Company lists · Data refreshed September 2026

Top 15 Financial planning consulting firms based in Pittsford, United States

Name: Financial planning consulting firms based in Pittsford, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 29 companies tracked

RevenueBase identified 29 company matches for financial planning consulting firms associated with Pittsford, United States as of September 2026 and tracks 141 professional contacts across them, including 74 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Pittsford has 29.

This list covers company matches for financial planning consulting firms associated with Pittsford, 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

29Companies

141Contacts tracked

74Verified emails

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The 15 largest financial planning consulting firms based in Pittsford, United States

Ranked by team size

Top 15 of 29 company matches for financial planning consulting firms based in Pittsford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	LVW Advisors	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Sixpoint Financial Partners	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	12 contacts →
	Exact match “Based in Pittsford, NY, SixPoint Financial Partners is a team of professionals with an unwavering commitment to client care.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Coordinated Plan	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “For over 2 decades, Randy Schuster has been a highly successful financial advisor and is a member of the prestigious Million Dollar Round Table (MDRT), the premier association of…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	SFG Wealth Management	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “SFG Wealth Management is a comprehensive financial planning firm based in Rochester, NY.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Trident Wealth Management Group	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Our practice at Trident Wealth Management group brings a long tenured group of seasoned professionals togethers, who take pride in developing smart, forward-thinking investment…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Flower City Capital	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Flower City Capital is a fee-only wealth management and financial planning firm founded in 2015.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	C3 Advisory	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “Our Why We believe in taking action everyday to change the world by providing innovative solutions to today’s business owners and individuals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Bonadio & Co., LLP	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	5 contacts →
	Exact match “The Bonadio Group provides a complete range of financial and consulting services, from auditing and tax, to multidimensional accounting, business advisory, and financial services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Lynnleigh & Company, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Each and every client is a member of our LynnLeigh & Company community.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Marathon Financial	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “As an independent wealth management firm, we offer professional guidance for your financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Post Resch Tallon Group	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “We are an independent, full-service investment firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Heritage Financial Services	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Heritage Financial Services was founded in 2003, and from the beginning, our company mission has been to provide our clients with holistic and highly personalized financial advice…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Compass Wealth, LLC	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Compass Wealth, LLC, 1163 Pittsford-Victor Road, Suite 130, Pittsford, NY 14534 585.249.5060 Specialties: Securities offered through Cetera Financial Specialists LLC (doing…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Hamilton Wealth Management	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Working with clients near retirement and through retirement is what we do at Hamilton Wealth Management!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Parks Capital	Exact match	Pittsford, NY, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Parks Capital at a Glance Parks Capital is a boutique investment advisory firm in the Bushnell's Basin area of Pittsford NY.” Recorded in the RevenueBase company graph · Sep 30, 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 “financial planning consulting firms”. 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 15 of 29 financial planning consulting firms based in Pittsford, United States

See the full list, filter by size, metro and specialty, and access 74 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Pittsford, United States at a glance

As of Sep 30, 2026

52.5%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

Email recency for this list is measured across the whole United States list rather than for Pittsford, so it is reported there. Company counts and contact totals on this page are exact for Pittsford, over 29 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 Pittsford, United States whose business descriptions match “financial planning consulting firms” 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 74 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 30, 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.

Financial planning consulting firms by metro in the United States

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 “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Pittsford, United States?

RevenueBase identified 29 company matches for financial planning consulting firms associated with Pittsford, 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?

LVW Advisors 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 financial planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Pittsford has 29.

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 74 professional contacts with verified work emails tracked across these 29 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 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 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.