Company lists · Data refreshed September 2026

Top 12 Private equity advisors based in Rochester, United States

RevenueBase identified 29 private equity advisors headquartered in Rochester, United States as of September 2026 and tracks 200 professional contacts across them, including 91 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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
29Companies
200Contacts tracked
91Verified emails
Unlock all 29 companies Free signup · no credit card · 500 free credits

The 12 largest private equity advisors based in Rochester, United States

Ranked by team size
Top 12 of 29 private equity advisors 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 equity advisors: 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
Solyco CapitalStrong evidence
Rochester, MI, United StatesHQ checked Sep 5, 202611-5046

“Solyco Capital is a unique private equity group that delivers capital solutions for late stage startup and growth companies.”

Source: company website · checked Sep 5, 2026
2
High Falls Advisors, INCPartial 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
3
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
4Rochester, 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
5Rochester, 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
6Rochester, 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
7Rochester, NY, United StatesHQ checked Sep 5, 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 5, 2026
8
InvessentPartial evidence
Rochester, NY, United StatesHQ checked Sep 5, 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 5, 2026
9
Kappan Financial, LLCIndirect evidence
Rochester, NY, United StatesHQ checked Sep 5, 20261-104

“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: company website · checked Sep 5, 2026
10Rochester, NY, United StatesHQ checked Sep 5, 20261-103

“We Help.”

Source: company website · checked Sep 5, 2026
11Rochester, NY, United StatesHQ checked Sep 5, 20261-101

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

Source: company website · checked Sep 5, 2026
12Rochester, NY, United StatesHQ checked Sep 5, 20261-101

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

Source: company website · checked Sep 5, 2026

Showing 12 of 29 private equity advisors based in Rochester, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 91 reachable decision-makers.

Free signup · no credit card

See all 29 companies

Private equity advisors based in Rochester, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
18
11-50
11

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 29 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 equity advisors, 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 equity advisors”. 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 equity advisors, 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, 91 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 equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Rochester, United States?

RevenueBase identified 29 private equity advisors 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?

Solyco Capital, headquartered in Rochester, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 91 verified decision-maker contacts tracked across these 29 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.

Ready to reach these companies? Verified emails and direct dials for all 29 private equity advisors 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.