Company lists · Data refreshed November 2026
Top 25 Veteran financial planning services worldwide
RevenueBase identified 1,902 company matches for veteran financial planning services worldwide as of November 2026 and tracks 51,832 professional contacts across them, including 18,214 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for veteran financial planning services 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 veteran financial planning services 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 veteran financial planning services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38,753 contacts → | ||||
Exact match “Since the beginning, our mission has been to provide a range of financial services to the military community and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 3,065 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 300 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 297 contacts → | ||||
Exact match “We believe financial planning, when done right, is essential to living well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 159 contacts → | ||||
Exact match “Academy Securities is a preeminent veteran owned and operated investment bank with strength in capital markets, public finance, asset management, fixed income, and equity trading.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 87 contacts → | ||||
Exact match “We help you get the most out of life with your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 70 contacts → | ||||
Exact match “AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 66 contacts → | ||||
Exact match “Hum Fauji Initiatives (HFI) is a trusted Financial Advisory & Wealth Planning platform dedicated exclusively to serving and retired Armed Forces personnel and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 58 contacts → | ||||
Exact match “We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 42 contacts → | ||||
Exact match “At Veterans Financial Inc, our mission is to enable seniors whether they are just starting their retirement or those who are now facing the health challenges of growing older, to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 37 contacts → | ||||
Exact match “In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 37 contacts → | ||||
Exact match “Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 36 contacts → | ||||
Exact match “Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 35 contacts → | ||||
Exact match “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 35 contacts → | ||||
Exact match “Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 32 contacts → | ||||
Exact match “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 31 contacts → | ||||
Exact match “U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 28 contacts → | ||||
Exact match “Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 27 contacts → | ||||
Exact match “Money doesn't have to be stressful.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 27 contacts → | ||||
Exact match “Boutique financial services firm that specializes in comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 27 contacts → | ||||
Exact match “BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” 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 “veteran financial planning services”. 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 1,902 veteran financial planning services worldwide
See the full list, filter by size, metro and specialty, and access 18,214 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Veteran financial planning services 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 veteran financial planning services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “veteran financial planning services” 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 18,214 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.
Veteran financial planning services by location
5 lists · largest firstEvery Veteran financial planning services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “veteran financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many veteran financial planning services are there worldwide?
RevenueBase identified 1,902 company matches for veteran financial planning services 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?
USAA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most veteran financial planning services?
The United States leads with 1,070 companies, followed by the United Kingdom (134) and Australia (110). Every veteran financial planning services list by country and city is linked on this page.
Which city has the most veteran financial planning services?
London leads with 16 company records, followed by Mumbai (16) and Dallas (13).
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 18,214 professional contacts with verified work emails tracked across these 1,902 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 1,902 veteran financial planning services 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 veteran financial planning services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,902 matching company records for veteran financial planning services worldwide, with 51,832 tracked contacts and 18,214 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 veteran financial planning services 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 |  USAAusaajobs.comHQ: San Antonio, VA, United StatesReported employees: 10001+ | San Antonio, VA, United States | 10001+ | Exact match | 38,753 contacts → |
“Since the beginning, our mission has been to provide a range of financial services to the military community and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  First Command Financial Services, INCfirstcommand.comHQ: Fort Worth, NM, United StatesReported employees: Not recorded | Fort Worth, NM, United States | Not recorded | Exact match | 3,065 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 300 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  FACETfacet.comHQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Academy Securitiesacademysecurities.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 159 contacts → |
“Academy Securities is a preeminent veteran owned and operated investment bank with strength in capital markets, public finance, asset management, fixed income, and equity trading.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  Root Financialrootfinancial.comHQ: Encinitas, CA, United StatesReported employees: 51-200 | Encinitas, CA, United States | 51-200 | Exact match | 87 contacts → |
“We help you get the most out of life with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ausun Financeausunfinance.com.auHQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 70 contacts → |
“AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  HUM Fauji Initiativeshumfauji.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 66 contacts → |
“Hum Fauji Initiatives (HFI) is a trusted Financial Advisory & Wealth Planning platform dedicated exclusively to serving and retired Armed Forces personnel and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  Common Sense Financialmycommonsensefinancial.comHQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 58 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Veterans Financial, INCveteransfinancial.comHQ: Radnor, PA, United StatesReported employees: 11-50 | Radnor, PA, United States | 11-50 | Exact match | 42 contacts → |
“At Veterans Financial Inc, our mission is to enable seniors whether they are just starting their retirement or those who are now facing the health challenges of growing older, to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Africa Direct Groupafricadirectgroup.co.zaHQ: Observatory, South AfricaReported employees: 51-200 | Observatory, South Africa | 51-200 | Exact match | 37 contacts → |
“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Affiance Financialaffiancefinancial.comHQ: St. Louis Park, MN, United StatesReported employees: 11-50 | St. Louis Park, MN, United States | 11-50 | Exact match | 37 contacts → |
“Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Geometric Wealth Advisorsgeometricadvisors.comHQ: Washington, IL, United StatesReported employees: 11-50 | Washington, IL, United States | 11-50 | Exact match | 36 contacts → |
“Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Smith Anglin Financialsmithanglin.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 35 contacts → |
“We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Legacy Planning, A HUB International Companylegacy-online.comHQ: Horsham, PA, United StatesReported employees: 11-50 | Horsham, PA, United States | 11-50 | Exact match | 35 contacts → |
“Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  CA Financial Services Groupcafsg.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  US Financial Services, LLCusfsc.comHQ: Fairfield, NJ, United StatesReported employees: 11-50 | Fairfield, NJ, United States | 11-50 | Exact match | 31 contacts → |
“U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealth Management Associateswealth-mgt.netHQ: Pleasanton, CA, United StatesReported employees: 11-50 | Pleasanton, CA, United States | 11-50 | Exact match | 28 contacts → |
“Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Triune Financial Partnerstriunefp.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 27 contacts → |
“Money doesn't have to be stressful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lighthouse Financiallhfinancial.netHQ: Rogers, AR, United StatesReported employees: 11-50 | Rogers, AR, United States | 11-50 | Exact match | 27 contacts → |
“Boutique financial services firm that specializes in comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  BPG Wealth Managementbpgnetwork.comHQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 27 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,902 company matches
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Veteran financial planning services: 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
1,878 records in the displayed employee bands.
