Company lists · Data refreshed September 2026

Top 25 Wealth management accounting firms based in Rochester, United States

Name: Wealth management accounting firms based in Rochester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 64 companies tracked

RevenueBase identified 64 company matches for wealth management accounting firms associated with Rochester, United States as of September 2026 and tracks 588 professional contacts across them, including 298 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Rochester has 64.

This list covers company matches for wealth management accounting firms associated with Rochester, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

64Companies

588Contacts tracked

298Verified emails

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The 25 largest wealth management accounting firms based in Rochester, United States

Ranked by team size

Top 25 of 64 company matches for wealth management accounting firms based in Rochester, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sage Rutty & Co., INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	51-200	85 contacts →
	Exact match “For over 100 years, we’ve helped Rochester families create and preserve wealth for generations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Davie Kaplan, Cpa, P.C	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	51-200	77 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Brighton Securities	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	47 contacts →
	Exact match “Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Howe & Rusling Wealth Management	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	32 contacts →
	Exact match “Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	High Falls Advisors, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	20 contacts →
	Exact match “High Falls Advisors has been helping individuals and families meet their financial goals since 2008.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Mapstone Veritas Financial Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	16 contacts →
	Exact match “We know there are many qualified professionals you can turn to for assistance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Crossbridge Financial Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “We invite you to experience the difference at Crossbridge Financial Group.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Aquest Wealth Strategies	Exact match	Rochester, MI, United StatesHQ recorded Sep 29, 2026	1-10	15 contacts →
	Exact match “AQuest Wealth Strategies represents the next generation of financial services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Oakwood Financial Services	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “What separates OakWood Financial Services from others is the personal connections we share with our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	O'keefe Stevens Advisory, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Prentice Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Northstar Financial Partners, LLC	Exact match	Rochester, MN, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Monarch Wealth Management, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Thorley Wealth Management, INC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “TRUST.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Daitz, Burke & Harrison Cpas, LLP	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Daitz, Burke & Harrison CPAs, LLP is a small firm that is serving clients with value and dedicated attention.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Pivotal Wealth And TAX	Exact match	Rochester, MN, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “Pivotal Wealth and Tax is a wealth advisory firm focused on providing comprehensive, integrated wealth management and accounting services to individuals, families and businesses…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Iconoclastic Capital Management	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Right here with you.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Prinvest Advisors	Exact match	Rochester, MN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “At Prinvest Advisors we recognize that everyone’s financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Rivent Partners	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Planning for families, business, and beyond.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Rochester Wealth Management Group, LLC	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Invessent	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Hegland Mainz Financial	Exact match	Rochester, MN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We believe a comprehensive wealth management approach means ensuring that you and your loved ones are protected.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Endeavor Wealth Advisory Group	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “We Help.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Strategic TAX & Retirement	Exact match	Rochester, MN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Welcome to Strategic Tax & Retirement!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Beacon Of Light Financial Services, Inc.	Exact match	Rochester, NY, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “A Gregory L.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 64 wealth management accounting firms based in Rochester, United States

See the full list, filter by size, metro and specialty, and access 298 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management accounting firms based in Rochester, United States at a glance

As of Sep 29, 2026

50.7%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 64 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Rochester, United States whose business descriptions match “wealth management accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 298 professional contacts with verified work emails across the full matched dataset. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management accounting firms are there based in Rochester, United States?

RevenueBase identified 64 company matches for wealth management accounting firms associated with Rochester, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sage Rutty & Co., INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management accounting firms?

New York leads the United States with 428 company records, followed by Atlanta (224) and Houston (221). Rochester has 64.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 298 professional contacts with verified work emails tracked across these 64 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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.