Company lists · Data refreshed September 2026

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

RevenueBase identified 74 asset management consulting firms headquartered in Rochester, United States as of September 2026 and tracks 513 professional contacts across them, including 242 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Rochester, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
74Companies
513Contacts tracked
242Verified emails
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The 25 largest asset management consulting firms based in Rochester, United States

Ranked by team size
Top 25 of 74 asset management consulting firms based in Rochester, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 2026501-1,00071 contacts →

Indirect evidence

“Transcat delivers world-class services and solutions to help customers achieve and maintain industry compliance, improve efficiency, mitigate risk, and reduce costs.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5047 contacts →

Indirect evidence

“Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“Since ESL Investment Services was founded in 1997, it has grown its team of professionals who provide sound investment advice through LPL Financial to Greater Rochester community…”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“High Falls Advisors has been helping individuals and families meet their financial goals since 2008.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5016 contacts →

Indirect evidence

“We know there are many qualified professionals you can turn to for assistance.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“We invite you to experience the difference at Crossbridge Financial Group.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceRochester, MI, United StatesHQ checked Sep 14, 20261-1015 contacts →

Indirect evidence

“AQuest Wealth Strategies represents the next generation of financial services.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“Angelo Planning Group, LLC (APG) is an independent financial services firm.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202651-20014 contacts →

Indirect evidence

“SERVICE ABOVE ALL Service above all is more than just our motto.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-5012 contacts →

Indirect evidence

“What separates OakWood Financial Services from others is the personal connections we share with our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceRochester, MN, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Since Function5 Technology Group has helped hundreds of enterprise customers-from Fortune 500 companies to regional industry leaders-control rising IT budgets in two ways.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“TRUST.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceRochester, MI, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“As an Independent Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Right here with you.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceRochester, MN, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Planning for families, business, and beyond.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceRochester, NY, United StatesHQ checked Sep 14, 202611-504 contacts →

Partial evidence

“Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceRochester, NY, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceRochester, MN, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“We believe a comprehensive wealth management approach means ensuring that you and your loved ones are protected.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 74 asset management consulting firms based in Rochester, United States

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

As of Sep 14, 2026
47.2%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
718.9%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
19
51-200
1
501-1,000
1

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 74 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Rochester, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Rochester are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 242 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 74 asset management consulting firms headquartered in Rochester, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Transcat Solutions, headquartered in Rochester, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 242 verified decision-maker contacts tracked across these 74 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 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 Smart Search, 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.