Company lists · Data refreshed November 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 Nov 6, 2026 3,153 companies tracked

RevenueBase identified 3,153 company matches for financial planning recruiters worldwide as of November 2026 and tracks 23,282 professional contacts across them, including 6,657 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 November 6, 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 Nov 6, 2026 How this list was built

3,153Companies

23,282Contacts tracked

6,657Verified emails

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The 25 largest financial planning recruiters worldwide

Ranked by team size

Top 25 of 3,153 company matches for financial planning recruiters worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 2026	1,001-5,000	1,457 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 · Nov 6, 2026 · View company records in RevenueBase
2	H.P. Associates, INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	n/a	880 contacts →
	Exact match “H.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Retire On Time	Exact match	Ann Arbor, MI, United StatesHQ recorded Nov 6, 2026	n/a	450 contacts →
	Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Nov 6, 2026	1,001-5,000	412 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Prime Capital Financial	Exact match	Overland Park, NC, United StatesHQ recorded Nov 6, 2026	201-500	363 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 · Nov 6, 2026 · View company records in RevenueBase
6	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Nov 6, 2026	201-500	296 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	257 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 · Nov 6, 2026 · View company records in RevenueBase
8	Forest Hills Financial Group	Exact match	Melville, NY, United StatesHQ recorded Nov 6, 2026	51-200	224 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 · Nov 6, 2026 · View company records in RevenueBase
9	Bonnfinanz Gmbh	Exact match	Bonn, GermanyHQ recorded Nov 6, 2026	501-1,000	193 contacts →
	Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	181 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Sagespring Wealth Partners	Exact match	Franklin, TN, United StatesHQ recorded Nov 6, 2026	51-200	178 contacts →
	Exact match “SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	164 contacts →
	Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Reeves	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Nov 6, 2026	51-200	158 contacts →
	Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	CPI	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	51-200	150 contacts →
	Exact match “Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	ALL About People	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	51-200	131 contacts →
	Exact match “All About People is a professional recruitment and hiring firm that since 2002 has been putting people first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Legacy FA Pte. LTD	Exact match	Bukit Merah, SingaporeHQ recorded Nov 6, 2026	51-200	113 contacts →
	Exact match “Legacy FA Pte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Team Hired	Exact match	Rochester, NY, United StatesHQ recorded Nov 6, 2026	201-500	106 contacts →
	Exact match “A full-service recruitment firm that specializes in assisting professional service businesses with their hiring needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Brainworks	Exact match	New York, United StatesHQ recorded Nov 6, 2026	11-50	99 contacts →
	Exact match “BrainWorks is an executive search firm with over 30 years of experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Amber River True Bearing	Exact match	Chorley, United KingdomHQ recorded Nov 6, 2026	51-200	95 contacts →
	Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	CV Resources	Exact match	Irvine, ID, United StatesHQ recorded Nov 6, 2026	51-200	91 contacts →
	Exact match “CV Resources is a full-service placement firm specialized in the field of Accounting & Finance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Quilter Cheviot	Exact match	London, United KingdomHQ recorded Nov 6, 2026	51-200	87 contacts →
	Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Bryson	Exact match	Long Beach, CA, United StatesHQ recorded Nov 6, 2026	51-200	85 contacts →
	Exact match “Bryson Financial \| Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Cullen Wealth	Exact match	Stockport, United KingdomHQ recorded Nov 6, 2026	51-200	84 contacts →
	Exact match “Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Taylor White	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	83 contacts →
	Exact match “Taylor White is a recruitment firm focused exclusively on placing those in the accounting and finance field.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Greystone Financial Services	Exact match	Scott Drive, United KingdomHQ recorded Nov 6, 2026	51-200	76 contacts →
	Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” 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 “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 3,153 financial planning recruiters worldwide

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Financial planning recruiters worldwide at a glance

As of Nov 6, 2026

28.6%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,468

11-50

538

51-200

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 6,657 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.

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 3,153 company matches for financial planning 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?

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 1,419 companies, followed by the United Kingdom (377) and Australia (142). 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 96 company records, followed by New York (55) and Chicago (30).

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 6,657 professional contacts with verified work emails tracked across these 3,153 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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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.