Company lists · Data refreshed September 2026
Top 21 Corporate financial planning firms based in Los Angeles, United States
RevenueBase identified 55 corporate financial planning firms headquartered in Los Angeles, United States as of September 2026 and tracks 856 professional contacts across them, including 192 with verified work emails. New York is the largest hub.
This list covers corporate financial planning firms headquartered in Los Angeles, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 21 largest corporate financial planning firms based in Los Angeles, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 296 contacts → | ||||
Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 77 contacts → | ||||
Indirect evidence “Ground Control is a business management firm built for those with boundless potential.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Partial evidence “At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Partial evidence “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “Silver Oak Wealth Advisors caters to individuals in transition and executives in the Greater Los Angeles area and beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “STEP Strategy Advisors provides Investment Banking and Business Advisory to enhance strategic direction, market positioning, revenue generation, and growth through acquisition.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Wealth is seeking value….” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Most financial plans are built around one assumption: you'll work until 65.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Business & Financial Management” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Strategic corporate financial advisory and valuations” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Welcome to Jeung Agency, an independent financial services firm founded in 2011 by Stephen Jeung.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Montane Advisors is a Los Angeles-based corporate finance advisory firm focused on middle-market companies in a variety of industries.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “Good Balance Financial Planning, located in Brentwood, is a fee-only firm specializing in comprehensive financial planning services tailored for professional women and couples at…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “You have dreams.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names corporate financial planning firms.
- Partial evidence
- Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 21 of 55 corporate financial planning firms based in Los Angeles, United States
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Corporate financial planning firms based in Los Angeles, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 55 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Los Angeles, United States whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Los Angeles are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 192 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Corporate financial planning firms by metro in the United States
- Corporate financial planning firms in New York206
- Corporate financial planning firms in Houston109
- Corporate financial planning firms in Atlanta104
- Corporate financial planning firms in Charlotte84
- Corporate financial planning firms in Chicago84
- Corporate financial planning firms in San Diego81
- Corporate financial planning firms in Austin79
- Corporate financial planning firms in Dallas76
- Corporate financial planning firms in Denver68
- Corporate financial planning firms in Scottsdale66
- Corporate financial planning firms in Phoenix59
- Corporate financial planning firms in Los Angeles55
- Corporate financial planning firms in Tampa54
- Corporate financial planning firms in Cincinnati50
- Corporate financial planning firms in Indianapolis49
- Corporate financial planning firms in Miami47
- Corporate financial planning firms in Columbus46
- Corporate financial planning firms in Raleigh45
- Corporate financial planning firms in Columbia44
- Corporate financial planning firms in Irvine44
- Corporate financial planning firms in San Francisco44
- Corporate financial planning firms in Boston42
- Corporate financial planning firms in Jacksonville40
- Corporate financial planning firms in Overland Park37
- Corporate financial planning firms in San Antonio36
- Corporate financial planning firms in Boca Raton35
- Corporate financial planning firms in Fort Lauderdale35
- Corporate financial planning firms in Rochester35
- Corporate financial planning firms in Fort Worth34
- Corporate financial planning firms in Pittsburgh34
- Corporate financial planning firms in Minneapolis33
- Corporate financial planning firms in Portland33
- Corporate financial planning firms in Birmingham32
- Corporate financial planning firms in Seattle32
- Corporate financial planning firms in Colorado Springs31
- Corporate financial planning firms in Grand Rapids30
- Corporate financial planning firms in Washington30
- Corporate financial planning firms in Madison29
- Corporate financial planning firms in Nashville29
- Corporate financial planning firms in Orlando29
- Corporate financial planning firms in Las Vegas28
- Corporate financial planning firms in Louisville28
- Corporate financial planning firms in Omaha28
- Corporate financial planning firms in Troy28
- Corporate financial planning firms in Newport Beach27
- Corporate financial planning firms in Springfield27
- Corporate financial planning firms in Greenville26
- Corporate financial planning firms in Plano25
- Corporate financial planning firms in Richmond25
- Corporate financial planning firms in Tucson25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names corporate financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many corporate financial planning firms are there based in Los Angeles, United States?
RevenueBase identified 55 corporate financial planning firms headquartered in Los Angeles, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
B. Riley Financial, headquartered in Los Angeles, tops this list with the largest team on record.
Which city has the most corporate financial planning firms?
New York leads with 206 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 192 verified decision-maker contacts tracked across these 55 companies.
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 Smart Search, 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.
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