Company lists · Data refreshed November 2026
Top 25 Capital planning advisors based in the United States
RevenueBase identified 848 company matches for capital planning advisors associated with the United States as of November 2026 and tracks 7,666 professional contacts across them, including 2,548 with verified work emails. New York is the largest hub.
This list covers company matches for capital planning advisors associated with the United States, 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.
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 capital planning advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,928 contacts → | ||||
Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 832 contacts → | ||||
Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 539 contacts → | ||||
Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 322 contacts → | ||||
Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 193 contacts → | ||||
Exact match “Maximizing Value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 144 contacts → | ||||
Exact match “DevTech Systems, Inc.(DevTech) is an international consulting firm that delivers data-driven intelligence that de-risks investment, strengthens public finance, and supports…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 76 contacts → | ||||
Exact match “We are a business advisory and consulting company focused on delivering iMPACTful solutions and innovation to public and private sector clients that empower them to achieve…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 75 contacts → | ||||
Exact match “BERK is an interdisciplinary consultancy integrating strategy, planning, and policy development; financial and economic analysis; and facilitation, design, and communications.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 61 contacts → | ||||
Exact match “Delta Development Group provides specialized consulting services to public- and private-sector clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 57 contacts → | ||||
Exact match “ProCFO Partners exists for exactly this moment – to help you navigate your business challenges with clear counsel and actionable, practical, proven insights.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 57 contacts → | ||||
Exact match “Founded in 1991, DPFG is a transaction oriented real estate consulting firm with a focus on a public finance and the fiscal, economic, and financial impacts of development.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 50 contacts → | ||||
Exact match “GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 49 contacts → | ||||
Exact match “SB Friedman Development Advisors (SB Friedman) provides analytical, strategic and financial consulting services in support of complex, high-impact development projects.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 48 contacts → | ||||
Exact match “At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 47 contacts → | ||||
Exact match “At Matrix Consulting Group, we are dedicated to providing high-quality, detailed analysis for local governments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 47 contacts → | ||||
Exact match “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 46 contacts → | ||||
Exact match “At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “HUNTLER is MBE certified management consulting and advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 40 contacts → | ||||
Exact match “Think of us as your co-pilots, guiding you through the complexities of business with a clear flight plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 36 contacts → | ||||
Exact match “We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 35 contacts → | ||||
Exact match “GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “We are now Acclarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 34 contacts → | ||||
Exact match “GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 32 contacts → | ||||
Exact match “Infinite-Sum Modeling Inc.(ISM) is a leading economic firm providing advice to a wide range of clients including government and non-governmental organizations, and companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 31 contacts → | ||||
Exact match “Willdan provides tailored financial, economic, and strategic planning advisory services for our clients to address a broad range of planning and management objectives.” 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 “capital planning advisors”. 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 848 capital planning advisors based in the United States
See the full list, filter by size, metro and specialty, and access 2,548 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Capital planning advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 848 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “capital planning advisors” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 2,548 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.
Capital planning advisors by metro
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 “capital planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many capital planning advisors are there based in the United States?
RevenueBase identified 848 company matches for capital planning advisors associated with the United States 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?
Nassau Street Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most capital planning advisors?
New York leads with 63 company records, followed by Houston (29) and Chicago (23).
