Company lists · Data refreshed September 2026

Top 25 Farm financial advisory services based in the United States

RevenueBase identified 805 farm financial advisory services headquartered in the United States as of September 2026 and tracks 7,436 professional contacts across them, including 2,825 with verified work emails. Houston is the largest hub.

This list covers farm financial advisory services 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
805Companies
7,436Contacts tracked
2,825Verified emails
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The 25 largest farm financial advisory services based in the United States

Ranked by team size
Top 25 of 805 farm financial advisory services based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to farm financial advisory services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 2026501-1,000785 contacts →

Partial evidence

“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceLoveland, CO, United StatesHQ checked Sep 19, 2026501-1,000697 contacts →

Partial evidence

“Pinion is a business advisory provider, ‘U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 19, 202651-200263 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 19, 2026
4Partial evidenceFort Worth, TX, United StatesHQ checked Sep 19, 202651-200141 contacts →

Partial evidence

“ARM is a specialty finance company focused on bringing financial and risk management solutions to farmers and agribusinesses that serve farmers.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceLakeland, FL, United StatesHQ checked Sep 19, 202651-200110 contacts →

Partial evidence

“AgAmerica is the leading independent financial service provider for Rural America.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceHermitage, PA, United StatesHQ checked Sep 19, 202651-200106 contacts →

Strong evidence

“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceMidlothian, VA, United StatesHQ checked Sep 19, 202651-200104 contacts →

Partial evidence

“Virginia Asset Management (VAM) is a comprehensive financial services firm.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202651-20072 contacts →

Partial evidence

“At MassMutual Pittsburgh, our primary objective is to help you achieve financial freedom in a complex and constantly changing world.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceJersey City, NJ, United StatesHQ checked Sep 19, 202611-5071 contacts →

Partial evidence

“The Federal Farm Credit Banks Funding Corporation is an integral part of the Farm Credit System, a leading provider of loans, leases and services to rural communities and U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceShelton, CT, United StatesHQ checked Sep 19, 202651-20069 contacts →

Strong evidence

“Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 19, 202611-5068 contacts →

Indirect evidence

“Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceLarned, KS, United StatesHQ checked Sep 19, 202651-20061 contacts →

Strong evidence

“Choosing the right financial partner for your farm, ranch, or agribusiness is one of the most important decisions you can make and that’s where High Plains Farm Credit comes in.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 202651-20052 contacts →

Indirect evidence

“At MassMutual Oregon, we help you define what you want out of life.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-20043 contacts →

Partial evidence

“For years, we've helped families and businesses across Boston reach their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceBarrington, IL, United StatesHQ checked Sep 19, 2026n/a42 contacts →

Partial evidence

“AgMarket.Net® is the Farm Division for John Stewart & Associates.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceHorsham, PA, United StatesHQ checked Sep 19, 202611-5036 contacts →

Partial evidence

“Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceFort Myers, FL, United StatesHQ checked Sep 19, 202611-5036 contacts →

Partial evidence

“Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202651-20036 contacts →

Indirect evidence

“We've been serving the agriculture and food industries for over 35 years.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceWestlake, OH, United StatesHQ checked Sep 19, 202611-5035 contacts →

Indirect evidence

“JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceJacksonville, FL, United StatesHQ checked Sep 19, 202611-5033 contacts →

Partial evidence

“At Aegis, we provide advanced financial advice and services throughout the country.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceGlen Allen, VA, United StatesHQ checked Sep 19, 202651-20033 contacts →

Indirect evidence

“At MassMutual Greater Richmond, we learn what is important to you and help you identify your goals.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceWest Hartford, CT, United StatesHQ checked Sep 19, 202611-5033 contacts →

Partial evidence

“Build, protect, and preserve your wealth with a team of independent investment and insurance advisors has been putting your interests first for more than 40 years.”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidencePrairie Village, KS, United StatesHQ checked Sep 19, 202611-5032 contacts →

Strong evidence

“Fortis Capital Advisors is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to…”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceVirginia Beach, VA, United StatesHQ checked Sep 19, 202651-20031 contacts →

Strong evidence

“Founded in 1997, Financial Security is a team of highly experienced financial planners and investment advisors who understand the importance of helping clients achieve financial…”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-5031 contacts →

Partial evidence

“Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 805 farm financial advisory services based in the United States

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Farm financial advisory services based in the United States at a glance

As of Sep 19, 2026
38.0%Verified-email coverage
9.2Average contacts per company
1-10Median size (employees)
1.4%Largest-city concentration · Houston
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
605
11-50
145
51-200
44
201-500
2
501-1,000
5
1,001-5,000
1

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 805 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 farm financial advisory services, 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 “farm financial advisory services”. 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 farm financial advisory services), 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 farm financial advisory services, 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, 2,825 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.

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 farm financial advisory services, 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 farm financial advisory services are there based in the United States?

RevenueBase identified 805 farm financial advisory services 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?

Hilltop Securities INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most farm financial advisory services?

Houston leads with 11 headquartered companies, followed by Austin (10) and Chicago (10).

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 2,825 verified decision-maker contacts tracked across these 805 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.