Company lists · Data refreshed September 2026
Top 17 Financial strategy consulting firms based in Rochester, United States
RevenueBase identified 36 financial strategy consulting firms headquartered in Rochester, United States as of September 2026 and tracks 157 professional contacts across them, including 90 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Rochester has 36.
This list covers financial strategy consulting firms headquartered in Rochester, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 17 largest financial strategy consulting firms based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Partial evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Partial evidence “We invite you to experience the difference at Crossbridge Financial Group.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Partial evidence “Angelo Planning Group, LLC (APG) is an independent financial services firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Partial evidence “Who We Are: We are a financial advisory team redefining industry boundaries to lead a shared journey to a greater financial future What We Do: Uncover an in-depth view of today's…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Right here with you.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “At Prinvest Advisors we recognize that everyone’s financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Planning for families, business, and beyond.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Catapult Solutions Group Inc is Upstate New York-based business and transition advisory and intermediary firm serving lower and middle market business owners and financial…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “At Kappan Financial, we help people understand their financial big picture and make wise decisions to grow and protect their income through every season of life.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Call us for income, estate and retirement planning from your trusted fiduciary!” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “To understand our clients' total financial picture: goals, desires, strengths and threats in order to implement a reasonable financial plan designed to improve their lives and the…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Do you want control over creating your business's future success?” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial strategy consulting firms. 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 financial strategy consulting firms.
- Partial evidence
- Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial strategy consulting firms. 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 17 of 36 financial strategy consulting firms based in Rochester, United States
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Financial strategy consulting firms based in Rochester, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Rochester, so it is reported there. Company counts and contact totals on this page are exact for Rochester, over 36 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 financial strategy consulting firms, 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 “financial strategy consulting firms”. 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 financial strategy consulting firms), 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 financial strategy consulting firms, 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, 90 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial strategy consulting firms by metro in the United States
- Financial strategy consulting firms in New York608
- Financial strategy consulting firms in Houston190
- Financial strategy consulting firms in Atlanta183
- Financial strategy consulting firms in Chicago175
- Financial strategy consulting firms in Miami147
- Financial strategy consulting firms in Dallas145
- Financial strategy consulting firms in Los Angeles120
- Financial strategy consulting firms in Austin114
- Financial strategy consulting firms in Denver111
- Financial strategy consulting firms in Charlotte106
- Financial strategy consulting firms in Boston92
- Financial strategy consulting firms in San Francisco92
- Financial strategy consulting firms in San Diego92
- Financial strategy consulting firms in Tampa82
- Financial strategy consulting firms in Scottsdale78
- Financial strategy consulting firms in Washington78
- Financial strategy consulting firms in Portland61
- Financial strategy consulting firms in Cincinnati60
- Financial strategy consulting firms in Seattle60
- Financial strategy consulting firms in Newport Beach59
- Financial strategy consulting firms in Raleigh58
- Financial strategy consulting firms in Irvine57
- Financial strategy consulting firms in Orlando57
- Financial strategy consulting firms in Minneapolis54
- Financial strategy consulting firms in Phoenix54
- Financial strategy consulting firms in Indianapolis52
- Financial strategy consulting firms in St. Louis51
- Financial strategy consulting firms in Philadelphia47
- Financial strategy consulting firms in Pittsburgh47
- Financial strategy consulting firms in San Antonio47
- Financial strategy consulting firms in Birmingham46
- Financial strategy consulting firms in Columbia44
- Financial strategy consulting firms in Las Vegas44
- Financial strategy consulting firms in Columbus43
- Financial strategy consulting firms in Greenville43
- Financial strategy consulting firms in Boca Raton42
- Financial strategy consulting firms in Fort Worth41
- Financial strategy consulting firms in Nashville41
- Financial strategy consulting firms in Jacksonville40
- Financial strategy consulting firms in Overland Park40
- Financial strategy consulting firms in Fort Lauderdale39
- Financial strategy consulting firms in Wilmington38
- Financial strategy consulting firms in Omaha37
- Financial strategy consulting firms in Colorado Springs35
- Financial strategy consulting firms in Salt Lake City34
- Financial strategy consulting firms in Richmond33
- Financial strategy consulting firms in Tulsa32
- Financial strategy consulting firms in Grand Rapids31
- Financial strategy consulting firms in Cleveland30
- Financial strategy consulting firms in Greenwood Village29
- Financial strategy consulting firms in Madison27
- Financial strategy consulting firms in Pasadena27
- Financial strategy consulting firms in Plano27
- Financial strategy consulting firms in Alpharetta26
- Financial strategy consulting firms in Arlington25
- Financial strategy consulting firms in Beverly Hills25
- Financial strategy consulting firms in Lexington25
- Financial strategy consulting firms in Sarasota25
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 financial strategy consulting firms, 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 financial strategy consulting firms are there based in Rochester, United States?
RevenueBase identified 36 financial strategy consulting firms 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?
High Falls Advisors, INC, headquartered in Rochester, tops this list with the largest team on record.
Which city in the United States has the most financial strategy consulting firms?
New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Rochester has 36.
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 90 verified decision-maker contacts tracked across these 36 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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