Company lists · Data refreshed September 2026
Top 17 Investment companies based in Rochester, United States
RevenueBase identified 35 investment companies headquartered in Rochester, United States as of September 2026 and tracks 266 professional contacts across them, including 133 with verified work emails. New York is the largest hub.
This list covers investment 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 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.
The 17 largest investment companies based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 47 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Indirect evidence “Securities offered through Osaic Wealth, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Indirect evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 20, 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 20, 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 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Hurdle6 Capital conducts extensive due diligence on many smaller public & private companies with emerging potential.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “At NextGen Investment Partners, we connect sophisticated investors with high-quality real estate opportunities to create wealth and lasting partnerships.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Schaffer & Company Asset Management, Inc-A Gregory L.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Source: RevenueBase Database · checked Sep 20, 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 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 investment companies.
- Partial evidence
- Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment 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 17 of 35 investment companies based in Rochester, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 133 reachable decision-makers.
Free signup · no credit card
Investment companies based in Rochester, United States at a glance
As of Sep 20, 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 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 investment 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 “investment 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 investment 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 investment 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, 133 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.
Investment companies by metro in the United States
- Investment companies in New York814
- Investment companies in Dallas215
- Investment companies in Chicago214
- Investment companies in Miami206
- Investment companies in Los Angeles173
- Investment companies in Houston166
- Investment companies in San Francisco155
- Investment companies in Atlanta147
- Investment companies in Boston136
- Investment companies in Austin112
- Investment companies in San Diego104
- Investment companies in Charlotte101
- Investment companies in Denver99
- Investment companies in Tampa73
- Investment companies in Newport Beach72
- Investment companies in Scottsdale65
- Investment companies in Las Vegas60
- Investment companies in Boca Raton58
- Investment companies in Irvine57
- Investment companies in Portland57
- Investment companies in Seattle57
- Investment companies in Indianapolis55
- Investment companies in Minneapolis55
- Investment companies in Overland Park50
- Investment companies in Phoenix50
- Investment companies in Washington49
- Investment companies in Orlando47
- Investment companies in Greenwich46
- Investment companies in Birmingham45
- Investment companies in Omaha43
- Investment companies in Raleigh42
- Investment companies in San Antonio42
- Investment companies in Cincinnati41
- Investment companies in Philadelphia41
- Investment companies in Columbus39
- Investment companies in Fort Lauderdale39
- Investment companies in Naples39
- Investment companies in Nashville39
- Investment companies in Pittsburgh39
- Investment companies in Richmond37
- Investment companies in Fort Worth36
- Investment companies in Columbia35
- Investment companies in Rochester35
- Investment companies in Wilmington35
- Investment companies in Greenwood Village33
- Investment companies in Beverly Hills32
- Investment companies in Greenville32
- Investment companies in Kansas City32
- Investment companies in Louisville32
- Investment companies in Memphis32
- Investment companies in Salt Lake City32
- Investment companies in Stamford32
- Investment companies in Sarasota31
- Investment companies in Cleveland28
- Investment companies in Springfield28
- Investment companies in St. Louis28
- Investment companies in Tucson28
- Investment companies in Alpharetta27
- Investment companies in Tulsa27
- Investment companies in Jacksonville26
- Investment companies in Lexington26
- Investment companies in Baltimore25
- Investment companies in New York City25
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 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 investment companies are there based in Rochester, United States?
RevenueBase identified 35 investment 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 investment companies?
New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).
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 133 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 35 investment companies based in Rochester, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment companies by geography
- Investment companies based in Brisbane, Australia
- Investment companies based in Melbourne, Australia
- Investment companies based in Sydney, Australia
- Investment companies based in Belo Horizonte, Brazil
- Investment companies based in Curitiba, Brazil
- Investment companies based in Porto Alegre, Brazil
- Investment companies based in Rio De Janeiro, Brazil
- Investment companies based in Sao Paulo, Brazil
- Investment companies based in Calgary, Canada
- Investment companies based in Edmonton, Canada
- Investment companies based in Montreal, Canada
- Investment companies based in Toronto, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment companies based in Brisbane, Australia
- Investment companies based in Melbourne, Australia
- Investment companies based in Sydney, Australia
- Investment companies based in Belo Horizonte, Brazil
- Investment companies based in Curitiba, Brazil
- Investment companies based in Porto Alegre, Brazil