Company lists · Data refreshed September 2026
Top 24 Investment advisory law firms based in Rochester, United States
RevenueBase identified 46 investment advisory law firms headquartered in Rochester, United States as of September 2026 and tracks 313 professional contacts across them, including 150 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Rochester has 46.
This list covers investment advisory law 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 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 24 largest investment advisory law firms based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 contacts → | ||||
Indirect evidence “Securities offered through Osaic Wealth, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Partial evidence “Since ESL Investment Services was founded in 1997, it has grown its team of professionals who provide sound investment advice through LPL Financial to Greater Rochester community…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Partial evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “We invite you to experience the difference at Crossbridge Financial Group.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Angelo Planning Group, LLC (APG) is an independent financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “Fortress is a registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | 7 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “As an Independent Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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. | |||||
| 17 | 4 contacts → | ||||
Strong 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. | |||||
| 18 | 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. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “Layline Advisors is a fully independent, fee‑only registered investment advisor focused on long‑term client relationships.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “Superior Financial, a fee-only, registered investment advisor firm, provides financial planning and investment advisor services to help you realize your most important life goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Welcome to Brick House Asset Management (BHAM) We are a specialized consulting company where the focus is on what you want to achieve and obtaining these goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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. | |||||
| 24 | 1 contacts → | ||||
Strong evidence “Elevation is an independent, fee only investment advisory and asset management firm.” 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: investment advisory law 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 investment advisory law firms.
- Partial evidence
- Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory law 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 24 of 46 investment advisory law firms based in Rochester, United States
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Investment advisory law firms 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 46 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 investment advisory law 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 “investment advisory law 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 investment advisory law 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 investment advisory law 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, 150 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.
Investment advisory law firms by metro in the United States
- Investment advisory law firms in New York280
- Investment advisory law firms in Atlanta153
- Investment advisory law firms in Houston137
- Investment advisory law firms in Chicago127
- Investment advisory law firms in San Diego122
- Investment advisory law firms in Dallas118
- Investment advisory law firms in Austin93
- Investment advisory law firms in Denver93
- Investment advisory law firms in Miami91
- Investment advisory law firms in Scottsdale90
- Investment advisory law firms in Charlotte82
- Investment advisory law firms in San Francisco81
- Investment advisory law firms in Los Angeles76
- Investment advisory law firms in Boston74
- Investment advisory law firms in Portland73
- Investment advisory law firms in Overland Park68
- Investment advisory law firms in Tampa67
- Investment advisory law firms in Newport Beach64
- Investment advisory law firms in Cincinnati56
- Investment advisory law firms in Pittsburgh54
- Investment advisory law firms in Boca Raton53
- Investment advisory law firms in Irvine53
- Investment advisory law firms in Omaha52
- Investment advisory law firms in Indianapolis51
- Investment advisory law firms in Columbus50
- Investment advisory law firms in Phoenix50
- Investment advisory law firms in Raleigh50
- Investment advisory law firms in Birmingham48
- Investment advisory law firms in Minneapolis47
- Investment advisory law firms in Greenville46
- Investment advisory law firms in Las Vegas44
- Investment advisory law firms in Greenwood Village43
- Investment advisory law firms in San Antonio43
- Investment advisory law firms in Seattle43
- Investment advisory law firms in Bellevue42
- Investment advisory law firms in Richmond42
- Investment advisory law firms in Washington42
- Investment advisory law firms in Grand Rapids41
- Investment advisory law firms in Columbia40
- Investment advisory law firms in Wilmington38
- Investment advisory law firms in Nashville36
- Investment advisory law firms in Sarasota36
- Investment advisory law firms in Salt Lake City35
- Investment advisory law firms in Coral Gables34
- Investment advisory law firms in Pasadena34
- Investment advisory law firms in Memphis31
- Investment advisory law firms in Tucson31
- Investment advisory law firms in Walnut Creek31
- Investment advisory law firms in Alpharetta30
- Investment advisory law firms in Knoxville30
- Investment advisory law firms in Louisville30
- Investment advisory law firms in Plano30
- Investment advisory law firms in Springfield30
- Investment advisory law firms in Fort Lauderdale29
- Investment advisory law firms in Tulsa29
- Investment advisory law firms in Ann Arbor28
- Investment advisory law firms in Brentwood28
- Investment advisory law firms in Carmel28
- Investment advisory law firms in Jacksonville28
- Investment advisory law firms in Naples28
- Investment advisory law firms in Orlando28
- Investment advisory law firms in Albuquerque27
- Investment advisory law firms in Colorado Springs27
- Investment advisory law firms in Lake Oswego27
- Investment advisory law firms in Lexington27
- Investment advisory law firms in Philadelphia27
- Investment advisory law firms in Troy27
- Investment advisory law firms in Cleveland26
- Investment advisory law firms in St. Louis26
- Investment advisory law firms in Bethesda25
- Investment advisory law firms in Fort Worth25
- Investment advisory law firms in Kansas City25
- Investment advisory law firms in Lafayette25
- Investment advisory law firms in Lincoln25
- Investment advisory law firms in Virginia Beach25
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 investment advisory law 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 investment advisory law firms are there based in Rochester, United States?
RevenueBase identified 46 investment advisory law 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?
Novem Group, headquartered in Rochester, tops this list with the largest team on record.
Which city in the United States has the most investment advisory law firms?
New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Rochester has 46.
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 150 verified decision-maker contacts tracked across these 46 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.
Ready to reach these companies? Verified emails and direct dials for all 46 investment advisory law firms based in Rochester, United States. Start with a free account, no credit card.
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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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