Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Rochester, United States

Name: Accounting firm financial planning consultants based in Rochester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 84 companies tracked

RevenueBase identified 84 company matches for accounting firm financial planning consultants associated with Rochester, United States as of September 2026 and tracks 900 professional contacts across them, including 498 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Rochester has 84.

This list covers company matches for accounting firm financial planning consultants associated with Rochester, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

84Companies

900Contacts tracked

498Verified emails

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The 25 largest accounting firm financial planning consultants based in Rochester, United States

Ranked by team size

Top 25 of 84 company matches for accounting firm financial planning consultants based in Rochester, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Efpr, A Springline Company	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	158 contacts →
	Exact match “EFPR, a Springline company, is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Insero	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	136 contacts →
	Exact match “Insero is a Rochester-based accounting and advisory firm with a unique focus on people.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Davie Kaplan, Cpa, P.C	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	77 contacts →
	Exact match “Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Flaherty Salmin Cpas	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	65 contacts →
	Exact match “Flaherty Salmin consistently simplifies complex issues and concepts, distilling comprehensive data and insights into clear and concise solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Brighton Securities	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	47 contacts →
	Exact match “Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Mattina, Kent & Gibbons, P.C	Exact match	Rochester, MI, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Thaney & Associates, Cpas	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	21 contacts →
	Exact match “Forward.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	High Falls Advisors, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	20 contacts →
	Exact match “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Crossbridge Financial Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “We invite you to experience the difference at Crossbridge Financial Group.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Gray Locey CPA Pllc	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	1-10	13 contacts →
	Exact match “Gray Locey CPA PLLC is a full-service accounting firm serving clients throughout the Rochester, NY area, dedicated to providing our clients with professional, personalized…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Oakwood Financial Services	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “What separates OakWood Financial Services from others is the personal connections we share with our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Bonn, Dioguardi & Ray, LLP	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “We are a full service accounting firm offering clients professional and personalized services to fulfill a wide range of personal and business needs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Efpr Group LLP	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	11 contacts →
	Exact match “EFPR Group, LLP is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Prentice Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Roberts Accounting, Cpas, P.C	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Monarch Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Insero & CO	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	51-200	8 contacts →
	Exact match “Rochester-based Insero & Co.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Welker Mojsej & Delvecchio Cpas, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “Welker Mojsej & DelVecchio is an accounting firm with a mission to help businesses and individuals alike in financial and tax related projects.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Endgame Advisory	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Endgame Advisory helps clients stack proven mechanisms to reach the unique goals of each business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Richard J. Boyse, Cpa, PC	Exact match	Rochester, MI, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Since 1980, we have prided ourselves on serving our clients' needs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Gofrank & Mattina PC	Exact match	Rochester, MI, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “We are a full service accounting, audit & tax service firm located in downtown Rochester MI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Wilson Tibor & Maves, LTD	Exact match	Rochester, MN, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Serving Rochester and surrounding communities with tax, accounting, and auditing needs for over 60 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Daitz, Burke & Harrison Cpas, LLP	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Daitz, Burke & Harrison CPAs, LLP is a small firm that is serving clients with value and dedicated attention.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Greendyke Jencik & Associates Cpas, Pllc	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “Greendyke Jencik & Associates CPAS, PLLC was formed in November, 2004.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Conlon & Company Cpa's, Pllc	Exact match	Rochester, NY, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “We are committed to providing close, personal attention to our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “accounting firm financial planning consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 84 accounting firm financial planning consultants based in Rochester, United States

See the full list, filter by size, metro and specialty, and access 498 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Rochester, United States at a glance

As of Sep 27, 2026

55.3%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Rochester, so it is reported there. Company counts and contact totals on this page are exact for Rochester, over 84 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Rochester, United States whose business descriptions match “accounting firm financial planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 498 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Accounting firm financial planning consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in Rochester, United States?

RevenueBase identified 84 company matches for accounting firm financial planning consultants associated with Rochester, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Efpr, A Springline Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most accounting firm financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Rochester has 84.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 498 professional contacts with verified work emails tracked across these 84 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.