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.

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
31Companies
394Contacts tracked
140Verified emails
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The 17 largest investment management law firms based in Rochester, United States

Ranked by team size
Top 17 of 31 investment management law 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 management law 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
The Private FirmIndirect evidence
Rochester, MI, United StatesHQ checked Sep 4, 2026n/a102

“Experience That Matters.”

Source: company website · checked Sep 4, 2026
2
Underberg & Kessler LLPIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202651-20075

“Since 1926, Underberg & Kessler LLP has provided exceptional legal counsel grounded in integrity, professionalism, and service.”

Source: company website · checked Sep 4, 2026
3
Davidson Fink LLPPartial evidence
Rochester, NY, United StatesHQ checked Sep 4, 202651-20066

“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, 2026
4
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
5Rochester, 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
6
Marchioni & Associates, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-5017
Source: company website · checked Sep 4, 2026
7Rochester, 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
8
Blake T. Webber, ESQIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 202611-504

“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, 2026
9
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
10
Davis LAW Firm, P.APartial evidence
Rochester, MN, United StatesHQ checked Sep 4, 20261-103

“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, 2026
11Rochester, NY, United StatesHQ checked Sep 4, 20261-102

“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, 2026
12Rochester, 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
13
Philippone LAW OfficePartial evidence
Rochester, NY, United StatesHQ checked Sep 4, 20261-102

“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, 2026
14Rochester, United StatesHQ checked Sep 4, 20261-102

“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, 2026
15Rochester, NY, United StatesHQ checked Sep 4, 20261-101

“Steven Charles Capital is a private wealth management firm founded in 1985 in Rochester, New York.”

Source: company website · checked Sep 4, 2026
16
RGS Wealth Strategies, INCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 4, 20261-101

“RGS Wealth Strategies Inc.”

Source: company website · checked Sep 4, 2026
17
Pergolizzi LAW PllcPartial evidence
Rochester, NY, United StatesHQ checked Sep 4, 20261-101

“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, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 747 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
22
11-50
7
51-200
2

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

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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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.