Company lists · Data refreshed November 2026
Top 25 Fractional cfp services agencies worldwide
RevenueBase identified 3,864 company matches for fractional cfp services agencies worldwide as of November 2026 and tracks 49,237 professional contacts across them, including 16,679 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for fractional cfp services agencies 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 fractional cfp services agencies 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 fractional cfp services agencies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15,646 contacts → | ||||
Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 6,793 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 4,525 contacts → | ||||
Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 333 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 247 contacts → | ||||
Exact match “At FocusCFO, we work with small & midsized businesses that are often frustrated with how their business is performing, overwhelmed by the challenges of growth, and/or concerned…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 180 contacts → | ||||
Exact match “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 172 contacts → | ||||
Exact match “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 122 contacts → | ||||
Exact match “You work hard for your money - and it should work hard for you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 113 contacts → | ||||
Exact match “Legacy FA Pte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 109 contacts → | ||||
Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 108 contacts → | ||||
Exact match “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 102 contacts → | ||||
Exact match “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 100 contacts → | ||||
Exact match “FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 95 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 84 contacts → | ||||
Exact match “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 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 | |||||
| 21 | 75 contacts → | ||||
Exact match “Navigating Your Financial Future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 75 contacts → | ||||
Exact match “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 70 contacts → | ||||
Exact match “We provide holistic financial planning to both individuals and companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 69 contacts → | ||||
Exact match “Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 63 contacts → | ||||
Exact match “We believe that all people should have the benefit of professional financial planning and objective advice.” 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 “fractional cfp services agencies”. 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 3,864 fractional cfp services agencies worldwide
See the full list, filter by size, metro and specialty, and access 16,679 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fractional cfp services agencies 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 fractional cfp services agencies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “fractional cfp services agencies” 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 16,679 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.
Fractional cfp services agencies by location
13 lists · largest firstEvery 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
- Fractional cfp services agencies based in the United States1,886
- Fractional cfp services agencies based in the United Kingdom368
- Fractional cfp services agencies based in Australia228
- Fractional cfp services agencies based in Canada193
- Fractional cfp services agencies based in India156
- Fractional cfp services agencies based in Brazil80
- Fractional cfp services agencies based in South Africa75
- Fractional cfp services agencies based in Ireland35
- Fractional cfp services agencies based in the Netherlands27
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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fractional cfp services agencies are there worldwide?
RevenueBase identified 3,864 company matches for fractional cfp services agencies 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?
Sanlam tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most fractional cfp services agencies?
The United States leads with 1,886 companies, followed by the United Kingdom (368) and Australia (228). 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 51 company records, followed by New York (48) and Houston (36).
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 16,679 professional contacts with verified work emails tracked across these 3,864 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 3,864 fractional cfp services agencies 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 fractional cfp services agencies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,864 matching company records for fractional cfp services agencies worldwide, with 49,237 tracked contacts and 16,679 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 fractional cfp services agencies 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 |  Sanlamsanlam.co.zaHQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Equitable Advisorsequitableadvisors.comHQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Goldman Sachs Aycogs.comHQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,457 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Viridian Financial Groupviridian.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 333 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Focuscfofocuscfo.comHQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 247 contacts → |
“At FocusCFO, we work with small & midsized businesses that are often frustrated with how their business is performing, overwhelmed by the challenges of growth, and/or concerned…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Octopus Moneyoctopusmoney.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Peachtree Planningpeachtreeplanning.comHQ: Atlanta, TN, United StatesReported employees: 51-200 | Atlanta, TN, United States | 51-200 | Exact match | 172 contacts → |
“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Benchmark Financial Planningbenchmarkfp.co.ukHQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 122 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Legacy FA Pte. LTDlegacyfa-asia.comHQ: Bukit Merah, SingaporeReported employees: 51-200 | Bukit Merah, Singapore | 51-200 | Exact match | 113 contacts → |
“Legacy FA Pte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Smartpro Financialsmartprofinancial.comHQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 109 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  JFS Wealth Advisorsjfswa.comHQ: Hermitage, FL, United StatesReported employees: 51-200 | Hermitage, FL, United States | 51-200 | Exact match | 108 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 102 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  FA Advisory SDN BHDfaadvisory.myHQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 100 contacts → |
“FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lifetimelifetime.co.nzHQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 95 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Quilter Cheviotquiltercheviot.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Henssler Financialhenssler.comHQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 84 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cullen Wealthcullenwealth.co.ukHQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  EFS Advisorsefsadvisors.comHQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 75 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CG Financial Servicesmycgfinancial.comHQ: Haslett, NC, United StatesReported employees: 51-200 | Haslett, NC, United States | 51-200 | Exact match | 75 contacts → |
“CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Amber River Shipman Wealthamberriver.comHQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 70 contacts → |
“We provide holistic financial planning to both individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Pareto Financial Planningparetofp.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 69 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Financial Solutions 4 Professionals Fs4pfs4p.co.zaHQ: Lynnwood, United StatesReported employees: 51-200 | Lynnwood, United States | 51-200 | Exact match | 63 contacts → |
“We believe that all people should have the benefit of professional financial planning and objective advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,864 company matches
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Fractional cfp services agencies: 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
3,842 records in the displayed employee bands.
