Company lists · Data refreshed November 2026
Top 25 Behavioral finance advisors based in the United States
RevenueBase identified 118 company matches for behavioral finance advisors associated with the United States as of November 2026 and tracks 732 professional contacts across them, including 258 with verified work emails. New York is the largest hub.
This list covers company matches for behavioral finance advisors associated with the 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 November 6, 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.
The 25 largest behavioral finance advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 128 contacts → | ||||
Exact match “Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 39 contacts → | ||||
Exact match “OUR STORY In the journey of brand building, we are the architects.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 37 contacts → | ||||
Exact match “Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 36 contacts → | ||||
Exact match “Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “R.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Our mission is to help our clients make wise financial decisions for their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Founded in November, 2013, Fusion Family Wealth is a fee-only, fiduciary Registered Investment Advisor (RIA) overseeing over $1 billion in Assets Under Management and Advisement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Many people believe that a financial advisor's job is to create a portfolio that beats or outperforms the market.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Behavioral science is increasingly being used across industries to influence the behavior of consumers, commercial teams, and other stakeholders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “For over two decades, Crystal Clear Finances has empowered individuals to gain confidence in their financial decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “At Martin & Associates, we believe the more you know about your finances, the more prepared you’ll be to handle them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “The new standard in planning a secure future Archetype Advisors combines behavioral science and forensic strategy to identify the ideal financial plan for our clients and build a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “At Proulx Family Financial, we believe the best financial relationships are built on two pillars: unwavering honesty and a commitment to fair value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Recorded in the RevenueBase company graph · Nov 6, 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 “behavioral finance advisors”. 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 118 behavioral finance advisors based in the United States
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Behavioral finance advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 118 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 the United States whose business descriptions match “behavioral finance advisors” 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 258 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 November 6, 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.
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 “behavioral finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many behavioral finance advisors are there based in the United States?
RevenueBase identified 118 company matches for behavioral finance advisors associated with the United States as of November 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?
Northeast Financial Network tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most behavioral finance advisors?
New York leads with 15 company records, followed by Atlanta (6) and Chicago (3).
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 258 professional contacts with verified work emails tracked across these 118 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 November 6, 2026.
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Behavioral finance advisors by geography
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.
More company lists
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Company intelligence · public preview
Top 25 behavioral finance advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 118 matching company records for behavioral finance advisors based in the United States, with 732 tracked contacts and 258 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 behavioral finance advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Northeast Financial Networknortheastfn.comHQ: Holmdel, CT, United StatesReported employees: 11-50 | Holmdel, CT, United States | 11-50 | Exact match | 128 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pointe Advisorypointeadvisory.comHQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 39 contacts → |
“Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AVOamorvinc.itHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 39 contacts → |
“OUR STORY In the journey of brand building, we are the architects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  JOYNjoynadvisors.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Contemporary Leadership Advisorscontemporaryleadership.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Capital Preferencescapitalpreferences.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Aura Financeaurafinance.ioHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  R. G. Niederhoffer Capital Managementniederhoffer.comHQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Slade & Companysladeco.netHQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 10 contacts → |
“Our mission is to help our clients make wise financial decisions for their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fusion Family Wealthfusionfamilywealth.comHQ: Woodbury, NY, United StatesReported employees: 1-10 | Woodbury, NY, United States | 1-10 | Exact match | 10 contacts → |
“Founded in November, 2013, Fusion Family Wealth is a fee-only, fiduciary Registered Investment Advisor (RIA) overseeing over $1 billion in Assets Under Management and Advisement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  QM Advisorsqmadvisors.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lifecentslifecents.comHQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 9 contacts → |
“Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Genesis Wealth Advisorsgenesisadvisors.comHQ: Braintree, MA, United StatesReported employees: 11-50 | Braintree, MA, United States | 11-50 | Exact match | 8 contacts → |
“Many people believe that a financial advisor's job is to create a portfolio that beats or outperforms the market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Behavioralizebehavioralize.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 7 contacts → |
“Behavioral science is increasingly being used across industries to influence the behavior of consumers, commercial teams, and other stakeholders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Crystal Clear Finances, INCcrystalclearfinances.comHQ: Latham, NY, United StatesReported employees: 1-10 | Latham, NY, United States | 1-10 | Exact match | 7 contacts → |
“For over two decades, Crystal Clear Finances has empowered individuals to gain confidence in their financial decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  EQ Wealth Advisorseqwealthadv.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tencap Wealth Coachingtencap.comHQ: South Jordan, UT, United StatesReported employees: 1-10 | South Jordan, UT, United States | 1-10 | Exact match | 5 contacts → |
“Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Blue Grotto Capitalbluegrottocapital.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Align Wealth Advisorsalignwealthadvisors.comHQ: Laguna Hills, CA, United StatesReported employees: 1-10 | Laguna Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Martin & Associates, INCmartintaxpros.comHQ: Huntington Beach, CA, United StatesReported employees: 1-10 | Huntington Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Martin & Associates, we believe the more you know about your finances, the more prepared you’ll be to handle them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Archetype Advisors, LLCarchetypeadvisor.comHQ: Doylestown, PA, United StatesReported employees: 1-10 | Doylestown, PA, United States | 1-10 | Exact match | 4 contacts → |
“The new standard in planning a secure future Archetype Advisors combines behavioral science and forensic strategy to identify the ideal financial plan for our clients and build a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Decisionmap Wealth Managementdecisionmap.comHQ: Reston, VA, United StatesReported employees: 1-10 | Reston, VA, United States | 1-10 | Exact match | 4 contacts → |
“At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Unitifiunitifi.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Proulx Family Financial Corpproulxfamilyfinancial.comHQ: Hubbardston, MA, United StatesReported employees: 1-10 | Hubbardston, MA, United States | 1-10 | Exact match | 3 contacts → |
“At Proulx Family Financial, we believe the best financial relationships are built on two pillars: unwavering honesty and a commitment to fair value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finppass Financial Stewardshipfinppass.comHQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 3 contacts → |
“Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 118 company matches
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Behavioral finance advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
118 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 118 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for behavioral finance advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many behavioral finance advisors did RevenueBase find based in the United States?
