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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
43Companies
464Contacts tracked
249Verified emails
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The 20 largest family offices based in Rochester, United States

Ranked by team size
Top 20 of 43 family offices based in Rochester, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: 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
1Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 202651-20085 contacts →

Partial evidence

“For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202651-20077 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, 2026
3Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 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 19, 2026
4Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5032 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, 2026
5Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceRochester, MI, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 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 19, 2026
9Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 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 19, 2026
10Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-109 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, 2026
11Indirect evidenceRochester, MN, United StatesHQ checked Sep 19, 202651-2009 contacts →

Indirect evidence

“Meet Black Swan Real Estate, investment instigators, community builders and collaborators, and the homeownership obsessed.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“TRUST.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“The Cicero Law Firm LLP was founded by Jill M.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceRochester, MN, United StatesHQ checked Sep 19, 202611-506 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, 2026
15Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-504 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, 2026
16Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-104 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, 2026
17Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“Schaffer & Company Asset Management, Inc-A Gregory L.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-101 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, 2026
19Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“RGS Wealth Strategies Inc.”

Source: RevenueBase Database · checked Sep 19, 2026

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, 2026
53.7%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
1639.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
13
51-200
3

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

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.

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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.