Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters worldwide

Name: Financial planning recruiters worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 7,188 companies tracked

RevenueBase identified 7,188 company matches for financial planning recruiters worldwide as of September 2026 and tracks 63,887 professional contacts across them, including 17,313 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning 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 September 20, 2026. Country and city lists for financial planning 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

7,188Companies

63,887Contacts tracked

17,313Verified emails

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The 25 largest financial planning recruiters worldwide

Ranked by team size

Top 25 of 7,188 company matches for financial planning recruiters worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,452 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Selby Jennings	Exact match	London, United KingdomHQ recorded Sep 20, 2026	1,001-5,000	897 contacts →
	Exact match “From Investment Banking, Risk Management, Quantitative Trading, and Insurance, to Investment Management, Sales & Trading, Technology, and Wealth Management, Selby Jennings…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	H.P. Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	869 contacts →
	Exact match “H.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Elite Network	Exact match	San Francisco Bay, CA, United StatesHQ recorded Sep 20, 2026	n/a	841 contacts →
	Exact match “Elite Network is a recruiting firm specializing in accounting and finance, with deep roots in the Bay Area and clients across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Financial Alliance PTE LTD	Exact match	SingaporeHQ recorded Sep 20, 2026	201-500	453 contacts →
	Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Cps, INC	Exact match	Westchester, IL, United StatesHQ recorded Sep 20, 2026	51-200	410 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Sep 20, 2026	1,001-5,000	405 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Raymond James & Associates, INC	Exact match	Saint Petersburg, FL, United StatesHQ recorded Sep 20, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Stevendouglas	Exact match	Sunrise, FL, United StatesHQ recorded Sep 20, 2026	201-500	372 contacts →
	Exact match “Since 1983, StevenDouglas has established itself as a recognized leader in providing access to top talent, driven by highly tenured and experienced professionals committed to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Century Group	Exact match	El Segundo, CA, United StatesHQ recorded Sep 20, 2026	51-200	343 contacts →
	Exact match “Century Group is an executive recruiting and professional staffing firm providing top-tier accounting, finance and human resources talent to start-up, mid-market and Fortune 500…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Ascendo Resources	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 20, 2026	201-500	322 contacts →
	Exact match “Ascendo Resources is a certified minority owned award-winning staffing and consulting firm that places quality accounting, financial services, banking, compliance, healthcare…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Atlas Search	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	322 contacts →
	Exact match “Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, front office, middle office, technology, healthcare, clinical research, human resources, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	EDO Finance	Exact match	Praha 11, Czech RepublicHQ recorded Sep 20, 2026	201-500	306 contacts →
	Exact match “Jsme zdravá síla ve světě financí a realit.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Sep 20, 2026	201-500	262 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	FED Finance	Exact match	Paris, FranceHQ recorded Sep 20, 2026	51-200	253 contacts →
	Exact match “Créé en 2001, le cabinet Fed Finance positionne son offre sur le recrutement temporaire et permanent des métiers de la finance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Ledgent	Exact match	Orange, CA, United StatesHQ recorded Sep 20, 2026	201-500	248 contacts →
	Exact match “Ledgent Finance & Accounting, a business line of Roth Staffing Companies, provides temporary, temporary-to-hire, direct hire, and executive search services for finance and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	PER	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	240 contacts →
	Exact match “We are the leading retained search and recruitment specialists for private markets professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Madison-Davis, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	221 contacts →
	Exact match “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Forest Hills Financial Group	Exact match	Melville, NY, United StatesHQ recorded Sep 20, 2026	51-200	213 contacts →
	Exact match “Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Meritmind AB	Exact match	Stockholm, SwedenHQ recorded Sep 20, 2026	201-500	210 contacts →
	Exact match “Meritmind is one of Sweden's leading consulting and recruitment company specializing in finance.” Recorded in the RevenueBase company graph · Sep 20, 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 “financial planning 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 7,188 financial planning recruiters worldwide

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Financial planning recruiters worldwide at a glance

As of Sep 20, 2026

27.1%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

4.3%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

5,345

11-50

1,442

51-200

294

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 financial planning recruiters are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning 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 17,313 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 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.

Financial planning recruiters by location

56 lists · largest first

Every Financial planning recruiters list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “financial planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there worldwide?

RevenueBase identified 7,188 company matches for financial planning recruiters worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Goldman Sachs Ayco tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most financial planning recruiters?

The United States leads with 3,559 companies, followed by the United Kingdom (831) and Canada (311). Every financial planning recruiters list by country and city is linked on this page.

Which city has the most financial planning recruiters?

London leads with 309 company records, followed by New York (181) and Atlanta (63).

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 17,313 professional contacts with verified work emails tracked across these 7,188 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.