Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in Rochester, United States

Name: Holistic financial advisors based in Rochester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 71 companies tracked

RevenueBase identified 71 holistic financial advisors headquartered in Rochester, United States as of September 2026 and tracks 542 professional contacts across them, including 249 with verified work emails. New York is the largest hub.

This list covers holistic financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review

71Companies

542Contacts tracked

249Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest holistic financial advisors based in Rochester, United States

Ranked by team size

Top 25 of 71 holistic financial advisors based in Rochester, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Davie Kaplan, Cpa, P.C	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	51-200	77 contacts →
	Partial 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 20, 2026
2	Brighton Securities	Strong evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	47 contacts →
	Strong 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 20, 2026
3	Howe & Rusling Wealth Management	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial 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 20, 2026
4	High Falls Advisors, INC	Strong evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	20 contacts →
	Strong evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 20, 2026
5	Mapstone Veritas Financial Group	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “We know there are many qualified professionals you can turn to for assistance.” Source: RevenueBase Database · checked Sep 20, 2026
6	Crossbridge Financial Group	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “We invite you to experience the difference at Crossbridge Financial Group.” Source: RevenueBase Database · checked Sep 20, 2026
7	Aquest Wealth Strategies	Partial evidence	Rochester, MI, United StatesHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “AQuest Wealth Strategies represents the next generation of financial services.” Source: RevenueBase Database · checked Sep 20, 2026
8	Oakwood Financial Services	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “What separates OakWood Financial Services from others is the personal connections we share with our clients.” Source: RevenueBase Database · checked Sep 20, 2026
9	O'keefe Stevens Advisory, INC	Strong evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong 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 20, 2026
10	Prentice Wealth Management, LLC	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
11	Rise Advisors, LLC	Strong evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong 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 20, 2026
12	Northstar Financial Partners, LLC	Partial evidence	Rochester, MN, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
13	Monarch Wealth Management, LLC	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
14	Thorley Wealth Management, INC	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “TRUST.” Source: RevenueBase Database · checked Sep 20, 2026
15	Health And Wealth Advisors	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning.” Source: RevenueBase Database · checked Sep 20, 2026
16	Pivotal Wealth And TAX	Partial evidence	Rochester, MN, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
17	Iconoclastic Capital Management	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Right here with you.” Source: RevenueBase Database · checked Sep 20, 2026
18	Prinvest Advisors	Strong evidence	Rochester, MN, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong 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 20, 2026
19	Rivent Partners	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Planning for families, business, and beyond.” Source: RevenueBase Database · checked Sep 20, 2026
20	Rochester Wealth Management Group, LLC	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
21	Charleton Financial	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years.” Source: RevenueBase Database · checked Sep 20, 2026
22	Invessent	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	4 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 20, 2026
23	Hegland Mainz Financial	Indirect evidence	Rochester, MN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We believe a comprehensive wealth management approach means ensuring that you and your loved ones are protected.” Source: RevenueBase Database · checked Sep 20, 2026
24	Kappan Financial, LLC	Partial evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
25	Endeavor Wealth Advisory Group	Indirect evidence	Rochester, NY, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 20, 2026

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: holistic financial advisors. 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 holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. 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 25 of 71 holistic financial advisors based in Rochester, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 249 reachable decision-makers.

Free signup · no credit card

View the full list →

Holistic financial advisors based in Rochester, United States at a glance

As of Sep 20, 2026

45.9%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

554.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 71 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 holistic financial advisors, 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 “holistic financial advisors”. 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 holistic financial advisors), 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 holistic financial advisors, 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 20, 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.

Holistic financial advisors 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 holistic financial advisors, 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 holistic financial advisors are there based in Rochester, United States?

RevenueBase identified 71 holistic financial advisors 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?

Davie Kaplan, Cpa, P.C, headquartered in Rochester, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

New York leads with 394 headquartered companies, followed by Atlanta (247) and Houston (240).

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 71 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 71 holistic financial advisors based in Rochester, United States. Start with a free account, no credit card.

Download this list →

Related lists

Holistic financial advisors by geography

Browse the directory

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.