Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies worldwide

Name: Fractional cfp services agencies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 17,644 companies tracked

RevenueBase identified 17,644 fractional cfp services agencies worldwide as of September 2026 and tracks 160,145 professional contacts across them, including 60,147 with verified work emails. The United States is the largest market and London the largest hub.

This list covers fractional cfp services agencies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026. Country and city lists for fractional cfp services agencies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

17,644Companies

160,145Contacts tracked

60,147Verified emails

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The 25 largest fractional cfp services agencies worldwide

Ranked by team size

Top 25 of 17,644 fractional cfp services agencies worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sanlam	Indirect evidence	Polokwane, United StatesHQ checked Sep 19, 2026	10001+	14,682 contacts →
	Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 19, 2026
2	IG Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	6,589 contacts →
	Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
3	Equitable Advisors	Indirect evidence	United StatesHQ checked Sep 19, 2026	5,001-10,000	4,468 contacts →
	Indirect evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 19, 2026
4	St. James's Place	Indirect evidence	Cirencester, United KingdomHQ checked Sep 19, 2026	1,001-5,000	4,111 contacts →
	Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 19, 2026
5	MLP	Indirect evidence	Wiesloch, GermanyHQ checked Sep 19, 2026	1,001-5,000	2,058 contacts →
	Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 19, 2026
6	Partners Financial Services, A.S	Indirect evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 19, 2026	1,001-5,000	1,775 contacts →
	Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 19, 2026
7	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
8	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
9	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 19, 2026
10	Goldman Sachs Ayco	Indirect evidence	Cohoes, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,452 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
11	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
12	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
13	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 19, 2026
14	TAX & Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 19, 2026	n/a	810 contacts →
	Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 19, 2026
15	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 19, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 19, 2026
16	Fairstone Group LTD	Indirect evidence	Sunderland, United KingdomHQ checked Sep 19, 2026	1,001-5,000	593 contacts →
	Indirect evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 19, 2026
17	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
18	EP Wealth Advisors	Indirect evidence	Torrance, CA, United StatesHQ checked Sep 19, 2026	501-1,000	573 contacts →
	Indirect evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 19, 2026
19	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 19, 2026
20	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
21	Ascot Lloyd	Indirect evidence	Birmingham, United KingdomHQ checked Sep 19, 2026	501-1,000	489 contacts →
	Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 19, 2026
22	Florida Financial Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Indirect evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026
23	Financial Alliance PTE LTD	Indirect evidence	SingaporeHQ checked Sep 19, 2026	201-500	453 contacts →
	Indirect evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	St. James's Place Asia & Middle East	Indirect evidence	SingaporeHQ checked Sep 19, 2026	1,001-5,000	405 contacts →
	Indirect evidence “We specialise in expert, one-to-one advice.” Source: RevenueBase Database · checked Sep 19, 2026
25	Raymond James & Associates, INC	Indirect evidence	Saint Petersburg, FL, United StatesHQ checked Sep 19, 2026	10001+	404 contacts →
	Indirect evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fractional cfp services agencies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fractional cfp services agencies.
Partial evidence: Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fractional cfp services agencies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 17,644 fractional cfp services agencies worldwide

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Fractional cfp services agencies worldwide at a glance

As of Sep 19, 2026

37.6%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

13,857

11-50

3,073

51-200

467

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fractional cfp services agencies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for fractional cfp services agencies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “fractional cfp services agencies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fractional cfp services agencies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fractional cfp services agencies, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 60,147 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fractional cfp services agencies by location

87 lists · largest first

Every Fractional cfp services agencies 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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fractional cfp services agencies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fractional cfp services agencies are there worldwide?

RevenueBase identified 17,644 fractional cfp services agencies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Sanlam, headquartered in Polokwane, tops this list with the largest team on record.

Which country has the most fractional cfp services agencies?

The United States leads with 10,490 companies, followed by the United Kingdom (1,250) and Australia (848). Every fractional cfp services agencies list by country and city is linked on this page.

Which city has the most fractional cfp services agencies?

London leads with 199 headquartered companies, followed by New York (160) and Atlanta (132).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 60,147 verified decision-maker contacts tracked across these 17,644 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 Smart Search, 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.