Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 8,813 companies tracked

RevenueBase identified 8,813 company matches for corporate financial planning firms associated with the United States as of September 2026 and tracks 74,096 professional contacts across them, including 27,866 with verified work emails. New York is the largest hub.

This list covers company matches for corporate financial planning firms 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.

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

8,813Companies

74,096Contacts tracked

27,866Verified emails

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The 25 largest corporate financial planning firms based in the United States

Ranked by team size

Top 25 of 8,813 company matches for corporate financial planning firms based in the 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	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,452 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 19, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Valueonshore 'vos' Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	429 contacts →
	Exact match “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 19, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 19, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Sep 19, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 19, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	B. Riley Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	296 contacts →
	Exact match “About B.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 19, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Cain Watters & Associates	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	201-500	264 contacts →
	Exact match “Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	264 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” 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 “corporate 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 25 of 8,813 corporate financial planning firms based in the United States

See the full list, filter by size, metro and specialty, and access 27,866 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate financial planning firms based in the United States at a glance

As of Sep 19, 2026

37.6%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

6,803

11-50

1,598

51-200

292

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 8,813 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 “corporate 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 27,866 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.

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

How many corporate financial planning firms are there based in the United States?

RevenueBase identified 8,813 company matches for corporate financial planning firms 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?

KROLL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most corporate financial planning firms?

New York leads with 210 company records, followed by Houston (109) and Atlanta (104).

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 27,866 professional contacts with verified work emails tracked across these 8,813 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.