Company lists · Data refreshed September 2026
Top 20 Family offices based in Rochester, United States
RevenueBase identified 43 family offices headquartered in Rochester, United States as of September 2026 and tracks 464 professional contacts across them, including 249 with verified work emails. New York is the largest hub.
This list covers family offices 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 19, 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 20 largest family offices based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 85 contacts → | ||||
Partial evidence “For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 77 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32 contacts → | ||||
Indirect evidence “Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Partial evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Indirect evidence “We know there are many qualified professionals you can turn to for assistance.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “AQuest Wealth Strategies represents the next generation of financial services.” Source: RevenueBase Database · checked Sep 19, 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 19, 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “Meet Black Swan Real Estate, investment instigators, community builders and collaborators, and the homeownership obsessed.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “TRUST.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “The Cicero Law Firm LLP was founded by Jill M.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Pivotal Wealth and Tax is a wealth advisory firm focused on providing comprehensive, integrated wealth management and accounting services to individuals, families and businesses…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Schaffer & Company Asset Management, Inc-A Gregory L.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “RGS Wealth Strategies Inc.” Source: RevenueBase Database · checked Sep 19, 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: family offices. 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 family offices.
- Partial evidence
- Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family offices. 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 20 of 43 family offices based in Rochester, United States
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Family offices based in Rochester, United States at a glance
As of Sep 19, 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 43 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 249 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 19, 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.
Family offices by metro in the United States
- Family offices in New York705
- Family offices in Dallas251
- Family offices in Chicago246
- Family offices in Miami226
- Family offices in Atlanta211
- Family offices in Houston206
- Family offices in Los Angeles184
- Family offices in San Diego169
- Family offices in San Francisco165
- Family offices in Austin157
- Family offices in Boston146
- Family offices in Denver130
- Family offices in Charlotte123
- Family offices in Scottsdale119
- Family offices in Tampa91
- Family offices in Newport Beach88
- Family offices in Seattle85
- Family offices in Boca Raton78
- Family offices in Cincinnati78
- Family offices in Irvine77
- Family offices in Indianapolis71
- Family offices in Portland71
- Family offices in Phoenix69
- Family offices in Minneapolis66
- Family offices in Overland Park61
- Family offices in Raleigh60
- Family offices in Columbus59
- Family offices in Pittsburgh58
- Family offices in Washington58
- Family offices in Fort Worth57
- Family offices in Las Vegas57
- Family offices in Birmingham56
- Family offices in Bellevue55
- Family offices in Salt Lake City54
- Family offices in Naples53
- Family offices in Cleveland51
- Family offices in Omaha51
- Family offices in San Antonio49
- Family offices in Sarasota49
- Family offices in Beverly Hills48
- Family offices in Fort Lauderdale48
- Family offices in Nashville48
- Family offices in Madison47
- Family offices in Wilmington47
- Family offices in Coral Gables46
- Family offices in Richmond46
- Family offices in Columbia45
- Family offices in Grand Rapids44
- Family offices in Memphis44
- Family offices in Greenville43
- Family offices in Orlando43
- Family offices in Philadelphia43
- Family offices in Rochester43
- Family offices in Louisville42
- Family offices in Charleston39
- Family offices in Jacksonville38
- Family offices in New York City38
- Family offices in Santa Barbara38
- Family offices in Walnut Creek38
- Family offices in Greenwood Village37
- Family offices in Pasadena37
- Family offices in Plano36
- Family offices in Tulsa35
- Family offices in St Louis34
- Family offices in Colorado Springs33
- Family offices in Lexington33
- Family offices in Kansas City32
- Family offices in Springfield32
- Family offices in Baton Rouge31
- Family offices in The Woodlands31
- Family offices in Frisco30
- Family offices in Greenwich30
- Family offices in Lake Oswego30
- Family offices in Oklahoma City30
- Family offices in Greensboro29
- Family offices in Mclean29
- Family offices in St. Louis29
- Family offices in Westlake Village29
- Family offices in Westport29
- Family offices in Bethesda28
- Family offices in Boulder28
- Family offices in Melville28
- Family offices in San Jose28
- Family offices in Troy28
- Family offices in West Palm Beach28
- Family offices in Alpharetta27
- Family offices in West Des Moines26
- Family offices in Bloomington25
- Family offices in Knoxville25
- Family offices in Princeton25
- Family offices in Stamford25
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 family offices, 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 family offices are there based in Rochester, United States?
RevenueBase identified 43 family offices 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?
Sage Rutty & Co., INC, headquartered in Rochester, tops this list with the largest team on record.
Which city has the most family offices?
New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).
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 249 verified decision-maker contacts tracked across these 43 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43 family offices based in Rochester, United States. Start with a free account, no credit card.
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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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