Company lists · Data refreshed September 2026
Top 23 Investment firms based in Rochester, United States
RevenueBase identified 47 investment firms headquartered in Rochester, United States as of September 2026 and tracks 340 professional contacts across them, including 177 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Rochester has 47.
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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 23 largest investment firms 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 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Indirect evidence “Securities offered through Osaic Wealth, Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Strong 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 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 contacts → | ||||
Indirect evidence “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Indirect evidence “We know there are many qualified professionals you can turn to for assistance.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “We invite you to experience the difference at Crossbridge Financial Group.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “AQuest Wealth Strategies represents the next generation of financial services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Indirect evidence “Angelo Planning Group, LLC (APG) is an independent financial services firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 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 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “We Help.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Hurdle6 Capital conducts extensive due diligence on many smaller public & private companies with emerging potential.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Schaffer & Company Asset Management, Inc-A Gregory L.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Supporting individual investors and financial professionals since 1978.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Primetime Wealth Management offers holistic financial planning to professionals, families and athletes.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “Elevation is an independent, fee only investment advisory and asset management firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 14, 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 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 firms.
- Partial evidence
- Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment 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 23 of 47 investment firms based in Rochester, United States
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Investment firms based in Rochester, United States at a glance
As of Sep 14, 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 47 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 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 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 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 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, 177 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 14, 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
- Investment firms in New York996
- Investment firms in Chicago285
- Investment firms in Dallas281
- Investment firms in Atlanta238
- Investment firms in Houston217
- Investment firms in Miami202
- Investment firms in Boston199
- Investment firms in San Francisco191
- Investment firms in Los Angeles186
- Investment firms in Austin171
- Investment firms in San Diego150
- Investment firms in Charlotte138
- Investment firms in Denver128
- Investment firms in Scottsdale116
- Investment firms in Tampa114
- Investment firms in Newport Beach99
- Investment firms in Portland92
- Investment firms in Irvine87
- Investment firms in Minneapolis85
- Investment firms in Boca Raton84
- Investment firms in Cincinnati82
- Investment firms in Seattle79
- Investment firms in Indianapolis74
- Investment firms in Overland Park73
- Investment firms in Omaha71
- Investment firms in San Antonio71
- Investment firms in Birmingham67
- Investment firms in Las Vegas67
- Investment firms in Columbus66
- Investment firms in Phoenix66
- Investment firms in Pittsburgh64
- Investment firms in Raleigh64
- Investment firms in Richmond63
- Investment firms in Washington56
- Investment firms in Columbia55
- Investment firms in Naples55
- Investment firms in Philadelphia55
- Investment firms in Nashville53
- Investment firms in Greenville52
- Investment firms in Bellevue51
- Investment firms in Salt Lake City51
- Investment firms in Fort Worth50
- Investment firms in Grand Rapids50
- Investment firms in Greenwood Village49
- Investment firms in Memphis48
- Investment firms in Louisville47
- Investment firms in Wilmington47
- Investment firms in Madison46
- Investment firms in Orlando46
- Investment firms in Pasadena46
- Investment firms in Sarasota46
- Investment firms in Colorado Springs45
- Investment firms in Stamford45
- Investment firms in Springfield44
- Investment firms in Fort Lauderdale43
- Investment firms in New York City43
- Investment firms in Lexington42
- Investment firms in Tulsa42
- Investment firms in Cleveland41
- Investment firms in Tucson41
- Investment firms in Plano40
- Investment firms in Troy40
- Investment firms in Jacksonville39
- Investment firms in Kansas City39
- Investment firms in Coral Gables38
- Investment firms in St Louis36
- Investment firms in Alpharetta35
- Investment firms in Bethesda35
- Investment firms in Lake Oswego34
- Investment firms in Walnut Creek34
- Investment firms in Brentwood33
- Investment firms in Oklahoma City33
- Investment firms in Baltimore32
- Investment firms in Baton Rouge32
- Investment firms in Charleston32
- Investment firms in Melville32
- Investment firms in Virginia Beach32
- Investment firms in Lincoln31
- Investment firms in Mclean31
- Investment firms in Palo Alto31
- Investment firms in Ann Arbor30
- Investment firms in Red Bank30
- Investment firms in Westport30
- Investment firms in Beverly Hills29
- Investment firms in Bloomfield Hills29
- Investment firms in Santa Monica29
- Investment firms in Westlake Village29
- Investment firms in Albuquerque28
- Investment firms in Boise28
- Investment firms in Carmel28
- Investment firms in Knoxville28
- Investment firms in Buffalo27
- Investment firms in Franklin27
- Investment firms in Honolulu27
- Investment firms in Jackson27
- Investment firms in Lafayette26
- Investment firms in Little Rock26
- Investment firms in Milwaukee26
- Investment firms in Pittsford26
- Investment firms in Reston26
- Investment firms in West Chester26
- Investment firms in West Des Moines26
- Investment firms in West Palm Beach26
- Investment firms in Bloomington25
- Investment firms in Plymouth25
- Investment firms in The Woodlands25
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 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 firms are there based in Rochester, United States?
RevenueBase identified 47 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?
Brighton Securities, headquartered in Rochester, tops this list with the largest team on record.
Which city in the United States has the most investment firms?
New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Rochester has 47.
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 177 verified decision-maker contacts tracked across these 47 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 14, 2026.
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Investment firms by geography
- Investment firms based in the United States
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- Investment firms based in Germany
- Investment firms based in Switzerland
- Investment firms based in South Africa
- Investment firms based in Spain
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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.