The saved snapshot records 118 matching company records, 732 tracked contacts and 258 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Behavioral finance advisors by geography
Cite this list
RevenueBase Data Team. Top 25 behavioral finance advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/behavioral-finance-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Behavioral finance advisors based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 behavioral finance advisors based in the United States
RevenueBase records 118 matching company records for behavioral finance advisors based in the United States, with 732 tracked contacts and 258 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 behavioral finance advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Northeast Financial Networknortheastfn.com HQ: Holmdel, CT, United StatesReported employees: 11-50 | Holmdel, CT, United States | 11-50 | Exact match | 128 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pointe Advisorypointeadvisory.com HQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 39 contacts → |
“Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AVOamorvinc.it HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 39 contacts → |
“OUR STORY In the journey of brand building, we are the architects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | JOYNjoynadvisors.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Contemporary Leadership Advisorscontemporaryleadership.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Capital Preferencescapitalpreferences.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Aura Financeaurafinance.io HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | R. G. Niederhoffer Capital Managementniederhoffer.com HQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Slade & Companysladeco.net HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 10 contacts → |
“Our mission is to help our clients make wise financial decisions for their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fusion Family Wealthfusionfamilywealth.com HQ: Woodbury, NY, United StatesReported employees: 1-10 | Woodbury, NY, United States | 1-10 | Exact match | 10 contacts → |
“Founded in November, 2013, Fusion Family Wealth is a fee-only, fiduciary Registered Investment Advisor (RIA) overseeing over $1 billion in Assets Under Management and Advisement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | QM Advisorsqmadvisors.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lifecentslifecents.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 9 contacts → |
“Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Genesis Wealth Advisorsgenesisadvisors.com HQ: Braintree, MA, United StatesReported employees: 11-50 | Braintree, MA, United States | 11-50 | Exact match | 8 contacts → |
“Many people believe that a financial advisor's job is to create a portfolio that beats or outperforms the market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Behavioralizebehavioralize.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 7 contacts → |
“Behavioral science is increasingly being used across industries to influence the behavior of consumers, commercial teams, and other stakeholders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Crystal Clear Finances, INCcrystalclearfinances.com HQ: Latham, NY, United StatesReported employees: 1-10 | Latham, NY, United States | 1-10 | Exact match | 7 contacts → |
“For over two decades, Crystal Clear Finances has empowered individuals to gain confidence in their financial decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | EQ Wealth Advisorseqwealthadv.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tencap Wealth Coachingtencap.com HQ: South Jordan, UT, United StatesReported employees: 1-10 | South Jordan, UT, United States | 1-10 | Exact match | 5 contacts → |
“Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Blue Grotto Capitalbluegrottocapital.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Align Wealth Advisorsalignwealthadvisors.com HQ: Laguna Hills, CA, United StatesReported employees: 1-10 | Laguna Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Martin & Associates, INCmartintaxpros.com HQ: Huntington Beach, CA, United StatesReported employees: 1-10 | Huntington Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Martin & Associates, we believe the more you know about your finances, the more prepared you’ll be to handle them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Archetype Advisors, LLCarchetypeadvisor.com HQ: Doylestown, PA, United StatesReported employees: 1-10 | Doylestown, PA, United States | 1-10 | Exact match | 4 contacts → |
“The new standard in planning a secure future Archetype Advisors combines behavioral science and forensic strategy to identify the ideal financial plan for our clients and build a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Decisionmap Wealth Managementdecisionmap.com HQ: Reston, VA, United StatesReported employees: 1-10 | Reston, VA, United States | 1-10 | Exact match | 4 contacts → |
“At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Unitifiunitifi.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Proulx Family Financial Corpproulxfamilyfinancial.com HQ: Hubbardston, MA, United StatesReported employees: 1-10 | Hubbardston, MA, United States | 1-10 | Exact match | 3 contacts → |
“At Proulx Family Financial, we believe the best financial relationships are built on two pillars: unwavering honesty and a commitment to fair value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finppass Financial Stewardshipfinppass.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 3 contacts → |
“Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 118 company matches
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Behavioral finance advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
118 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 118 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for behavioral finance advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many behavioral finance advisors did RevenueBase find based in the United States?
The saved snapshot records 118 matching company records, 732 tracked contacts and 258 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Behavioral finance advisors by geography
Cite this list
RevenueBase Data Team. Top 25 behavioral finance advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/behavioral-finance-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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