Company lists · Data refreshed September 2026
Top 25 College savings plan advisors based in the United States
RevenueBase identified 559 company matches for college savings plan advisors associated with the United States as of September 2026 and tracks 2,739 professional contacts across them, including 888 with verified work emails. Houston is the largest hub.
This list covers company matches for college savings plan 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 September 19, 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 college savings plan advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 109 contacts → | ||||
Exact match “We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 59 contacts → | ||||
Exact match “my529 - Utah Educational Savings Plan” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 59 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 57 contacts → | ||||
Exact match “Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 51 contacts → | ||||
Exact match “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 48 contacts → | ||||
Exact match “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 46 contacts → | ||||
Exact match “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 44 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 37 contacts → | ||||
Exact match “The path to college can often be overwhelming and stressful for parents and students.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 34 contacts → | ||||
Exact match “CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “Ready to create your personal roadmap toward financial independence?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “We believe in crafting customized strategies that give you confidence in your future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 19 contacts → | ||||
Exact match “Money, and specifically planning one’s retirement can be worrisome.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “With financial confidence, security follows.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 16 contacts → | ||||
Exact match “At Endeavor Private Wealth, we understand your dreams and help you reach them using a customized investment plan that puts your money to work for you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 16 contacts → | ||||
Exact match “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “We are PPS Advisors, a financial organization in Holbrook, NY.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “The VSA Difference For over 40 years, tax-conscientious clients have turned to Valentino Scott and his team of financial advisors for guidance in reaching their retirement and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded in the RevenueBase company graph · Sep 19, 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 “college savings plan 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 559 college savings plan advisors based in the United States
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College savings plan advisors based in the United States at a glance
As of Sep 19, 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 559 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 “college savings plan 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 888 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 September 19, 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.
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 “college savings plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many college savings plan advisors are there based in the United States?
RevenueBase identified 559 company matches for college savings plan advisors associated with the United States as of September 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?
Collegewell Sponsor Of Private College 529 Plan tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most college savings plan advisors?
Houston leads with 7 company records, followed by Charlotte (6) and Dallas (6).
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 888 professional contacts with verified work emails tracked across these 559 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 559 college savings plan advisors based in the United States. 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
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- AI companies based in the United States
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Company intelligence · public preview
Top 25 college savings plan 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 559 matching company records for college savings plan advisors based in the United States, with 2,739 tracked contacts and 888 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: September 19, 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 college savings plan 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 | Collegewell Sponsor Of Private College 529 Plancollegewell.com HQ: Marlborough, MA, United StatesReported employees: Not recorded | Marlborough, MA, United States | Not recorded | Exact match | 109 contacts → |
“We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | My529my529.org HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 59 contacts → |
“my529 - Utah Educational Savings Plan” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 59 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ascent Capital Groupascentcapitalgrp.comHQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 57 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Foster Klima & Companyfosterklima.comHQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 51 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Infinitas, LLCinfinitaskc.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 48 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 46 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 44 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hellocollegesayhellocollege.comHQ: Oak Brook, IL, United StatesReported employees: 51-200 | Oak Brook, IL, United States | 51-200 | Exact match | 37 contacts → |
“The path to college can often be overwhelming and stressful for parents and students.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Collegeinvestcollegeinvest.org HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 34 contacts → |
“CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | LAW & Associates, INClawandassociates.com HQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 33 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Becu Investment Servicesbecu.orgHQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 30 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Spartan Wealth Managementspartanwealth.com HQ: Bingham Farms, MI, United StatesReported employees: 11-50 | Bingham Farms, MI, United States | 11-50 | Exact match | 29 contacts → |
“We believe in crafting customized strategies that give you confidence in your future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Evangelista & Associatesuniversity-wealth.comHQ: Ann Arbor, MI, United StatesReported employees: 11-50 | Ann Arbor, MI, United States | 11-50 | Exact match | 27 contacts → |
“Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The College Funding Coachthecollegefundingcoach.org HQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 20 contacts → |
“The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  TEN Capital Wealth Advisorstencapital.comHQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 19 contacts → |
“Money, and specifically planning one’s retirement can be worrisome.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Pathfinder Wealth Consultingpathfinderwc.comHQ: Wilmington, NC, United StatesReported employees: 11-50 | Wilmington, NC, United States | 11-50 | Exact match | 18 contacts → |
“With financial confidence, security follows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ohio Tuition Trust Authoritycollegeadvantage.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 18 contacts → |
“Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Stonepath Wealth Managementstonepathwm.comHQ: Milford, MI, United StatesReported employees: 11-50 | Milford, MI, United States | 11-50 | Exact match | 18 contacts → |
“Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Endeavor Private Wealthendeavorpw.com HQ: Topeka, KS, United StatesReported employees: 1-10 | Topeka, KS, United States | 1-10 | Exact match | 16 contacts → |
“At Endeavor Private Wealth, we understand your dreams and help you reach them using a customized investment plan that puts your money to work for you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Labrunerie Financiallabrunerie.comHQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 16 contacts → |
“If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Intuition College Savings Solutions, LLCintuitioncss.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | PPS Advisors, INCppsadvisors.com HQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 15 contacts → |
“We are PPS Advisors, a financial organization in Holbrook, NY.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | V.S. Associates, INCvsainc.com HQ: Canoga Park, CA, United StatesReported employees: 11-50 | Canoga Park, CA, United States | 11-50 | Exact match | 15 contacts → |
“The VSA Difference For over 40 years, tax-conscientious clients have turned to Valentino Scott and his team of financial advisors for guidance in reaching their retirement and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Aspen Creek Financial And Insurance Services LLCaspencreekfinancial.com HQ: Folsom, CA, United StatesReported employees: 1-10 | Folsom, CA, United States | 1-10 | Exact match | 15 contacts → |
“There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 559 company matches
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College savings plan advisors: dataset insights
September 19, 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
557 records in the displayed employee bands.
