Company lists · Data refreshed September 2026
Top 19 Asset management service providers based in Rochester, United States
RevenueBase identified 41 asset management service providers headquartered in Rochester, United States as of September 2026 and tracks 273 professional contacts across them, including 136 with verified work emails. Across the United States, New York is the largest hub for this category (391 companies); Rochester has 41.
This list covers asset management service providers 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 30, 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.
The 19 largest asset management service providers based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 47 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 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Indirect evidence “We know there are many qualified professionals you can turn to for assistance.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “We invite you to experience the difference at Crossbridge Financial Group.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Indirect evidence “AQuest Wealth Strategies represents the next generation of financial services.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Angelo Planning Group, LLC (APG) is an independent financial services firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “What separates OakWood Financial Services from others is the personal connections we share with our clients.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 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 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 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 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 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 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 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 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 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 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 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 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Schaffer & Company Asset Management, Inc-A Gregory L.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Elevation is an independent, fee only investment advisory and asset management firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management service providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management service providers.
- Partial evidence
- Its own public description names part of asset management service providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management service providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 41 asset management service providers based in Rochester, United States
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Asset management service providers based in Rochester, United States at a glance
As of Sep 30, 2026Companies by employee count
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 41 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 service providers, 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 service providers”. 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 service providers), 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 service providers, 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, 136 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 30, 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 service providers by metro in the United States
- Asset management service providers in New York391
- Asset management service providers in Atlanta168
- Asset management service providers in Chicago152
- Asset management service providers in Houston145
- Asset management service providers in Dallas134
- Asset management service providers in San Diego120
- Asset management service providers in Boston105
- Asset management service providers in Austin103
- Asset management service providers in Miami95
- Asset management service providers in San Francisco94
- Asset management service providers in Charlotte93
- Asset management service providers in Scottsdale92
- Asset management service providers in Denver87
- Asset management service providers in Tampa84
- Asset management service providers in Los Angeles83
- Asset management service providers in Portland75
- Asset management service providers in Cincinnati69
- Asset management service providers in Newport Beach69
- Asset management service providers in Overland Park66
- Asset management service providers in Irvine65
- Asset management service providers in Minneapolis64
- Asset management service providers in Raleigh64
- Asset management service providers in Seattle60
- Asset management service providers in Columbus56
- Asset management service providers in Indianapolis56
- Asset management service providers in Pittsburgh56
- Asset management service providers in San Antonio56
- Asset management service providers in Boca Raton55
- Asset management service providers in Omaha55
- Asset management service providers in St. Louis54
- Asset management service providers in Columbia50
- Asset management service providers in Birmingham49
- Asset management service providers in Richmond49
- Asset management service providers in Phoenix48
- Asset management service providers in Madison47
- Asset management service providers in Greenville45
- Asset management service providers in Greenwood Village45
- Asset management service providers in Las Vegas45
- Asset management service providers in Naples44
- Asset management service providers in Sarasota43
- Asset management service providers in Bellevue42
- Asset management service providers in Louisville42
- Asset management service providers in Fort Worth40
- Asset management service providers in Springfield40
- Asset management service providers in Colorado Springs37
- Asset management service providers in Lexington37
- Asset management service providers in Memphis37
- Asset management service providers in Salt Lake City37
- Asset management service providers in Troy37
- Asset management service providers in Wilmington37
- Asset management service providers in Grand Rapids36
- Asset management service providers in Nashville35
- Asset management service providers in Alpharetta34
- Asset management service providers in Jacksonville34
- Asset management service providers in Pasadena34
- Asset management service providers in Tucson34
- Asset management service providers in Washington34
- Asset management service providers in Fort Lauderdale33
- Asset management service providers in Orlando33
- Asset management service providers in Tulsa33
- Asset management service providers in Cleveland32
- Asset management service providers in Philadelphia31
- Asset management service providers in Plano31
- Asset management service providers in Virginia Beach31
- Asset management service providers in Lake Oswego29
- Asset management service providers in Walnut Creek29
- Asset management service providers in Baton Rouge28
- Asset management service providers in Brentwood28
- Asset management service providers in Red Bank28
- Asset management service providers in Ann Arbor27
- Asset management service providers in Knoxville27
- Asset management service providers in Lafayette27
- Asset management service providers in Little Rock27
- Asset management service providers in Buffalo26
- Asset management service providers in Fort Collins26
- Asset management service providers in Franklin26
- Asset management service providers in Melville26
- Asset management service providers in Pittsford26
- Asset management service providers in Rockville26
- Asset management service providers in Coral Gables25
- Asset management service providers in Jackson25
- Asset management service providers in Kansas City25
- Asset management service providers in Lincoln25
- Asset management service providers in Mclean25
- Asset management service providers in West Des Moines25
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 service providers, 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 service providers are there based in Rochester, United States?
RevenueBase identified 41 asset management service providers 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?
Brighton Securities, headquartered in Rochester, tops this list with the largest team on record.
Which city in the United States has the most asset management service providers?
New York leads the United States with 391 headquartered companies, followed by Atlanta (168) and Chicago (152). Rochester has 41.
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 136 verified decision-maker contacts tracked across these 41 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 30, 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.
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