Company lists · Data refreshed November 2026

Top 18 Executive financial planners based in Jackson, United States

Name: Executive financial planners based in Jackson, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 36 companies tracked

RevenueBase identified 36 company matches for executive financial planners associated with Jackson, United States as of November 2026 and tracks 162 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (383 companies); Jackson has 36.

This list covers company matches for executive financial planners associated with Jackson, 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 November 6, 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 Nov 6, 2026 How this list was built

36Companies

162Contacts tracked

84Verified emails

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The 18 largest executive financial planners based in Jackson, United States

Ranked by team size

Top 18 of 36 company matches for executive financial planners based in Jackson, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Richmond Brothers, INC	Exact match	Jackson, MI, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Looking for a refreshingly personal approach to retirement and financial planning?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Paramount Wealth Management, INC	Exact match	Jackson, MI, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “Our team offers wealth management services providing clarity, insight and partnerships that our clients have relied on for over 40 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Rivertree Financial Planning	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “At Rivertree Financial Planning, we are dedicated to assisting our clients in growing, protecting, and managing their finances through a comprehensive approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	MAG CAP	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “MAG CAP is a full-service wealth management firm, established to offer innovative advisory services to clients” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Williams, Weiss, Hester & Company	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Coker And Palmer Investment Securities, INC	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “Fixed Income Trading Institutional Retail Equity Trading Institutional Retail Private Placements Wealth Management Asset Allocation Managed Accounts Separately Managed Accounts…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	The Thigpen Group	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “We are an established, home-grown boutique firm serving the affluent client market throughout Mississippi and the Southeast.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Avery Wealth, INC	Exact match	Jackson, MI, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Sledge&company	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Sledge and Company provides quality financial strategies and services to corporations and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Ballew Wealth Management	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	The William Morris Group, P.A	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Willis & Machnik Financial Services, LLC	Exact match	Jackson, MI, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Willis & Machnik Financial Services was founded in 1987 with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Grounded Financial Planning	Exact match	Jackson, TN, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Helping you plan for the Retirement you want.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Browning Graves	Exact match	Jackson, TN, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “For over 20 years, the team of professionals at Browning Graves has provided comprehensive financial & retirement planning, wealth management, investment analysis, insurance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Pickett Bradford And Assoc	Exact match	Jackson, MS, United StatesHQ recorded Nov 6, 2026	11-50	2 contacts →
	Exact match “The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Loomis Capital Management	Exact match	Jackson, WY, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Loomis Capital Management is and Outsourced CIO for significant families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Premier Financial Investment Group, LLC	Exact match	Jackson, NJ, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Premier Financial Investment Group is a one stop financial services company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Grupp Financial LLC	Exact match	Jackson, WY, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Grupp Financial LLC assists families in discovering and achieving their purpose and goals through our unique client process, the LiFE ViewTM.” Recorded in the RevenueBase company graph · Nov 6, 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 “executive financial planners”. 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 18 of 36 executive financial planners based in Jackson, United States

See the full list, filter by size, metro and specialty, and access 84 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Executive financial planners based in Jackson, United States at a glance

As of Nov 6, 2026

51.9%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Jackson, so it is reported there. Company counts and contact totals on this page are exact for Jackson, over 36 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 Jackson, United States whose business descriptions match “executive financial planners” 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 84 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 November 6, 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.

Executive financial planners 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 “executive financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive financial planners are there based in Jackson, United States?

RevenueBase identified 36 company matches for executive financial planners associated with Jackson, United States as of November 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?

Richmond Brothers, INC 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 executive financial planners?

New York leads the United States with 383 company records, followed by Houston (259) and Atlanta (242). Jackson has 36.

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 84 professional contacts with verified work emails tracked across these 36 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 November 6, 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.