Company lists · Data refreshed November 2026
Top 25 Certified financial planner recruiters worldwide
RevenueBase identified 105 company matches for certified financial planner recruiters worldwide as of November 2026 and tracks 506 professional contacts across them, including 191 with verified work emails. The United States is the largest market and Bandar Seri Begawan the largest hub.
This list covers company matches for certified financial planner recruiters 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 recruiters 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 recruiters worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 14 contacts → | ||||
Exact match “Bringing lead talent and job opportunities together.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “We are pros at finding the right person for your financial position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “DOT Financials BV is gespecialiseerd in het werven van financials.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 9 contacts → | ||||
Exact match “Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk and was joined by Callie Snyman in August 2003.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Pointer Creek Wealth Management is a CFP® only practice, offering advanced planning services and discretionary wealth management accounts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “You won't find many teams with as much experience as Life Well Lived Financial Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “At Winthrop & Co, we specialize in consulting for clients across the Financial Services Industry spectrum, providing comprehensive services to Regional Firms, Wirehouses, RIAs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Our firm specializes in placing students enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “We here at ESP Financial Search have a deep understanding of every platform available to the Financial Consultant, whether it be regional, boutique,wire-house, independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC Virginia and Maryland, bringing their individual experience and training to the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “The Strategic Financial Planning team includes two advisors with Certified Financial Planner (CFP) certifications, Colin Hughes, CFP® and Matthew T.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Seawise Financial is a certified financial planner located in San Diego, CA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Wealth 360, LLC is a fee-only financial planning firm based in Suwanee Georgia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Navigating the job search and hiring process for virtual positions isn't easy, but it doesn't have to slow you down.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We’re a fiduciary, fee-only, independent financial planning and investment management firm.” 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 recruiters”. 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 105 certified financial planner recruiters worldwide
See the full list, filter by size, metro and specialty, and access 191 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Certified financial planner recruiters 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 recruiters are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “certified financial planner recruiters” 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 191 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 recruiters by location
1 lists · largest firstEvery Certified financial planner recruiters 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many certified financial planner recruiters are there worldwide?
RevenueBase identified 105 company matches for certified financial planner recruiters 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?
FMD Financial 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 recruiters?
The United States leads with 56 companies. Every certified financial planner recruiters list by country and city is linked on this page.
Which city has the most certified financial planner recruiters?
Bandar Seri Begawan leads with 2 company records, followed by Colorado Springs (2) and Houston (2).
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 191 professional contacts with verified work emails tracked across these 105 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 105 certified financial planner recruiters 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 recruiters worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 105 matching company records for certified financial planner recruiters worldwide, with 506 tracked contacts and 191 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 recruiters 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 |  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. | |||||
| 2 | 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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Advice2talentadvice2talent.comHQ: Kew, AustraliaReported employees: 51-200 | Kew, Australia | 51-200 | Exact match | 14 contacts → |
“Bringing lead talent and job opportunities together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Visionary Search Partners VSPvisionarysearchpartners.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 13 contacts → |
“We are pros at finding the right person for your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  DOT Financials BVdot-support.comHQ: Hilversum, NetherlandsReported employees: 1-10 | Hilversum, Netherlands | 1-10 | Exact match | 13 contacts → |
“DOT Financials BV is gespecialiseerd in het werven van financials.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  Finfocus Financial Plannersfinfocus.co.zaHQ: Stellenbosch, South AfricaReported employees: 11-50 | Stellenbosch, South Africa | 11-50 | Exact match | 9 contacts → |
“Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk and was joined by Callie Snyman in August 2003.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Pointer Creek Wealth Managementpointercreek.comHQ: Canfield, OH, United StatesReported employees: 1-10 | Canfield, OH, United States | 1-10 | Exact match | 9 contacts → |
“Pointer Creek Wealth Management is a CFP® only practice, offering advanced planning services and discretionary wealth management accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Trustwell Financial Advisorstrustwellfa.comHQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Colorado Springs, CO, United StatesReported employees: 1-10 | Colorado Springs, CO, United States | 1-10 | Exact match | 8 contacts → |
“You won't find many teams with as much experience as Life Well Lived Financial Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Winthrop & COwinthropco.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“At Winthrop & Co, we specialize in consulting for clients across the Financial Services Industry spectrum, providing comprehensive services to Regional Firms, Wirehouses, RIAs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  NEW Planner Recruiting, LLCnewplannerrecruiting.comHQ: Athens, GA, IndiaReported employees: 1-10 | Athens, GA, India | 1-10 | Exact match | 8 contacts → |
“Our firm specializes in placing students enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ESP Financial Searchespfs.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“We here at ESP Financial Search have a deep understanding of every platform available to the Financial Consultant, whether it be regional, boutique,wire-house, independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AOG Wealth Management INCaogwealth.com HQ: Reston, VA, United StatesReported employees: 11-50 | Reston, VA, United States | 11-50 | Exact match | 5 contacts → |
“AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC Virginia and Maryland, bringing their individual experience and training to the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Strategic Financial Planningstrategicfinancialaz.comHQ: Flagstaff, AZ, United StatesReported employees: 1-10 | Flagstaff, AZ, United States | 1-10 | Exact match | 5 contacts → |
“The Strategic Financial Planning team includes two advisors with Certified Financial Planner (CFP) certifications, Colin Hughes, CFP® and Matthew T.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Seawise Financial, INCseawisefinancial.comHQ: Cardiff By The Sea, CA, United StatesReported employees: 1-10 | Cardiff By The Sea, CA, United States | 1-10 | Exact match | 4 contacts → |
“Seawise Financial is a certified financial planner located in San Diego, CA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealth 360, LLCwealth360advisors.comHQ: Buford, GA, United StatesReported employees: 1-10 | Buford, GA, United States | 1-10 | Exact match | 4 contacts → |
“Wealth 360, LLC is a fee-only financial planning firm based in Suwanee Georgia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Simply Paraplannersimplyparaplanner.comHQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 3 contacts → |
“Navigating the job search and hiring process for virtual positions isn't easy, but it doesn't have to slow you down.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Insight Financial Advisorsinsightfa.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Great OAK Wealth Managementgreatoakadvisors.comHQ: Pottstown, PA, United StatesReported employees: 1-10 | Pottstown, PA, United States | 1-10 | Exact match | 3 contacts → |
“We’re a fiduciary, fee-only, independent financial planning and investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 105 company matches
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Certified financial planner recruiters: 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
102 records in the displayed employee bands.
