Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Rochester, United States

Name: Asset and wealth management consulting firms based in Rochester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 62 companies tracked

RevenueBase identified 62 company matches for asset and wealth management consulting firms associated with Rochester, United States as of September 2026 and tracks 466 professional contacts across them, including 242 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Rochester has 62.

This list covers company matches for asset and wealth management consulting firms 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 21, 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 21, 2026 How this list was built

62Companies

466Contacts tracked

242Verified emails

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The 25 largest asset and wealth management consulting firms based in Rochester, United States

Ranked by team size

Top 25 of 62 company matches for asset and wealth management consulting firms based in Rochester, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Davie Kaplan, Cpa, P.C	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
2	Brighton Securities	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	Howe & Rusling Wealth Management	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	32 contacts →
	Exact match “Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	High Falls Advisors, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
5	Mapstone Veritas Financial Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “We know there are many qualified professionals you can turn to for assistance.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Crossbridge Financial Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
7	Aquest Wealth Strategies	Exact match	Rochester, MI, United StatesHQ recorded Sep 21, 2026	1-10	15 contacts →
	Exact match “AQuest Wealth Strategies represents the next generation of financial services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Angelo Planning Group, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Angelo Planning Group, LLC (APG) is an independent financial services firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Oakwood Financial Services	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
10	O'keefe Stevens Advisory, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Prentice Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
12	Rise Advisors, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Who We Are: We are a financial advisory team redefining industry boundaries to lead a shared journey to a greater financial future What We Do: Uncover an in-depth view of today's…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Northstar Financial Partners, LLC	Exact match	Rochester, MN, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Monarch Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
15	Thorley Wealth Management, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “TRUST.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Pivotal Wealth And TAX	Exact match	Rochester, MN, United StatesHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “Pivotal Wealth and Tax is a wealth advisory firm focused on providing comprehensive, integrated wealth management and accounting services to individuals, families and businesses…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Prinvest Advisors	Exact match	Rochester, MN, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “At Prinvest Advisors we recognize that everyone’s financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Rochester Wealth Management Group, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Invessent	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Hegland Mainz Financial	Exact match	Rochester, MN, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “We believe a comprehensive wealth management approach means ensuring that you and your loved ones are protected.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Kappan Financial, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “At Kappan Financial, we help people understand their financial big picture and make wise decisions to grow and protect their income through every season of life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Endeavor Wealth Advisory Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “We Help.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Beacon Of Light Financial Services, Inc.	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	2 contacts →
	Exact match “A Gregory L.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Excel Securities & Associates	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	11-50	1 contacts →
	Exact match “Supporting individual investors and financial professionals since 1978.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Steven Charles Capital, LTD	Exact match	Rochester, NY, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management consulting firms”. 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 62 asset and wealth management consulting firms based in Rochester, United States

See the full list, filter by size, metro and specialty, and access 242 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Rochester, United States at a glance

As of Sep 21, 2026

51.9%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Sep 21, 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 62 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 “asset and wealth management consulting firms” 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 242 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 21, 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.

Asset and wealth management consulting firms 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Rochester, United States?

RevenueBase identified 62 company matches for asset and wealth management consulting firms 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?

Davie Kaplan, Cpa, P.C 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 asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Rochester has 62.

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 242 professional contacts with verified work emails tracked across these 62 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 21, 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.