Company lists · Data refreshed November 2026
Top 25 Certified financial planner networks worldwide
RevenueBase identified 297 company matches for certified financial planner networks worldwide as of November 2026 and tracks 5,952 professional contacts across them, including 1,696 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for certified financial planner networks worldwide, 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. Country and city lists for certified financial planner networks follow the table.
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 certified financial planner networks worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,098 contacts → | ||||
Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 731 contacts → | ||||
Exact match “Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 250 contacts → | ||||
Exact match “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 144 contacts → | ||||
Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners and advisers, and a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 70 contacts → | ||||
Exact match “Vision Independent Financial Planning Ltd is a leading network of independent financial advisers specialising in high net worth clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “EFPA Italia è affiliata della European Financial Planning Association™ (EFPA), Associazione senza fine di lucro (AISBL), con sede a Bruxelles, che costituisce a livello europeo il…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 52 contacts → | ||||
Exact match “FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 42 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “Beroepsvereniging en keurmerk financieel planners De Federatie Financieel Planners (FFP) is de beroepsvereniging van financieel planners en telt ruim 3.600 leden.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 32 contacts → | ||||
Exact match “rockwealth are a group of award winning, Independent Financial Planners, with Chartered and Certified Financial Planners based in offices across the UK; Cheltenham, Norwich…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER®.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “CGPC, association à but non lucratif, délivre à des conseillers en gestion de patrimoine expérimentés la certification globale CFP® - CERTIFIED FINANCIAL PLANNER - considérée par…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Our Network of Financial Professionals work closely with you to understand your unique situation and goals and help you build your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “La missione di FPSB Italia è sostenere e migliorare gli standard di pianificazione finanziaria italiani a beneficio dei risparmiatori e introdurre in Italia la certificazione CFP…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “As Independent Chartered Financial Planners, we are dedicated to providing highly qualified, reputable advice that truly makes a difference in our clients' lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Professional Planners who value your Financial Independence.” 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 “certified financial planner networks”. 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 297 certified financial planner networks worldwide
See the full list, filter by size, metro and specialty, and access 1,696 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Certified financial planner networks worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for certified financial planner networks are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “certified financial planner networks” 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. 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 1,696 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.
Certified financial planner networks by location
1 lists · largest firstEvery Certified financial planner networks list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “certified financial planner networks”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many certified financial planner networks are there worldwide?
RevenueBase identified 297 company matches for certified financial planner networks worldwide 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?
Cetera Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most certified financial planner networks?
The United States leads with 145 companies. Every certified financial planner networks list by country and city is linked on this page.
Which city has the most certified financial planner networks?
London leads with 5 company records, followed by New York (5) and Atlanta (4).
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 1,696 professional contacts with verified work emails tracked across these 297 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.
Ready to reach these companies? Verified emails and direct dials for all 297 certified financial planner networks worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 certified financial planner networks worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 297 matching company records for certified financial planner networks worldwide, with 5,952 tracked contacts and 1,696 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 certified financial planner networks worldwide
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 |  Cetera Financial Groupcetera.comHQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lincoln Financial Networkosaic.comHQ: Philadelphia, NC, United StatesReported employees: 1,001-5,000 | Philadelphia, NC, United States | 1,001-5,000 | Exact match | 731 contacts → |
“Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Consultinvest Investimenti SIM SPAconsultinvest.itHQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 250 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  The Financial Planning Institute SAfpi.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 77 contacts → |
“The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners and advisers, and a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vision Independent Financial Planning LTDvisionifp.co.ukHQ: Falmouth, United KingdomReported employees: 11-50 | Falmouth, United Kingdom | 11-50 | Exact match | 70 contacts → |
“Vision Independent Financial Planning Ltd is a leading network of independent financial advisers specialising in high net worth clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Efpa Italiaefpa-italia.itHQ: Milan, ItalyReported employees: Not recorded | Milan, Italy | Not recorded | Exact match | 59 contacts → |
“EFPA Italia è affiliata della European Financial Planning Association™ (EFPA), Associazione senza fine di lucro (AISBL), con sede a Bruxelles, che costituisce a livello europeo il…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 52 contacts → |
“FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: MalaysiaReported employees: 201-500 | Malaysia | 201-500 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Lifespan Financial Planninglifespanfp.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Almere, NetherlandsReported employees: 11-50 | Almere, Netherlands | 11-50 | Exact match | 34 contacts → |
“Beroepsvereniging en keurmerk financieel planners De Federatie Financieel Planners (FFP) is de beroepsvereniging van financieel planners en telt ruim 3.600 leden.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rockwealthrock-wealth.co.ukHQ: Cheltenham, United KingdomReported employees: 11-50 | Cheltenham, United Kingdom | 11-50 | Exact match | 32 contacts → |
“rockwealth are a group of award winning, Independent Financial Planners, with Chartered and Certified Financial Planners based in offices across the UK; Cheltenham, Norwich…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Money Coaches Canada INCmoneycoachescanada.caHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 21 contacts → |
“We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Core Financial Resourcescorefr.comHQ: Anderson, SC, United StatesReported employees: 11-50 | Anderson, SC, United States | 11-50 | Exact match | 18 contacts → |
“A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Sedulo Wealthsedulowealth.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 14 contacts → |
“CGPC, association à but non lucratif, délivre à des conseillers en gestion de patrimoine expérimentés la certification globale CFP® - CERTIFIED FINANCIAL PLANNER - considérée par…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The SUMthesumplanning.comHQ: The Woodlands, TX, United StatesReported employees: 1-10 | The Woodlands, TX, United States | 1-10 | Exact match | 12 contacts → |
“The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Momentum Planningmomentumplanning.com.auHQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 contacts → |
“Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cornerstone Wealth Advisorsreturnonlife.usHQ: Trinity, FL, United StatesReported employees: 1-10 | Trinity, FL, United States | 1-10 | Exact match | 11 contacts → |
“Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Twin Financialtwinfinancial.comHQ: Kansas City, MO, United StatesReported employees: 1-10 | Kansas City, MO, United States | 1-10 | Exact match | 11 contacts → |
“Our Network of Financial Professionals work closely with you to understand your unique situation and goals and help you build your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fpsb Italiafpsb.itHQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 11 contacts → |
“La missione di FPSB Italia è sostenere e migliorare gli standard di pianificazione finanziaria italiani a beneficio dei risparmiatori e introdurre in Italia la certificazione CFP…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Evolve Wealth Chartered Financial Plannersevolvewealth.co.ukHQ: Grimsby, United KingdomReported employees: 1-10 | Grimsby, United Kingdom | 1-10 | Exact match | 10 contacts → |
“As Independent Chartered Financial Planners, we are dedicated to providing highly qualified, reputable advice that truly makes a difference in our clients' lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kusske Financial, INCkusskefinancial.comHQ: Burnsville, MN, United StatesReported employees: 1-10 | Burnsville, MN, United States | 1-10 | Exact match | 10 contacts → |
“Professional Planners who value your Financial Independence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 297 company matches
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Certified financial planner networks: 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
291 records in the displayed employee bands.
6 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 297 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 ↗
Certified financial planner networks by location
1 lists · largest firstEvery Certified financial planner networks list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for certified financial planner networks?
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 certified financial planner networks did RevenueBase find worldwide?