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 2,548 professional contacts with verified work emails tracked across these 848 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 848 capital planning advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Capital planning advisors by geography
- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States
- Capital planning advisors based in New York, United States
- Capital planning advisors based in Argentina
- Capital planning advisors based in Australia
- Capital planning advisors based in Brazil
- Capital planning advisors based in Canada
- Capital planning advisors based in Chile
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States
Company intelligence · public preview
Top 25 capital planning advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 848 matching company records for capital planning advisors based in the United States, with 7,666 tracked contacts and 2,548 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 capital planning advisors based in the United States
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 |  Nassau Street Partnersnassaustreetpartners.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,928 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hilltop Securities INChilltopsecurities.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 832 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  PFMpfm.comHQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 539 contacts → |
“At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  LCG Advisorslcgadvisors.comHQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Devtech Systems, INCdevtechsys.comHQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 144 contacts → |
“DevTech Systems, Inc.(DevTech) is an international consulting firm that delivers data-driven intelligence that de-risks investment, strengthens public finance, and supports…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mpact Strategic Consulting LLCmpact-consulting.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 76 contacts → |
“We are a business advisory and consulting company focused on delivering iMPACTful solutions and innovation to public and private sector clients that empower them to achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Berk Consulting, INCberkconsulting.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 75 contacts → |
“BERK is an interdisciplinary consultancy integrating strategy, planning, and policy development; financial and economic analysis; and facilitation, design, and communications.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Delta Development Group, INCdeltaone.comHQ: Camp Hill, PA, United StatesReported employees: 11-50 | Camp Hill, PA, United States | 11-50 | Exact match | 61 contacts → |
“Delta Development Group provides specialized consulting services to public- and private-sector clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Procfo Partnersprocfopartners.comHQ: New York, IL, United StatesReported employees: 51-200 | New York, IL, United States | 51-200 | Exact match | 57 contacts → |
“ProCFO Partners exists for exactly this moment – to help you navigate your business challenges with clear counsel and actionable, practical, proven insights.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  DPFGdpfg.comHQ: Aliso Viejo, FL, United StatesReported employees: 51-200 | Aliso Viejo, FL, United States | 51-200 | Exact match | 57 contacts → |
“Founded in 1991, DPFG is a transaction oriented real estate consulting firm with a focus on a public finance and the fiscal, economic, and financial impacts of development.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Greensledgegreensledge.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SB Friedman Development Advisorssbfriedman.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 49 contacts → |
“SB Friedman Development Advisors (SB Friedman) provides analytical, strategic and financial consulting services in support of complex, high-impact development projects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mcqueen Financial Advisorsm-f-a.comHQ: Clawson, MI, United StatesReported employees: 51-200 | Clawson, MI, United States | 51-200 | Exact match | 48 contacts → |
“At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Matrix Consulting Groupmatrixcg.netHQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 47 contacts → |
“At Matrix Consulting Group, we are dedicated to providing high-quality, detailed analysis for local governments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SME Cpassmecpa.comHQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  First Tryon Advisorsfirsttryon.comHQ: Charlotte, MD, United StatesReported employees: 11-50 | Charlotte, MD, United States | 11-50 | Exact match | 46 contacts → |
“At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Huntler Managementhuntlermanagement.comHQ: New York, NJ, United StatesReported employees: 51-200 | New York, NJ, United States | 51-200 | Exact match | 40 contacts → |
“HUNTLER is MBE certified management consulting and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Growth CFO LLCgrowthcfobusinessbuilding.comHQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 40 contacts → |
“Think of us as your co-pilots, guiding you through the complexities of business with a clear flight plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  C. Myers Corporationcmyers.comHQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 36 contacts → |
“We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Gleasongleasonexperts.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 35 contacts → |
“GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CFO Strategic Partnersacclaritygroup.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 35 contacts → |
“We are now Acclarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Getmeresearchgetmeresearch.comHQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 34 contacts → |
“GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Infinite SUM Modelling Infisum OR ISMinfisum.com HQ: Sammamish, WA, United StatesReported employees: 11-50 | Sammamish, WA, United States | 11-50 | Exact match | 32 contacts → |
“Infinite-Sum Modeling Inc.(ISM) is a leading economic firm providing advice to a wide range of clients including government and non-governmental organizations, and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Willdan Financial Serviceswilldan.comHQ: Plano, FL, United StatesReported employees: 51-200 | Plano, FL, United States | 51-200 | Exact match | 31 contacts → |
“Willdan provides tailored financial, economic, and strategic planning advisory services for our clients to address a broad range of planning and management objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 848 company matches
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Capital planning advisors: 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
847 records in the displayed employee bands.
1 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 848 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 ↗
Capital planning advisors by metro
Questions about this company list
What does Exact match mean for capital planning advisors?
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 capital planning advisors did RevenueBase find based in the United States?
