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New Financial Services Businesses in Rochester, NY

11 financial services businesses recently registered in Rochester, New York.

Updated August 19, 2026 · Most recent business filing Apr 29, 2026

11
Total Filings
Apr 29, 2026
Most Recent
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About Financial Services Businesses in Rochester

This page lists new financial services businesses registered in Rochester, New York. We currently track 11, sourced directly from the New York Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Iconoclastic Capital, Stone Oak Capital, and Wegman Wealth Management. The most recent financial services business filing was on Apr 29, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Rochester, this is one of the freshest prospect lists in the market.

All Filings

Iconoclastic Capital

Apr 29, 2026
Financial ServicesVerifiedRochester, NY

The LLC is registered at 17 Prince St, Rochester, NY, which is the same address as Iconoclastic Capital Management LLC. The site also lists phone numbers with Rochester area code (585). This indicates the LLC serves as the legal entity for the operating business known as Iconoclastic Capital.

Stone Oak Capital

Feb 18, 2026
Financial ServicesVerifiedRochester, NY

Stone Oak Capital is a middle-market M&A advisory firm offering valuation services, buy-side advisory, and sell-side advisory. The LLC filing shows a principal address in Rochester, NY, suggesting a New York presence for the business.

Wegman Wealth Management

Dec 19, 2025
Financial ServicesVerifiedRochester, NY

The LLC is a wealth management firm operated by Nathan Wegman, located at 2024 West Henrietta Rd., Rochester, NY. He is a financial advisor associated with Commonwealth Financial Network, as shown in his professional profile. The business provides financial advisory and wealth management services.

Collinsworth Group

Dec 14, 2025
Financial ServicesVerifiedRochester, NY

Collinsworth Group LLC provides tax reduction and retirement planning services, as described on their website. The business address at 75 Sleepy Hollow Lane, Rochester, NY matches the LLC filing.

A&A Advisory Group

Sep 10, 2025
Financial ServicesVerifiedRochester, NY

A&A Advisory Group provides expert tax preparation, accounting, and business advisory services. The website emphasizes culturally competent, ethical support for individuals and businesses nationwide. Contact info and address match the LLC filing exactly.

MSM Legacy Capital

Sep 3, 2025
Financial ServicesVerifiedRochester, NY

MSM Legacy Capital LLC provides capital resources to small businesses and entrepreneurs. The website describes itself as a provider of capital for small businesses and entrepreneurs, consistent with the LLC name. The registered address is in Rochester, NY, while the contact number has a Maryland area code (301).

Alesco Advisors

Aug 19, 2025
Financial ServicesVerifiedRochester, NY

Alesco Advisors is an SEC-registered investment advisory firm founded in 2000, located in the Rochester, NY area, with over $5 billion in assets under advisement. It was acquired by ESL Federal Credit Union, as reflected in the LLC name.

Wisehaven Financial

May 2, 2025
Financial ServicesVerifiedRochester, NY

Wisehaven Financial LLC operates as a financial planning and wealth management firm at 2132 Ridgeway Avenue, Rochester, NY. The website offers comprehensive financial services, and contact information includes advisors Matthew Sheehan and Kevin Sheehan.

ESL Federal Credit Union

Feb 27, 2025
Financial ServicesVerifiedRochester, NY

ESL HOLDCO LLC is the holding company for ESL Federal Credit Union, a credit union headquartered in Rochester, NY. The credit union offers personal and business banking and wealth management services. The registered address is 225 Chestnut Street, Rochester, NY, matching the LLC filing.

Seneca Financial Advisors

Feb 27, 2025
Financial ServicesVerifiedRochester, NY

Seneca Financial Advisors provides wealth management and financial advisory services based in Rochester, NY. The address on the filing (225 Chestnut Street) differs from the firm's listed address (100 South Clinton Avenue), but both are in Rochester, suggesting a possible branch or related entity.

J Choi Holdings

Feb 6, 2024
Financial ServicesVerifiedRochester, NY

J Choi Holdings appears to be an investment holding company with a website showcasing a portfolio. The LLC is registered in Rochester, NY, and the website does not contradict this location.

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