Whitney & Company
Rochester, NY·SEC-registered · CRD #117307
Whitney & Company is an SEC-registered investment advisory firm in Rochester, NY managing $1.5B across 1.9k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
1.9k
Advisory staff
8
Fee model
Fee-based
How Whitney & Company is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Whitney & Company
How much does Whitney & Company manage?
Per its most recent SEC Form ADV filing (03/27/2026), Whitney & Company reports $1.5B in regulatory assets under management across roughly 1.9k client accounts.
How does Whitney & Company charge?
Whitney & Company is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Whitney & Company a fiduciary?
Yes. Whitney & Company is registered with the U.S. Securities and Exchange Commission (CRD #117307), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Whitney & Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Whitney & Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Whitney & Company's public SEC Form ADV filing (CRD #117307, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Whitney & Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Whitney & Company? Claim this profile.