The saved snapshot records 848 matching company records, 7,666 tracked contacts and 2,548 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
Capital planning advisors by geography
- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States
- Capital planning advisors based in New York, United States
- Capital planning advisors based in Argentina
- Capital planning advisors based in Australia
- Capital planning advisors based in Brazil
- Capital planning advisors based in Canada
- Capital planning advisors based in Chile
Cite this list
RevenueBase Data Team. Top 25 capital planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/capital-planning-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States
Company intelligence · public preview
Top 25 capital planning advisors based in the United States
RevenueBase records 848 matching company records for capital planning advisors based in the United States, with 7,666 tracked contacts and 2,548 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 capital planning advisors based in the United States
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 | Nassau Street Partnersnassaustreetpartners.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,928 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hilltop Securities INChilltopsecurities.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 832 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | PFMpfm.com HQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 539 contacts → |
“At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | LCG Advisorslcgadvisors.com HQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Devtech Systems, INCdevtechsys.com HQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 144 contacts → |
“DevTech Systems, Inc.(DevTech) is an international consulting firm that delivers data-driven intelligence that de-risks investment, strengthens public finance, and supports…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mpact Strategic Consulting LLCmpact-consulting.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 76 contacts → |
“We are a business advisory and consulting company focused on delivering iMPACTful solutions and innovation to public and private sector clients that empower them to achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Berk Consulting, INCberkconsulting.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 75 contacts → |
“BERK is an interdisciplinary consultancy integrating strategy, planning, and policy development; financial and economic analysis; and facilitation, design, and communications.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Delta Development Group, INCdeltaone.com HQ: Camp Hill, PA, United StatesReported employees: 11-50 | Camp Hill, PA, United States | 11-50 | Exact match | 61 contacts → |
“Delta Development Group provides specialized consulting services to public- and private-sector clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Procfo Partnersprocfopartners.com HQ: New York, IL, United StatesReported employees: 51-200 | New York, IL, United States | 51-200 | Exact match | 57 contacts → |
“ProCFO Partners exists for exactly this moment – to help you navigate your business challenges with clear counsel and actionable, practical, proven insights.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | DPFGdpfg.com HQ: Aliso Viejo, FL, United StatesReported employees: 51-200 | Aliso Viejo, FL, United States | 51-200 | Exact match | 57 contacts → |
“Founded in 1991, DPFG is a transaction oriented real estate consulting firm with a focus on a public finance and the fiscal, economic, and financial impacts of development.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Greensledgegreensledge.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SB Friedman Development Advisorssbfriedman.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 49 contacts → |
“SB Friedman Development Advisors (SB Friedman) provides analytical, strategic and financial consulting services in support of complex, high-impact development projects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mcqueen Financial Advisorsm-f-a.com HQ: Clawson, MI, United StatesReported employees: 51-200 | Clawson, MI, United States | 51-200 | Exact match | 48 contacts → |
“At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Matrix Consulting Groupmatrixcg.net HQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 47 contacts → |
“At Matrix Consulting Group, we are dedicated to providing high-quality, detailed analysis for local governments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SME Cpassmecpa.com HQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Tryon Advisorsfirsttryon.com HQ: Charlotte, MD, United StatesReported employees: 11-50 | Charlotte, MD, United States | 11-50 | Exact match | 46 contacts → |
“At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Huntler Managementhuntlermanagement.com HQ: New York, NJ, United StatesReported employees: 51-200 | New York, NJ, United States | 51-200 | Exact match | 40 contacts → |
“HUNTLER is MBE certified management consulting and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Growth CFO LLCgrowthcfobusinessbuilding.com HQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 40 contacts → |
“Think of us as your co-pilots, guiding you through the complexities of business with a clear flight plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | C. Myers Corporationcmyers.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 36 contacts → |
“We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gleasongleasonexperts.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 35 contacts → |
“GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CFO Strategic Partnersacclaritygroup.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 35 contacts → |
“We are now Acclarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Getmeresearchgetmeresearch.com HQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 34 contacts → |
“GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Infinite SUM Modelling Infisum OR ISMinfisum.com HQ: Sammamish, WA, United StatesReported employees: 11-50 | Sammamish, WA, United States | 11-50 | Exact match | 32 contacts → |
“Infinite-Sum Modeling Inc.(ISM) is a leading economic firm providing advice to a wide range of clients including government and non-governmental organizations, and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Willdan Financial Serviceswilldan.com HQ: Plano, FL, United StatesReported employees: 51-200 | Plano, FL, United States | 51-200 | Exact match | 31 contacts → |
“Willdan provides tailored financial, economic, and strategic planning advisory services for our clients to address a broad range of planning and management objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 848 company matches
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Capital planning advisors: 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
847 records in the displayed employee bands.
1 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 848 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 ↗
Capital planning advisors by metro
Questions about this company list
What does Exact match mean for capital planning advisors?
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 capital planning advisors did RevenueBase find based in the United States?
The saved snapshot records 848 matching company records, 7,666 tracked contacts and 2,548 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
Capital planning advisors by geography
- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States
- Capital planning advisors based in New York, United States
- Capital planning advisors based in Argentina
- Capital planning advisors based in Australia
- Capital planning advisors based in Brazil
- Capital planning advisors based in Canada
- Capital planning advisors based in Chile
Cite this list
RevenueBase Data Team. Top 25 capital planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/capital-planning-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Capital planning advisors based in Sao Paulo, Brazil
- Capital planning advisors based in Paris, France
- Capital planning advisors based in Mumbai, India
- Capital planning advisors based in New Delhi, India
- Capital planning advisors based in London, United Kingdom
- Capital planning advisors based in Houston, United States