Company lists · Data refreshed September 2026

Top 25 Enterprise financial planning companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 589 companies tracked

RevenueBase identified 589 enterprise financial planning companies headquartered in the United States as of September 2026 and tracks 5,632 professional contacts across them, including 1,442 with verified work emails. New York is the largest hub.

This list covers enterprise financial planning companies headquartered in the 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

589Companies

5,632Contacts tracked

1,442Verified emails

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The 25 largest enterprise financial planning companies based in the United States

Ranked by team size

Top 25 of 589 enterprise financial planning companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to enterprise financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,452 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 contacts →
	Partial evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 28, 2026
3	CG Financial Services	Strong evidence	Haslett, MI, United StatesHQ checked Sep 28, 2026	51-200	75 contacts →
	Strong evidence “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Source: RevenueBase Database · checked Sep 28, 2026
4	Bryson	Partial evidence	Long Beach, CA, United StatesHQ checked Sep 28, 2026	51-200	71 contacts →
	Partial evidence “Bryson Financial \| Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Source: RevenueBase Database · checked Sep 28, 2026
5	Clients First Business Solutions	Strong evidence	Holmdel, NJ, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Strong evidence “Clients First provides tailored, financial and ERP systems and services for growing companies so they can achieve enterprise-level results.” Source: RevenueBase Database · checked Sep 28, 2026
6	Provenance Wealth Advisors	Strong evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: RevenueBase Database · checked Sep 28, 2026
7	The CFO Centre USA	Partial evidence	New York, TX, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Source: RevenueBase Database · checked Sep 28, 2026
8	Universal Retirement	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 28, 2026
9	Trivium Point	Partial evidence	Westport, CT, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “We work with people whose achievements have set a new floor-executive leaders and proven entrepreneurs-drawing them into more financial opportunity but also more risk and…” Source: RevenueBase Database · checked Sep 28, 2026
10	CFO Strategic Partners	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “We are now Acclarity.” Source: RevenueBase Database · checked Sep 28, 2026
11	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Noble Group	Partial evidence	Sugar Land, TX, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “Whether partnering with you to develop a comprehensive financial plan for your family or establish and manage corporate retirement plans, we're here to guide you through the…” Source: RevenueBase Database · checked Sep 28, 2026
13	Cambridge Financial Services	Partial evidence	Chandler, AZ, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “The best planning requires objective recommendations combined with a comprehensive knowledge of products, tools, and techniques.” Source: RevenueBase Database · checked Sep 28, 2026
14	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Source: RevenueBase Database · checked Sep 28, 2026
15	BPG Wealth Management	Strong evidence	Clackamas, OR, United StatesHQ checked Sep 28, 2026	1-10	26 contacts →
	Strong evidence “BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Source: RevenueBase Database · checked Sep 28, 2026
16	Massmutual Pacific	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 28, 2026	51-200	26 contacts →
	Indirect evidence “At MassMutual Pacific, we first learn what is important to you and your goals for the future.” Source: RevenueBase Database · checked Sep 28, 2026
17	Dorfman Abrams Music, LLC	Indirect evidence	Saddle Brook, NJ, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “The firm was founded over 80 years ago.” Source: RevenueBase Database · checked Sep 28, 2026
18	LAU & LAU Associates, LLC	Partial evidence	Bloomfield Hills, MI, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “Lau & Lau Associates provides stewardship of your financial life.” Source: RevenueBase Database · checked Sep 28, 2026
19	Fiscal Advocate, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Source: RevenueBase Database · checked Sep 28, 2026
20	Financial Architects, INC	Partial evidence	Farmington Hills, MI, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “The Financial Architecture Experience™ As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial…” Source: RevenueBase Database · checked Sep 28, 2026
21	Archstone Financial	Strong evidence	Worcester, MA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Source: RevenueBase Database · checked Sep 28, 2026
22	Weekly Accounting INC	Partial evidence	Rancho Santa Fe, CA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Bookkeeping, Forecasting & Budgeting, Unit Economic Analysis, Cash Planning, Data Warehousing, Strategic Advice” Source: RevenueBase Database · checked Sep 28, 2026
23	MAX Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 28, 2026
24	North Texas Wealth Management	Strong evidence	Allen, TX, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “WHO WE HELP North Texas Wealth Management provides comprehensive financial planning and investment management services primarily to salaried employees of Fortune 500 companies…” Source: RevenueBase Database · checked Sep 28, 2026
25	Total Wealth Planning, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.” Source: RevenueBase Database · checked Sep 28, 2026

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: enterprise financial planning companies. 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 enterprise financial planning companies.
Partial evidence: Its own public description names part of enterprise financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name enterprise financial planning companies. 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 25 of 589 enterprise financial planning companies based in the United States

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Enterprise financial planning companies based in the United States at a glance

As of Sep 28, 2026

25.6%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

453

11-50

110

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 589 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 enterprise financial planning companies, 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 the United States whose own description of what they do matches “enterprise financial planning companies”. 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 enterprise financial planning companies), 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 enterprise financial planning companies, and records with no verified work email. Companies headquartered outside United States 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, 1,442 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 28, 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.

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 enterprise financial planning companies, 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 enterprise financial planning companies are there based in the United States?

RevenueBase identified 589 enterprise financial planning companies headquartered in the 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?

Goldman Sachs Ayco, headquartered in Cohoes, tops this list with the largest team on record.

Which city has the most enterprise financial planning companies?

New York leads with 13 headquartered companies, followed by Houston (11) and Chicago (9).

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 1,442 verified decision-maker contacts tracked across these 589 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 28, 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.