The saved snapshot records 297 matching company records, 5,952 tracked contacts and 1,696 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
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Cite this list
RevenueBase Data Team. Top 25 certified financial planner networks worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/certified-financial-planner-networks.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 certified financial planner networks worldwide
RevenueBase records 297 matching company records for certified financial planner networks worldwide, with 5,952 tracked contacts and 1,696 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 certified financial planner networks worldwide
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 | Cetera Financial Groupcetera.com HQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lincoln Financial Networkosaic.com HQ: Philadelphia, NC, United StatesReported employees: 1,001-5,000 | Philadelphia, NC, United States | 1,001-5,000 | Exact match | 731 contacts → |
“Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Consultinvest Investimenti SIM SPAconsultinvest.it HQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 250 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | The Financial Planning Institute SAfpi.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 77 contacts → |
“The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners and advisers, and a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vision Independent Financial Planning LTDvisionifp.co.uk HQ: Falmouth, United KingdomReported employees: 11-50 | Falmouth, United Kingdom | 11-50 | Exact match | 70 contacts → |
“Vision Independent Financial Planning Ltd is a leading network of independent financial advisers specialising in high net worth clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Efpa Italiaefpa-italia.it HQ: Milan, ItalyReported employees: Not recorded | Milan, Italy | Not recorded | Exact match | 59 contacts → |
“EFPA Italia è affiliata della European Financial Planning Association™ (EFPA), Associazione senza fine di lucro (AISBL), con sede a Bruxelles, che costituisce a livello europeo il…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 52 contacts → |
“FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: MalaysiaReported employees: 201-500 | Malaysia | 201-500 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Lifespan Financial Planninglifespanfp.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Almere, NetherlandsReported employees: 11-50 | Almere, Netherlands | 11-50 | Exact match | 34 contacts → |
“Beroepsvereniging en keurmerk financieel planners De Federatie Financieel Planners (FFP) is de beroepsvereniging van financieel planners en telt ruim 3.600 leden.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rockwealthrock-wealth.co.uk HQ: Cheltenham, United KingdomReported employees: 11-50 | Cheltenham, United Kingdom | 11-50 | Exact match | 32 contacts → |
“rockwealth are a group of award winning, Independent Financial Planners, with Chartered and Certified Financial Planners based in offices across the UK; Cheltenham, Norwich…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Money Coaches Canada INCmoneycoachescanada.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 21 contacts → |
“We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Core Financial Resourcescorefr.com HQ: Anderson, SC, United StatesReported employees: 11-50 | Anderson, SC, United States | 11-50 | Exact match | 18 contacts → |
“A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sedulo Wealthsedulowealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Paris, FranceReported employees: 1-10 | Paris, France | 1-10 | Exact match | 14 contacts → |
“CGPC, association à but non lucratif, délivre à des conseillers en gestion de patrimoine expérimentés la certification globale CFP® - CERTIFIED FINANCIAL PLANNER - considérée par…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The SUMthesumplanning.com HQ: The Woodlands, TX, United StatesReported employees: 1-10 | The Woodlands, TX, United States | 1-10 | Exact match | 12 contacts → |
“The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Momentum Planningmomentumplanning.com.au HQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 contacts → |
“Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cornerstone Wealth Advisorsreturnonlife.us HQ: Trinity, FL, United StatesReported employees: 1-10 | Trinity, FL, United States | 1-10 | Exact match | 11 contacts → |
“Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Twin Financialtwinfinancial.com HQ: Kansas City, MO, United StatesReported employees: 1-10 | Kansas City, MO, United States | 1-10 | Exact match | 11 contacts → |
“Our Network of Financial Professionals work closely with you to understand your unique situation and goals and help you build your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fpsb Italiafpsb.it HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 11 contacts → |
“La missione di FPSB Italia è sostenere e migliorare gli standard di pianificazione finanziaria italiani a beneficio dei risparmiatori e introdurre in Italia la certificazione CFP…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Evolve Wealth Chartered Financial Plannersevolvewealth.co.uk HQ: Grimsby, United KingdomReported employees: 1-10 | Grimsby, United Kingdom | 1-10 | Exact match | 10 contacts → |
“As Independent Chartered Financial Planners, we are dedicated to providing highly qualified, reputable advice that truly makes a difference in our clients' lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kusske Financial, INCkusskefinancial.com HQ: Burnsville, MN, United StatesReported employees: 1-10 | Burnsville, MN, United States | 1-10 | Exact match | 10 contacts → |
“Professional Planners who value your Financial Independence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 297 company matches
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Certified financial planner networks: 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
291 records in the displayed employee bands.
6 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 297 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 ↗
Certified financial planner networks by location
1 lists · largest firstEvery Certified financial planner networks list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for certified financial planner networks?
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 certified financial planner networks did RevenueBase find worldwide?
The saved snapshot records 297 matching company records, 5,952 tracked contacts and 1,696 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.
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Cite this list
RevenueBase Data Team. Top 25 certified financial planner networks worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/certified-financial-planner-networks.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