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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Rochester, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 96 companies tracked

RevenueBase identified 96 private client accounting firms headquartered in Rochester, United States as of September 2026 and tracks 847 professional contacts across them, including 435 with verified work emails. New York is the largest hub.

This list covers private client accounting 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 5, 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 5, 2026 86% judged on-target in blind review
96Companies
847Contacts tracked
435Verified emails
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The 25 largest private client accounting firms based in Rochester, United States

Ranked by team size
Top 25 of 96 private client accounting firms based in Rochester, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting 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
Efpr, A Springline CompanyStrong evidence
Rochester, NY, United StatesHQ checked Sep 5, 202651-200158

“EFPR, a Springline company, is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.”

Source: company website · checked Sep 5, 2026
2
Davie Kaplan, Cpa, P.CIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202651-20077

“Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table.”

Source: company website · checked Sep 5, 2026
3
Brighton SecuritiesIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5047

“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: company website · checked Sep 5, 2026
4
Howe & Rusling Wealth ManagementIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5032

“Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.”

Source: company website · checked Sep 5, 2026
5
Mattina, Kent & Gibbons, P.CIndirect evidence
Rochester, MI, United StatesHQ checked Sep 5, 202611-5024
Source: company website · checked Sep 5, 2026
6
Thaney & Associates, CpasIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5021

“Forward.”

Source: company website · checked Sep 5, 2026
7
High Falls Advisors, INCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5020

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

Source: company website · checked Sep 5, 2026
8
Crossbridge Financial GroupIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5015

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

Source: company website · checked Sep 5, 2026
9
Aquest Wealth StrategiesIndirect evidence
Rochester, MI, United StatesHQ checked Sep 5, 20261-1015

“AQuest Wealth Strategies represents the next generation of financial services.”

Source: company website · checked Sep 5, 2026
10
Gray Locey CPA PllcStrong evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-1013

“Gray Locey CPA PLLC is a full-service accounting firm serving clients throughout the Rochester, NY area, dedicated to providing our clients with professional, personalized…”

Source: company website · checked Sep 5, 2026
11
Oakwood Financial ServicesPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5012

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

Source: company website · checked Sep 5, 2026
12
Bonn, Dioguardi & Ray, LLPStrong evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-5011

“We are a full service accounting firm offering clients professional and personalized services to fulfill a wide range of personal and business needs.”

Source: company website · checked Sep 5, 2026
13
Efpr Group LLPStrong evidence
Rochester, NY, United StatesHQ checked Sep 5, 202651-20011

“EFPR Group, LLP is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.”

Source: company website · checked Sep 5, 2026
14
Prentice Wealth Management, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 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 5, 2026
15
Rise Advisors, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-109

“Who We Are: We are a financial advisory team redefining industry boundaries to lead a shared journey to a greater financial future What We Do: Uncover an in-depth view of today's…”

Source: company website · checked Sep 5, 2026
16
Northstar Financial Partners, LLCIndirect evidence
Rochester, MN, United StatesHQ checked Sep 5, 20261-109

“At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it.”

Source: company website · checked Sep 5, 2026
17
Roberts Accounting, Cpas, P.CIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-509
Source: company website · checked Sep 5, 2026
18
Monarch Wealth Management, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 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 5, 2026
19
Welker Mojsej & Delvecchio Cpas, LLCPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-507

“Welker Mojsej & DelVecchio is an accounting firm with a mission to help businesses and individuals alike in financial and tax related projects.”

Source: company website · checked Sep 5, 2026
20
Endgame AdvisoryPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-107

“Endgame Advisory helps clients stack proven mechanisms to reach the unique goals of each business.”

Source: company website · checked Sep 5, 2026
21
Thorley Wealth Management, INCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-107

“TRUST.”

Source: company website · checked Sep 5, 2026
22
Richard J. Boyse, Cpa, PCPartial evidence
Rochester, MI, United StatesHQ checked Sep 5, 20261-107

“Since 1980, we have prided ourselves on serving our clients' needs.”

Source: company website · checked Sep 5, 2026
23
Wilson Tibor & Maves, LTDPartial evidence
Rochester, MN, United StatesHQ checked Sep 5, 20261-107

“Serving Rochester and surrounding communities with tax, accounting, and auditing needs for over 60 years.”

Source: company website · checked Sep 5, 2026
24
Daitz, Burke & Harrison Cpas, LLPPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-106

“Daitz, Burke & Harrison CPAs, LLP is a small firm that is serving clients with value and dedicated attention.”

Source: company website · checked Sep 5, 2026
25
Conlon & Company Cpa's, PllcPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 202611-506

“We are committed to providing close, personal attention to our clients.”

Source: company website · checked Sep 5, 2026

Showing 25 of 96 private client accounting 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 435 reachable decision-makers.

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Private client accounting firms based in Rochester, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
60
11-50
31
51-200
5

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 96 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 private client accounting 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 “private client accounting 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 private client accounting 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, 435 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Rochester, United States?

RevenueBase identified 96 private client accounting 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?

Efpr, A Springline Company, headquartered in Rochester, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 435 verified decision-maker contacts tracked across these 96 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 5, 2026.

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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New 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.

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