Company lists · Data refreshed September 2026
Top 17 Investment management law firms based in Rochester, United States
RevenueBase identified 31 investment management law firms headquartered in Rochester, United States as of September 2026 and tracks 394 professional contacts across them, including 140 with verified work emails. New York is the largest hub.
This list covers investment management 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, 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.
The 17 largest investment management law firms based in Rochester, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | The Private FirmIndirect evidence | 102 | |||
“Experience That Matters.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | Underberg & Kessler LLPIndirect evidence | 75 | |||
“Since 1926, Underberg & Kessler LLP has provided exceptional legal counsel grounded in integrity, professionalism, and service.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 66 | ||||
“DAVIDSON FINK LLP is a commercial oriented law firm with a wide range of clients-from large financial institutions to private clients and family-owned businesses.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 | ||||
“High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Mapstone Veritas Financial GroupIndirect evidence | 17 | |||
“We know there are many qualified professionals you can turn to for assistance.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Marchioni & Associates, LLCIndirect evidence | 17 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | O'keefe Stevens Advisory, INCStrong evidence | 11 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | Blake T. Webber, ESQIndirect evidence | 4 | |||
“WHO WE ARE We maintain an unfailing commitment to understanding our clients' needs and to provide comprehensive, practical, high-quality, and responsive solutions, in conjunction…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 | ||||
“The attorneys at Davis Law Firm, PA, focus on three major areas of practice: aviation law, estate planning, and business consultation.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Brown & Hutchinson AttorneysIndirect evidence | 2 | |||
“Committed to Excellence Attorneys Serving Clients in New York and Nationwide Founded in 1994, has established a distinguished reputation in New York and across the nation for…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Renovo Financial PartnersStrong evidence | 2 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 13 | Philippone LAW OfficePartial evidence | 2 | |||
“The Philippone Law Firm is a full service legal firm of highly skilled attorneys offering responsive, knowledgeable advice to individuals and corporate clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Steven Charles Capital, LTDPartial evidence | 1 | |||
“Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | RGS Wealth Strategies, INCIndirect evidence | 1 | |||
“RGS Wealth Strategies Inc.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | Pergolizzi LAW PllcPartial evidence | 1 | |||
“At Pergolizzi Law, Jim strives to leverage big-firm experience and small-firm attention to address complex legal problems and provide practical solutions tailored to each client’s…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 17 of 31 investment management law firms based in Rochester, United States
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Investment management law firms based in Rochester, United States at a glance
As of Sep 4, 2026Companies by employee count
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 31 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 management law 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 management law 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 management 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 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, 140 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 management law firms by metro in the United States
- Investment management law firms in New York747
- Investment management law firms in Chicago258
- Investment management law firms in Atlanta186
- Investment management law firms in Miami186
- Investment management law firms in Dallas183
- Investment management law firms in Houston170
- Investment management law firms in Los Angeles166
- Investment management law firms in Boston162
- Investment management law firms in San Diego136
- Investment management law firms in Austin126
- Investment management law firms in San Francisco126
- Investment management law firms in Washington118
- Investment management law firms in Denver106
- Investment management law firms in Tampa81
- Investment management law firms in Portland75
- Investment management law firms in Irvine73
- Investment management law firms in Newport Beach73
- Investment management law firms in Scottsdale73
- Investment management law firms in Charlotte70
- Investment management law firms in Seattle67
- Investment management law firms in Coral Gables59
- Investment management law firms in Minneapolis57
- Investment management law firms in Phoenix56
- Investment management law firms in Boca Raton53
- Investment management law firms in Indianapolis53
- Investment management law firms in Las Vegas52
- Investment management law firms in Birmingham51
- Investment management law firms in Columbus51
- Investment management law firms in Wilmington48
- Investment management law firms in Pittsburgh47
- Investment management law firms in Philadelphia44
- Investment management law firms in Nashville43
- Investment management law firms in Raleigh42
- Investment management law firms in Fort Lauderdale41
- Investment management law firms in Naples40
- Investment management law firms in San Antonio40
- Investment management law firms in Cincinnati39
- Investment management law firms in Orlando38
- Investment management law firms in Columbia36
- Investment management law firms in Jacksonville36
- Investment management law firms in Salt Lake City36
- Investment management law firms in Omaha35
- Investment management law firms in Overland Park33
- Investment management law firms in Milwaukee32
- Investment management law firms in Richmond32
- Investment management law firms in Springfield32
- Investment management law firms in Cleveland31
- Investment management law firms in Grand Rapids31
- Investment management law firms in Greenville31
- Investment management law firms in New Orleans31
- Investment management law firms in Rochester31
- Investment management law firms in Beverly Hills29
- Investment management law firms in Colorado Springs29
- Investment management law firms in Fort Worth29
- Investment management law firms in Pasadena29
- Investment management law firms in Providence29
- Investment management law firms in Sacramento29
- Investment management law firms in Walnut Creek29
- Investment management law firms in White Plains29
- Investment management law firms in Baltimore28
- Investment management law firms in Sarasota28
- Investment management law firms in Tulsa28
- Investment management law firms in Bellevue27
- Investment management law firms in Buffalo27
- Investment management law firms in Greenwood Village27
- Investment management law firms in Lexington27
- Investment management law firms in Louisville27
- Investment management law firms in Bethesda26
- Investment management law firms in Madison26
- Investment management law firms in Alpharetta25
- Investment management law firms in Greensboro25
- Investment management law firms in Lafayette25
Frequently asked
How many investment management law firms are there based in Rochester, United States?
RevenueBase identified 31 investment management 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?
The Private Firm, headquartered in Rochester, tops this list with the largest team on record.
Which city has the most investment management law firms?
New York leads with 747 headquartered companies, followed by Chicago (258) and Atlanta (186).
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 140 verified decision-maker contacts tracked across these 31 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.
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Investment management law firms by geography
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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 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.
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