Company lists · Data refreshed September 2026
Top 19 Family office managers based in Rochester, United States
RevenueBase identified 38 company matches for family office managers associated with Rochester, United States as of September 2026 and tracks 452 professional contacts across them, including 249 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Rochester has 38.
This list covers company matches for family office managers 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 20, 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.
The 19 largest family office managers based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 85 contacts → | ||||
Exact match “For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 20, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “We know there are many qualified professionals you can turn to for assistance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “AQuest Wealth Strategies represents the next generation of financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 20, 2026 · View company records in RevenueBase | |||||
| 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 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “TRUST.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “The Cicero Law Firm LLP was founded by Jill M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 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 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “RGS Wealth Strategies Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “A Gregory L.” Recorded in the RevenueBase company graph · Sep 20, 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 “family office managers”. 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 19 of 38 family office managers based in Rochester, United States
See the full list, filter by size, metro and specialty, and access 249 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office managers based in Rochester, United States at a glance
As of Sep 20, 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 38 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 “family office managers” 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 249 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 20, 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.
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
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 “family office managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office managers are there based in Rochester, United States?
RevenueBase identified 38 company matches for family office managers 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?
Sage Rutty & Co., INC 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 family office managers?
New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). Rochester has 38.
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 249 professional contacts with verified work emails tracked across these 38 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38 family office managers based in Rochester, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 19 family office managers based in Rochester, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 38 matching company records for family office managers based in Rochester, United States, with 452 tracked contacts and 249 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 family office managers based in Rochester, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sage Rutty & Co., INCsagerutty.com HQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 85 contacts → |
“For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Davie Kaplan, Cpa, P.Cdaviekaplan.comHQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 77 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Brighton Securitiesbrightonsecurities.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 47 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Howe & Rusling Wealth Managementhoweandrusling.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 32 contacts → |
“Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  High Falls Advisors, INChighfallsadvisors.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 20 contacts → |
“High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mapstone Veritas Financial Groupmapstoneveritas.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 16 contacts → |
“We know there are many qualified professionals you can turn to for assistance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Aquest Wealth Strategiesaquestwealth.comHQ: Rochester, MI, United StatesReported employees: 1-10 | Rochester, MI, United States | 1-10 | Exact match | 15 contacts → |
“AQuest Wealth Strategies represents the next generation of financial services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  O'keefe Stevens Advisory, INCokeefestevens.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 11 contacts → |
“O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Prentice Wealth Management, LLCprenticewealth.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 9 contacts → |
“We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Monarch Wealth Management, LLCmonarchwealthmanagement.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 9 contacts → |
“At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Thorley Wealth Management, INCthorleywm.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 7 contacts → |
“TRUST.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Cicero LAW Firm LLPthecicerolawfirm.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 6 contacts → |
“The Cicero Law Firm LLP was founded by Jill M.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pivotal Wealth And TAXpivotalwealthandtax.com HQ: Rochester, MN, United StatesReported employees: 11-50 | Rochester, MN, United States | 11-50 | Exact match | 6 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rochester Wealth Management Group, LLCrochesterwm.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 4 contacts → |
“Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Invessentinvessent.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 4 contacts → |
“Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Steven Charles Capital, LTDstevencharlescapital.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Primetime Wealth Management LLCprimetimewm.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RGS Wealth Strategies, INCrgswealth.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“RGS Wealth Strategies Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Beacon Of Light Wealth Preservation, Inc.gregoryschaffer.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“A Gregory L.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 38 company matches
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Family office managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 38 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office managers did RevenueBase find based in Rochester, United States?
The saved snapshot records 38 matching company records, 452 tracked contacts and 249 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 19 family office managers based in Rochester, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/rochester.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 19 family office managers based in Rochester, United States
RevenueBase records 38 matching company records for family office managers based in Rochester, United States, with 452 tracked contacts and 249 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 family office managers based in Rochester, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sage Rutty & Co., INCsagerutty.com HQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 85 contacts → |
“For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Davie Kaplan, Cpa, P.Cdaviekaplan.com HQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 77 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Brighton Securitiesbrightonsecurities.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 47 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Howe & Rusling Wealth Managementhoweandrusling.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 32 contacts → |
“Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | High Falls Advisors, INChighfallsadvisors.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 20 contacts → |
“High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mapstone Veritas Financial Groupmapstoneveritas.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 16 contacts → |
“We know there are many qualified professionals you can turn to for assistance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Aquest Wealth Strategiesaquestwealth.com HQ: Rochester, MI, United StatesReported employees: 1-10 | Rochester, MI, United States | 1-10 | Exact match | 15 contacts → |
“AQuest Wealth Strategies represents the next generation of financial services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | O'keefe Stevens Advisory, INCokeefestevens.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 11 contacts → |
“O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prentice Wealth Management, LLCprenticewealth.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 9 contacts → |
“We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Monarch Wealth Management, LLCmonarchwealthmanagement.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 9 contacts → |
“At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Thorley Wealth Management, INCthorleywm.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 7 contacts → |
“TRUST.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Cicero LAW Firm LLPthecicerolawfirm.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 6 contacts → |
“The Cicero Law Firm LLP was founded by Jill M.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pivotal Wealth And TAXpivotalwealthandtax.com HQ: Rochester, MN, United StatesReported employees: 11-50 | Rochester, MN, United States | 11-50 | Exact match | 6 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rochester Wealth Management Group, LLCrochesterwm.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 4 contacts → |
“Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Invessentinvessent.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 4 contacts → |
“Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Steven Charles Capital, LTDstevencharlescapital.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Primetime Wealth Management LLCprimetimewm.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RGS Wealth Strategies, INCrgswealth.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“RGS Wealth Strategies Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Beacon Of Light Wealth Preservation, Inc.gregoryschaffer.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“A Gregory L.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 38 company matches
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Family office managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 38 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office managers did RevenueBase find based in Rochester, United States?
The saved snapshot records 38 matching company records, 452 tracked contacts and 249 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 19 family office managers based in Rochester, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/rochester.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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