Company lists · Data refreshed September 2026

Top 24 Comprehensive financial planning firms based in Troy, United States

Name: Comprehensive financial planning firms based in Troy, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 65 companies tracked

RevenueBase identified 65 company matches for comprehensive financial planning firms associated with Troy, United States as of September 2026 and tracks 415 professional contacts across them, including 138 with verified work emails. Across the United States, New York is the largest hub for this category (353 companies); Troy has 65.

This list covers company matches for comprehensive financial planning firms associated with Troy, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

65Companies

415Contacts tracked

138Verified emails

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The 24 largest comprehensive financial planning firms based in Troy, United States

Ranked by team size

Top 24 of 65 company matches for comprehensive financial planning firms based in Troy, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Financial Services Of America	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	51-200	56 contacts →
	Exact match “Financial Services of America (also known as FSA) is one of the largest independent financial planning and insurance firms in Michigan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Straightline	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	52 contacts →
	Exact match “StraightLine is a financial planning and investment management firm that helps individuals and families make confident, informed decisions about their money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Isto Advisors	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “At ISTO Advisors, being In Service To Others is our top priority.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Horizon Advisers	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Horizon Advisers is a group of financial professionals working together to best serve our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Stonebridge Financial Partners, LLC	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Advisor Legacy	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	City Center Financial, LLC	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Helping you retire is what we do because We Know Retirement® City Center Financial is a Retirement Planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	JAY A. Fishman, Ltd., Investment Counsel	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Jay A.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	EPI Financial Group	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Kennedy Financial Group, LLC	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Our mission is to guide people on their financial journey with a clear process to help them achieve what is most important to them- Securities offered through LPL Financial.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Baron Wealth Management	Exact match	Troy, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Baron Wealth is an independent registered investment advisory firm, located in Troy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Bridgewise Financial Partners	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “BridgeWise Financial Partners is a company based out of BRIGHTON, MI, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Center For Wealth Management - MI	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At Center for Wealth Management our unified vision is serving the client first and always.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Hinkson Wealth Management	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Everything we try to achieve we do with our clients' core values in mind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Cranbrook Financial	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Cranbrook Financial, we understand that your wealth is about more than just numbers-it’s the foundation of your future, your family’s security, and the legacy you’ll leave…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Duggan Wealth Management	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Financial Planning to Make a Difference.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Mission Point Planning And Retirement	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We serve as personal CFO’s for our clients with a special focus on shepherding clients into, and then through retirement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	J2 Capital Management	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Haddad Financial Services	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “A financial firm that focuses on helping individuals and businesses in planning for their future and achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Firstmetric, LLC	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “We've disrupted the traditional high-cost financial advisor fee model of paying an advisor a percentage of your hard-earned assets, which can take a significant bite out of your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	MKD Wealth Coaches, LLC	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	11-50	1 contacts →
	Exact match “MKD Wealth Coaches is an independent financial planning and wealth management firm located in Troy, Michigan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	G&p Financial	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Warsaw Capital Partners	Exact match	Troy, MI, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Warsaw Capital Partners is an independent financial planning and insurance firm that delivers a select financial experience to a referral-only clientele.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Gates Wealth Group	Exact match	Troy, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 “comprehensive financial planning firms”. 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 24 of 65 comprehensive financial planning firms based in Troy, United States

See the full list, filter by size, metro and specialty, and access 138 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Comprehensive financial planning firms based in Troy, United States at a glance

As of Sep 19, 2026

33.3%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Troy, so it is reported there. Company counts and contact totals on this page are exact for Troy, over 65 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 Troy, United States whose business descriptions match “comprehensive financial planning firms” 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 138 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.

Comprehensive financial planning firms by metro in the United States

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 “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Troy, United States?

RevenueBase identified 65 company matches for comprehensive financial planning firms associated with Troy, 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?

Financial Services Of America tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most comprehensive financial planning firms?

New York leads the United States with 353 company records, followed by Atlanta (245) and Houston (241). Troy has 65.

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 138 professional contacts with verified work emails tracked across these 65 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.

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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.