Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 206 companies tracked

RevenueBase identified 206 company matches for corporate financial planning firms associated with New York, United States as of September 2026 and tracks 10,185 professional contacts across them, including 4,465 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for corporate financial planning firms associated with New York, 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

206Companies

10,185Contacts tracked

4,465Verified emails

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The 25 largest corporate financial planning firms based in New York, United States

Ranked by team size

Top 25 of 206 company matches for corporate financial planning firms based in New York, 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	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
3	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
4	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
5	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
6	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	95 contacts →
	Exact match “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Sep 19, 2026	201-500	86 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	51 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	45 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	45 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Greensledge	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	44 contacts →
	Exact match “GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Sentinel Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Matauro, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “We are a financial services company committed to putting our clients first.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Hoffman Mulligan	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “We play a pivotal role in our clients' financial lives, providing advice, planning and access to a network of professional across the spectrum of financial disciplines” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Blackdiamond Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	GH Partners, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “GH Partners is a leading boutique investment banking advisory firm delivering independent, high-quality strategic and financial advice to domestic and international clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Brix Partners	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” 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 206 corporate financial planning firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 4,465 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate financial planning firms based in New York, United States at a glance

As of Sep 19, 2026

43.8%Verified-email coverage

49.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

122

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 206 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 New York, 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 4,465 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 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 “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 New York, United States?

RevenueBase identified 206 company matches for corporate financial planning firms associated with New York, 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 in the United States has the most corporate financial planning firms?

New York leads the United States with 206 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 4,465 professional contacts with verified work emails tracked across these 206 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.