Company lists · Data refreshed September 2026
Top 15 Hybrid advisory software companies based in Rochester, United States
RevenueBase identified 27 hybrid advisory software companies headquartered in Rochester, United States as of September 2026 and tracks 186 professional contacts across them, including 96 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Rochester has 27.
This list covers hybrid advisory software 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 28, 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 15 largest hybrid advisory software companies based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 47 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Indirect evidence “AQuest Wealth Strategies represents the next generation of financial services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “What separates OakWood Financial Services from others is the personal connections we share with our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 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 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 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 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 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 28, 2026Thanks. The Data Team will review it. | |||||
| 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Welcome to Strategic Tax & Retirement!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Schaffer & Company Asset Management, Inc-A Gregory L.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect 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 28, 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: hybrid advisory software companies. 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 hybrid advisory software companies.
- Partial evidence
- Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name hybrid advisory software companies. 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 15 of 27 hybrid advisory software companies based in Rochester, United States
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Hybrid advisory software companies based in Rochester, United States at a glance
As of Sep 28, 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 27 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 hybrid advisory software 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 “hybrid advisory software 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 hybrid advisory software 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 hybrid advisory software 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, 96 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 28, 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.
Hybrid advisory software companies by metro in the United States
- Hybrid advisory software companies in New York160
- Hybrid advisory software companies in Chicago70
- Hybrid advisory software companies in Atlanta62
- Hybrid advisory software companies in Charlotte57
- Hybrid advisory software companies in Houston55
- Hybrid advisory software companies in San Diego53
- Hybrid advisory software companies in Austin51
- Hybrid advisory software companies in Denver49
- Hybrid advisory software companies in San Francisco49
- Hybrid advisory software companies in Dallas44
- Hybrid advisory software companies in Boston43
- Hybrid advisory software companies in Scottsdale38
- Hybrid advisory software companies in Miami34
- Hybrid advisory software companies in Portland32
- Hybrid advisory software companies in Seattle30
- Hybrid advisory software companies in Phoenix29
- Hybrid advisory software companies in Richmond29
- Hybrid advisory software companies in Tampa29
- Hybrid advisory software companies in Minneapolis28
- Hybrid advisory software companies in Irvine27
- Hybrid advisory software companies in Overland Park27
- Hybrid advisory software companies in Raleigh27
- Hybrid advisory software companies in Columbus26
- Hybrid advisory software companies in Greenville26
- Hybrid advisory software companies in Los Angeles26
- Hybrid advisory software companies in Boca Raton25
- Hybrid advisory software companies in Cincinnati25
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 hybrid advisory software 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 hybrid advisory software companies are there based in Rochester, United States?
RevenueBase identified 27 hybrid advisory software 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 in the United States has the most hybrid advisory software companies?
New York leads the United States with 160 headquartered companies, followed by Chicago (70) and Atlanta (62). Rochester has 27.
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 96 verified decision-maker contacts tracked across these 27 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 28, 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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