2 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 559 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for college savings plan 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 college savings plan advisors did RevenueBase find based in the United States?
The saved snapshot records 559 matching company records, 2,739 tracked contacts and 888 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: September 19, 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
Cite this list
RevenueBase Data Team. Top 25 college savings plan advisors based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/college-savings-plan-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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 college savings plan advisors based in the United States
RevenueBase records 559 matching company records for college savings plan advisors based in the United States, with 2,739 tracked contacts and 888 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: September 19, 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 college savings plan 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 | Collegewell Sponsor Of Private College 529 Plancollegewell.com HQ: Marlborough, MA, United StatesReported employees: Not recorded | Marlborough, MA, United States | Not recorded | Exact match | 109 contacts → |
“We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | My529my529.org HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 59 contacts → |
“my529 - Utah Educational Savings Plan” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 59 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ascent Capital Groupascentcapitalgrp.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 57 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Foster Klima & Companyfosterklima.com HQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 51 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Infinitas, LLCinfinitaskc.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 48 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 46 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 44 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hellocollegesayhellocollege.com HQ: Oak Brook, IL, United StatesReported employees: 51-200 | Oak Brook, IL, United States | 51-200 | Exact match | 37 contacts → |
“The path to college can often be overwhelming and stressful for parents and students.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Collegeinvestcollegeinvest.org HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 34 contacts → |
“CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | LAW & Associates, INClawandassociates.com HQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 33 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Becu Investment Servicesbecu.org HQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 30 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Spartan Wealth Managementspartanwealth.com HQ: Bingham Farms, MI, United StatesReported employees: 11-50 | Bingham Farms, MI, United States | 11-50 | Exact match | 29 contacts → |
“We believe in crafting customized strategies that give you confidence in your future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Evangelista & Associatesuniversity-wealth.com HQ: Ann Arbor, MI, United StatesReported employees: 11-50 | Ann Arbor, MI, United States | 11-50 | Exact match | 27 contacts → |
“Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The College Funding Coachthecollegefundingcoach.org HQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 20 contacts → |
“The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TEN Capital Wealth Advisorstencapital.com HQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 19 contacts → |
“Money, and specifically planning one’s retirement can be worrisome.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pathfinder Wealth Consultingpathfinderwc.com HQ: Wilmington, NC, United StatesReported employees: 11-50 | Wilmington, NC, United States | 11-50 | Exact match | 18 contacts → |
“With financial confidence, security follows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ohio Tuition Trust Authoritycollegeadvantage.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 18 contacts → |
“Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stonepath Wealth Managementstonepathwm.com HQ: Milford, MI, United StatesReported employees: 11-50 | Milford, MI, United States | 11-50 | Exact match | 18 contacts → |
“Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Endeavor Private Wealthendeavorpw.com HQ: Topeka, KS, United StatesReported employees: 1-10 | Topeka, KS, United States | 1-10 | Exact match | 16 contacts → |
“At Endeavor Private Wealth, we understand your dreams and help you reach them using a customized investment plan that puts your money to work for you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Labrunerie Financiallabrunerie.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 16 contacts → |
“If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Intuition College Savings Solutions, LLCintuitioncss.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | PPS Advisors, INCppsadvisors.com HQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 15 contacts → |
“We are PPS Advisors, a financial organization in Holbrook, NY.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | V.S. Associates, INCvsainc.com HQ: Canoga Park, CA, United StatesReported employees: 11-50 | Canoga Park, CA, United States | 11-50 | Exact match | 15 contacts → |
“The VSA Difference For over 40 years, tax-conscientious clients have turned to Valentino Scott and his team of financial advisors for guidance in reaching their retirement and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Aspen Creek Financial And Insurance Services LLCaspencreekfinancial.com HQ: Folsom, CA, United StatesReported employees: 1-10 | Folsom, CA, United States | 1-10 | Exact match | 15 contacts → |
“There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 559 company matches
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College savings plan advisors: dataset insights
September 19, 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
557 records in the displayed employee bands.
2 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 559 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for college savings plan 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 college savings plan advisors did RevenueBase find based in the United States?
The saved snapshot records 559 matching company records, 2,739 tracked contacts and 888 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: September 19, 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
Cite this list
RevenueBase Data Team. Top 25 college savings plan advisors based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/college-savings-plan-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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