Company lists · Data refreshed September 2026

Top 19 Investment firms based in Rochester, United States

RevenueBase identified 43 investment firms headquartered in Rochester, United States as of September 2026 and tracks 300 professional contacts across them, including 129 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
43Companies
300Contacts tracked
129Verified emails
Unlock all 43 companies Free signup · no credit card · 500 free credits

The 19 largest investment firms based in Rochester, United States

Ranked by team size
Top 19 of 43 investment firms based in Rochester, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Novem GroupIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5029

“Securities offered through Osaic Wealth, Inc.”

Source: company website · checked Sep 4, 2026
2
High Falls Advisors, INCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5020

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

Source: company website · checked Sep 4, 2026
3
ESL Investment ServicesStrong evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5019

“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: company website · checked Sep 4, 2026
4Rochester, NY, United StatesHQ checked Sep 4, 202611-5017

“We know there are many qualified professionals you can turn to for assistance.”

Source: company website · checked Sep 4, 2026
5
Crossbridge Financial GroupIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5015

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

Source: company website · checked Sep 4, 2026
6
Angelo Planning Group, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5013

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

Source: company website · checked Sep 4, 2026
7
Oakwood Financial ServicesIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5012

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

Source: company website · checked Sep 4, 2026
8Rochester, NY, United StatesHQ checked Sep 4, 20261-1011

“O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.”

Source: company website · checked Sep 4, 2026
9Rochester, NY, United StatesHQ checked Sep 4, 202611-509

“We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.”

Source: company website · checked Sep 4, 2026
10Rochester, NY, United StatesHQ checked Sep 4, 20261-109

“At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.”

Source: company website · checked Sep 4, 2026
11Rochester, NY, United StatesHQ checked Sep 4, 202611-504

“Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.”

Source: company website · checked Sep 4, 2026
12
Northwestern MutualIndirect evidence
Rochester, MN, United StatesHQ checked Sep 4, 20261-104

“We help our clients- Experience trust, while gaining peace of mind - Understand how to meet their comprehensive financial goals - Manage their financial portfolio more efficiently…”

Source: company website · checked Sep 4, 2026
13
InvessentStrong evidence
Rochester, NY, United StatesHQ checked Sep 4, 20261-104

Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.”

Source: company website · checked Sep 4, 2026
14Rochester, NY, United StatesHQ checked Sep 4, 20261-103

“We Help.”

Source: company website · checked Sep 4, 2026
15Rochester, MN, United StatesHQ checked Sep 4, 20261-102

“Renovo Financial Partners provides custom financial planning and investment management services to individuals, families, and businesses throughout southeast Minnesota.”

Source: company website · checked Sep 4, 2026
16
Hurdle6 Capital, LLCIndirect evidence
Rochester, MI, United StatesHQ checked Sep 4, 20261-102

“Hurdle6 Capital conducts extensive due diligence on many smaller public & private companies with emerging potential.”

Source: company website · checked Sep 4, 2026
17
Investors Stock Daily, INCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 20261-101

“Our primary goal is to establish a genuine and meaningful relationship with emerging public or private companies and assist them in the execution of their business plan.”

Source: company website · checked Sep 4, 2026
18Rochester, NY, United StatesHQ checked Sep 4, 20261-101

“Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.”

Source: company website · checked Sep 4, 2026
19Rochester, NY, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

Showing 19 of 43 investment firms based in Rochester, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 129 reachable decision-makers.

Free signup · no credit card

See all 43 companies

Investment firms based in Rochester, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
29
11-50
14

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Rochester, over 43 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 129 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Rochester, United States?

RevenueBase identified 43 investment 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 has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 129 verified decision-maker contacts tracked across these 43 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 investment firms based in Rochester, United States. Start with a free account, no credit card.

Get the full list

Related lists

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 SmartSearch, 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.