Company lists · Data refreshed September 2026

Top 16 Fund manager companies based in Rochester, United States

RevenueBase identified 35 fund manager companies headquartered in Rochester, United States as of September 2026 and tracks 266 professional contacts across them, including 130 with verified work emails. New York is the largest hub.

This list covers fund manager companies 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
35Companies
266Contacts tracked
130Verified emails
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The 16 largest fund manager companies based in Rochester, United States

Ranked by team size
Top 16 of 35 fund manager companies 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 fund manager companies: 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
1Indirect 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
2Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect 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
4Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“We invite you to experience the difference at Crossbridge Financial Group.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect 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
6Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Angelo Planning Group, LLC (APG) is an independent financial services firm.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“What separates OakWood Financial Services from others is the personal connections we share with our clients.”

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, MN, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect 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 19, 2026
11Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-109 contacts →

Partial 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
12Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial 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
13Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We Help.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-501 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Partial 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
16Partial evidenceRochester, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Elevation is an independent, fee only investment advisory and asset management firm.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 35 fund manager companies based in Rochester, United States

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Fund manager companies based in Rochester, United States at a glance

As of Sep 19, 2026
48.9%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
1354.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
12

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 35 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 fund manager companies, 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 “fund manager companies”. 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 fund manager companies), 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 fund manager companies, 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, 130 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.

Fund manager companies 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 fund manager companies, 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 fund manager companies are there based in Rochester, United States?

RevenueBase identified 35 fund manager companies 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?

Brighton Securities, headquartered in Rochester, tops this list with the largest team on record.

Which city has the most fund manager companies?

New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).

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 130 verified decision-maker contacts tracked across these 35 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.