24 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 1,902 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 ↗
Veteran financial planning services by location
5 lists · largest firstEvery Veteran financial planning services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for veteran financial planning services?
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 veteran financial planning services did RevenueBase find worldwide?
The saved snapshot records 1,902 matching company records, 51,832 tracked contacts and 18,214 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 veteran financial planning services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/veteran-financial-planning-services.
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 veteran financial planning services worldwide
RevenueBase records 1,902 matching company records for veteran financial planning services worldwide, with 51,832 tracked contacts and 18,214 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 veteran financial planning services 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 | USAAusaajobs.com HQ: San Antonio, VA, United StatesReported employees: 10001+ | San Antonio, VA, United States | 10001+ | Exact match | 38,753 contacts → |
“Since the beginning, our mission has been to provide a range of financial services to the military community and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | First Command Financial Services, INCfirstcommand.com HQ: Fort Worth, NM, United StatesReported employees: Not recorded | Fort Worth, NM, United States | Not recorded | Exact match | 3,065 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 300 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | FACETfacet.com HQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Academy Securitiesacademysecurities.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 159 contacts → |
“Academy Securities is a preeminent veteran owned and operated investment bank with strength in capital markets, public finance, asset management, fixed income, and equity trading.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | Root Financialrootfinancial.com HQ: Encinitas, CA, United StatesReported employees: 51-200 | Encinitas, CA, United States | 51-200 | Exact match | 87 contacts → |
“We help you get the most out of life with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ausun Financeausunfinance.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 70 contacts → |
“AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HUM Fauji Initiativeshumfauji.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 66 contacts → |
“Hum Fauji Initiatives (HFI) is a trusted Financial Advisory & Wealth Planning platform dedicated exclusively to serving and retired Armed Forces personnel and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 58 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Veterans Financial, INCveteransfinancial.com HQ: Radnor, PA, United StatesReported employees: 11-50 | Radnor, PA, United States | 11-50 | Exact match | 42 contacts → |
“At Veterans Financial Inc, our mission is to enable seniors whether they are just starting their retirement or those who are now facing the health challenges of growing older, to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Africa Direct Groupafricadirectgroup.co.za HQ: Observatory, South AfricaReported employees: 51-200 | Observatory, South Africa | 51-200 | Exact match | 37 contacts → |
“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Affiance Financialaffiancefinancial.com HQ: St. Louis Park, MN, United StatesReported employees: 11-50 | St. Louis Park, MN, United States | 11-50 | Exact match | 37 contacts → |
“Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Geometric Wealth Advisorsgeometricadvisors.com HQ: Washington, IL, United StatesReported employees: 11-50 | Washington, IL, United States | 11-50 | Exact match | 36 contacts → |
“Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Smith Anglin Financialsmithanglin.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 35 contacts → |
“We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legacy Planning, A HUB International Companylegacy-online.com HQ: Horsham, PA, United StatesReported employees: 11-50 | Horsham, PA, United States | 11-50 | Exact match | 35 contacts → |
“Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | CA Financial Services Groupcafsg.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | US Financial Services, LLCusfsc.com HQ: Fairfield, NJ, United StatesReported employees: 11-50 | Fairfield, NJ, United States | 11-50 | Exact match | 31 contacts → |
“U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealth Management Associateswealth-mgt.net HQ: Pleasanton, CA, United StatesReported employees: 11-50 | Pleasanton, CA, United States | 11-50 | Exact match | 28 contacts → |
“Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Triune Financial Partnerstriunefp.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 27 contacts → |
“Money doesn't have to be stressful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lighthouse Financiallhfinancial.net HQ: Rogers, AR, United StatesReported employees: 11-50 | Rogers, AR, United States | 11-50 | Exact match | 27 contacts → |
“Boutique financial services firm that specializes in comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BPG Wealth Managementbpgnetwork.com HQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 27 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Veteran financial planning services: 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
1,878 records in the displayed employee bands.
24 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 1,902 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 ↗
Veteran financial planning services by location
5 lists · largest firstEvery Veteran financial planning services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for veteran financial planning services?
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 veteran financial planning services did RevenueBase find worldwide?
The saved snapshot records 1,902 matching company records, 51,832 tracked contacts and 18,214 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 veteran financial planning services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/veteran-financial-planning-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