financial planning and investment management services, specializing in retirement income strategies and multi-generational wealth transfer. On May 06, 2026, Steward Partners, a Stamford, CT-based employee-owned independent RIA, acquired Wisdom Rock Financial Advisory Group, a seven-advisor team serving the greater Rochester, NY market, adding over $500 million in client assets to its platform.

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See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wisdom Rock Financial Advisory Group of Steward Partners

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