3 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 105 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 recruiters by location
1 lists · largest firstEvery Certified financial planner recruiters 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 recruiters?
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 recruiters did RevenueBase find worldwide?
The saved snapshot records 105 matching company records, 506 tracked contacts and 191 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 recruiters worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/certified-financial-planner-recruiters.
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 recruiters worldwide
RevenueBase records 105 matching company records for certified financial planner recruiters worldwide, with 506 tracked contacts and 191 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 recruiters 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Advice2talentadvice2talent.com HQ: Kew, AustraliaReported employees: 51-200 | Kew, Australia | 51-200 | Exact match | 14 contacts → |
“Bringing lead talent and job opportunities together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Visionary Search Partners VSPvisionarysearchpartners.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 13 contacts → |
“We are pros at finding the right person for your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | DOT Financials BVdot-support.com HQ: Hilversum, NetherlandsReported employees: 1-10 | Hilversum, Netherlands | 1-10 | Exact match | 13 contacts → |
“DOT Financials BV is gespecialiseerd in het werven van financials.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Finfocus Financial Plannersfinfocus.co.za HQ: Stellenbosch, South AfricaReported employees: 11-50 | Stellenbosch, South Africa | 11-50 | Exact match | 9 contacts → |
“Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk and was joined by Callie Snyman in August 2003.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pointer Creek Wealth Managementpointercreek.com HQ: Canfield, OH, United StatesReported employees: 1-10 | Canfield, OH, United States | 1-10 | Exact match | 9 contacts → |
“Pointer Creek Wealth Management is a CFP® only practice, offering advanced planning services and discretionary wealth management accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Trustwell Financial Advisorstrustwellfa.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Colorado Springs, CO, United StatesReported employees: 1-10 | Colorado Springs, CO, United States | 1-10 | Exact match | 8 contacts → |
“You won't find many teams with as much experience as Life Well Lived Financial Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Winthrop & COwinthropco.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“At Winthrop & Co, we specialize in consulting for clients across the Financial Services Industry spectrum, providing comprehensive services to Regional Firms, Wirehouses, RIAs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | NEW Planner Recruiting, LLCnewplannerrecruiting.com HQ: Athens, GA, IndiaReported employees: 1-10 | Athens, GA, India | 1-10 | Exact match | 8 contacts → |
“Our firm specializes in placing students enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ESP Financial Searchespfs.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“We here at ESP Financial Search have a deep understanding of every platform available to the Financial Consultant, whether it be regional, boutique,wire-house, independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AOG Wealth Management INCaogwealth.com HQ: Reston, VA, United StatesReported employees: 11-50 | Reston, VA, United States | 11-50 | Exact match | 5 contacts → |
“AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC Virginia and Maryland, bringing their individual experience and training to the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategic Financial Planningstrategicfinancialaz.com HQ: Flagstaff, AZ, United StatesReported employees: 1-10 | Flagstaff, AZ, United States | 1-10 | Exact match | 5 contacts → |
“The Strategic Financial Planning team includes two advisors with Certified Financial Planner (CFP) certifications, Colin Hughes, CFP® and Matthew T.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Seawise Financial, INCseawisefinancial.com HQ: Cardiff By The Sea, CA, United StatesReported employees: 1-10 | Cardiff By The Sea, CA, United States | 1-10 | Exact match | 4 contacts → |
“Seawise Financial is a certified financial planner located in San Diego, CA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealth 360, LLCwealth360advisors.com HQ: Buford, GA, United StatesReported employees: 1-10 | Buford, GA, United States | 1-10 | Exact match | 4 contacts → |
“Wealth 360, LLC is a fee-only financial planning firm based in Suwanee Georgia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Simply Paraplannersimplyparaplanner.com HQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 3 contacts → |
“Navigating the job search and hiring process for virtual positions isn't easy, but it doesn't have to slow you down.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Insight Financial Advisorsinsightfa.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Great OAK Wealth Managementgreatoakadvisors.com HQ: Pottstown, PA, United StatesReported employees: 1-10 | Pottstown, PA, United States | 1-10 | Exact match | 3 contacts → |
“We’re a fiduciary, fee-only, independent financial planning and investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 105 company matches
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Certified financial planner recruiters: 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
102 records in the displayed employee bands.
3 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 105 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 recruiters by location
1 lists · largest firstEvery Certified financial planner recruiters 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 recruiters?
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 recruiters did RevenueBase find worldwide?
The saved snapshot records 105 matching company records, 506 tracked contacts and 191 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 recruiters worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/certified-financial-planner-recruiters.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