Company lists · Data refreshed September 2026
Top 24 Esop advisors based in Phoenix, United States
RevenueBase identified 45 esop advisors headquartered in Phoenix, United States as of September 2026 and tracks 1,019 professional contacts across them, including 275 with verified work emails. New York is the largest hub.
This list covers esop advisors headquartered in Phoenix, 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 24 largest esop advisors based in Phoenix, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 595 contacts → | ||||
Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 72 contacts → | ||||
Partial evidence “Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 47 contacts → | ||||
Indirect evidence “Each day there are people turning 60.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Partial evidence “Brookwood Investment Group is a registered investment advisor (RIA) built for entrepreneurial financial advisors who want more than a traditional platform.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Indirect evidence “CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Our firm specializes in helping individuals develop sound retirement strategies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “Discover the values of your values The financial advisors at Maher Wealth Management believe that the only way to help our clients is to make sure that the values held dear to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “At Thompson Wealth Management, we are committed to helping clients achieve financial independence and build a future they love.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “D.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Wincline is an advisory firm that makes employer group health plans understandable to executives and employees alike.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Simplicit Financial provides advanced insurance expertise to financial advisors, attorneys, CPAs and business planning professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “At Dorado Benefit Advisors our clients experience a much higher level of engagement to understand their business issues and a far more strategic approach in how we provide our…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “In providing advisory services for business acquisitions and divestitures, we intermediate business transactions through expert valuations, negotiations of terms, transaction…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Securities and Advisory Services offered by certain associates through KMS Financial Services, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Springsteel Investment Advisors, LLC is a Registered Investment Advisor firm serving Arizona personal and business clients in investment management, financial planning, retirement…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “FiSol DVO is an independent advisory firm specializing in concierge financial services for professional practice owners, specifically dentists, veterinarians and optometrists.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “SNP Financial Advisors is a Registered Investment Advisor through the state of Arizona doing business in other states as well.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Clark LaSalle Partners is an Arizona-based consulting firm that specializes in providing buy-side M&A advisory services to lower middle-market private equity firms, corporations…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “NOVA Capital Advisors is an advisory firm serving high end main street and lower middle-market companies, specializing in the confidential representation of privately held…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “MJM401k is now part of SageView Advisory Group.(as of June 2021) MJM401k was founded by Michael J.” 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: esop advisors. 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 esop advisors.
- Partial evidence
- Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name esop advisors. 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 24 of 45 esop advisors based in Phoenix, United States
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Esop advisors based in Phoenix, 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 Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 45 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 esop advisors, 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 Phoenix, United States whose own description of what they do matches “esop advisors”. 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 esop advisors), 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 esop advisors, and records with no verified work email. Companies headquartered outside Phoenix 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, 275 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.
Esop advisors by metro in the United States
- Esop advisors in New York414
- Esop advisors in Chicago158
- Esop advisors in Atlanta154
- Esop advisors in Dallas123
- Esop advisors in Houston118
- Esop advisors in Los Angeles98
- Esop advisors in San Diego94
- Esop advisors in Miami89
- Esop advisors in San Francisco82
- Esop advisors in Denver81
- Esop advisors in Austin79
- Esop advisors in Boston78
- Esop advisors in Charlotte77
- Esop advisors in Newport Beach56
- Esop advisors in Scottsdale56
- Esop advisors in Portland55
- Esop advisors in Minneapolis54
- Esop advisors in Seattle53
- Esop advisors in Tampa52
- Esop advisors in Irvine48
- Esop advisors in Cincinnati45
- Esop advisors in Phoenix45
- Esop advisors in Las Vegas41
- Esop advisors in Pittsburgh38
- Esop advisors in Indianapolis36
- Esop advisors in Raleigh36
- Esop advisors in Overland Park35
- Esop advisors in Richmond35
- Esop advisors in Omaha34
- Esop advisors in Orlando34
- Esop advisors in Grand Rapids33
- Esop advisors in Nashville32
- Esop advisors in San Antonio32
- Esop advisors in Washington32
- Esop advisors in Boca Raton31
- Esop advisors in Fort Lauderdale31
- Esop advisors in Philadelphia31
- Esop advisors in Wilmington31
- Esop advisors in Rochester30
- Esop advisors in Birmingham29
- Esop advisors in Cleveland29
- Esop advisors in Salt Lake City29
- Esop advisors in Bellevue27
- Esop advisors in Greenville27
- Esop advisors in Columbus25
- Esop advisors in Greenwood Village25
- Esop advisors in Jacksonville25
- Esop advisors in Springfield25
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 esop advisors, 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 esop advisors are there based in Phoenix, United States?
RevenueBase identified 45 esop advisors headquartered in Phoenix, 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?
Advisor Group, headquartered in Phoenix, tops this list with the largest team on record.
Which city has the most esop advisors?
New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).
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 275 verified decision-maker contacts tracked across these 45 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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