22 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 3,864 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 ↗
Fractional cfp services agencies by location
13 lists · largest firstEvery 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
- Fractional cfp services agencies based in the United States1,886
- Fractional cfp services agencies based in the United Kingdom368
- Fractional cfp services agencies based in Australia228
- Fractional cfp services agencies based in Canada193
- Fractional cfp services agencies based in India156
- Fractional cfp services agencies based in Brazil80
- Fractional cfp services agencies based in South Africa75
- Fractional cfp services agencies based in Ireland35
- Fractional cfp services agencies based in the Netherlands27
Cities
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find worldwide?
The saved snapshot records 3,864 matching company records, 49,237 tracked contacts and 16,679 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/fractional-cfp-services-agencies.
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 fractional cfp services agencies worldwide
RevenueBase records 3,864 matching company records for fractional cfp services agencies worldwide, with 49,237 tracked contacts and 16,679 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 fractional cfp services agencies 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 | Sanlamsanlam.co.za HQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Equitable Advisorsequitableadvisors.com HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Goldman Sachs Aycogs.com HQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,457 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Viridian Financial Groupviridian.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 333 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Focuscfofocuscfo.com HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 247 contacts → |
“At FocusCFO, we work with small & midsized businesses that are often frustrated with how their business is performing, overwhelmed by the challenges of growth, and/or concerned…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Octopus Moneyoctopusmoney.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Peachtree Planningpeachtreeplanning.com HQ: Atlanta, TN, United StatesReported employees: 51-200 | Atlanta, TN, United States | 51-200 | Exact match | 172 contacts → |
“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Benchmark Financial Planningbenchmarkfp.co.uk HQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 122 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Legacy FA Pte. LTDlegacyfa-asia.com HQ: Bukit Merah, SingaporeReported employees: 51-200 | Bukit Merah, Singapore | 51-200 | Exact match | 113 contacts → |
“Legacy FA Pte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 109 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JFS Wealth Advisorsjfswa.com HQ: Hermitage, FL, United StatesReported employees: 51-200 | Hermitage, FL, United States | 51-200 | Exact match | 108 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 102 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FA Advisory SDN BHDfaadvisory.my HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 100 contacts → |
“FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lifetimelifetime.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 95 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Quilter Cheviotquiltercheviot.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Henssler Financialhenssler.com HQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 84 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cullen Wealthcullenwealth.co.uk HQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 75 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CG Financial Servicesmycgfinancial.com HQ: Haslett, NC, United StatesReported employees: 51-200 | Haslett, NC, United States | 51-200 | Exact match | 75 contacts → |
“CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Amber River Shipman Wealthamberriver.com HQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 70 contacts → |
“We provide holistic financial planning to both individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Pareto Financial Planningparetofp.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 69 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Financial Solutions 4 Professionals Fs4pfs4p.co.za HQ: Lynnwood, United StatesReported employees: 51-200 | Lynnwood, United States | 51-200 | Exact match | 63 contacts → |
“We believe that all people should have the benefit of professional financial planning and objective advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Fractional cfp services agencies: 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
3,842 records in the displayed employee bands.
22 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 3,864 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 ↗
Fractional cfp services agencies by location
13 lists · largest firstEvery 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
- Fractional cfp services agencies based in the United States1,886
- Fractional cfp services agencies based in the United Kingdom368
- Fractional cfp services agencies based in Australia228
- Fractional cfp services agencies based in Canada193
- Fractional cfp services agencies based in India156
- Fractional cfp services agencies based in Brazil80
- Fractional cfp services agencies based in South Africa75
- Fractional cfp services agencies based in Ireland35
- Fractional cfp services agencies based in the Netherlands27
Cities
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find worldwide?
The saved snapshot records 3,864 matching company records, 49,237 tracked contacts and 16,679 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
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Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/fractional-cfp-services-agencies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