Company lists · Data refreshed September 2026

Top 25 Financial coaching companies based in the United States

Name: Financial coaching 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 20, 2026 1,875 companies tracked

RevenueBase identified 1,875 financial coaching companies headquartered in the United States as of September 2026 and tracks 11,441 professional contacts across them, including 2,808 with verified work emails. New York is the largest hub.

This list covers financial coaching 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 20, 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 20, 2026 86% judged on-target in blind review

1,875Companies

11,441Contacts tracked

2,808Verified emails

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The 25 largest financial coaching companies based in the United States

Ranked by team size

Top 25 of 1,875 financial coaching companies based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching 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	First Command Financial Services, INC	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 20, 2026	501-1,000	2,885 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
2	Money Management International MMI	Partial evidence	Stafford, TX, United StatesHQ checked Sep 20, 2026	201-500	533 contacts →
	Partial evidence “Money Management International (MMI) is changing the way financial challenges are solved.” Source: RevenueBase Database · checked Sep 20, 2026
3	MONEY	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	348 contacts →
	Indirect evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 20, 2026
4	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 20, 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 20, 2026
5	County Of Roanoke	Strong evidence	Roanoke, United StatesHQ checked Sep 20, 2026	n/a	200 contacts →
	Strong evidence “Results Financia Coaching” Source: RevenueBase Database · checked Sep 20, 2026
6	Alleviate	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	201-500	189 contacts →
	Partial evidence “Alleviate is one of the fastest-growing next-generation financial services companies, revolutionizing people's journeys from being in debt to wealth.” Source: RevenueBase Database · checked Sep 20, 2026
7	Northeast Financial Network	Partial evidence	Holmdel, NJ, United StatesHQ checked Sep 20, 2026	11-50	125 contacts →
	Partial evidence “Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Source: RevenueBase Database · checked Sep 20, 2026
8	Financial Finesse	Strong evidence	El Segundo, CA, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Strong evidence “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Source: RevenueBase Database · checked Sep 20, 2026
9	Smartpro Financial	Partial evidence	Bradenton, FL, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Partial evidence “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Source: RevenueBase Database · checked Sep 20, 2026
10	Navicore Solutions	Indirect evidence	Manalapan, NJ, United StatesHQ checked Sep 20, 2026	201-500	93 contacts →
	Indirect evidence “Navicore Solutions is a national nonprofit organization dedicated to strengthening the well-being of individuals and families through education, guidance, advocacy, and…” Source: RevenueBase Database · checked Sep 20, 2026
11	clearpoint.org	Partial evidence	Stafford, TX, United StatesHQ checked Sep 20, 2026	51-200	63 contacts →
	Partial evidence “Clearpoint is a national non-profit organization that helps consumers work through their financial challenges, set clear goals, and create a plan to reach them.” Source: RevenueBase Database · checked Sep 20, 2026
12	HD Growth Partners	Indirect evidence	Youngstown, OH, United StatesHQ checked Sep 20, 2026	51-200	62 contacts →
	Indirect evidence “At HD Growth Partners, we believe in the value of relationships.” Source: RevenueBase Database · checked Sep 20, 2026
13	Apprisen	Indirect evidence	Gahanna, OH, United StatesHQ checked Sep 20, 2026	51-200	61 contacts →
	Indirect evidence “Founded in 1955, Apprisen (Consumer Credit Counseling Service of the Midwest Inc.) is a non-profit whose mission is to help people improve the health of their personal finances…” Source: RevenueBase Database · checked Sep 20, 2026
14	Common Sense Financial	Partial evidence	American Fork, UT, United StatesHQ checked Sep 20, 2026	51-200	59 contacts →
	Partial evidence “We are passionate about providing financial education and answers for families and individuals from all walks of life.” Source: RevenueBase Database · checked Sep 20, 2026
15	Wealth Design Group	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	51-200	57 contacts →
	Strong evidence “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Source: RevenueBase Database · checked Sep 20, 2026
16	CCOA	Partial evidence	Fayetteville, AR, United StatesHQ checked Sep 20, 2026	11-50	55 contacts →
	Partial evidence “Since 1995, CCOA has helped thousands of families in our community improve their financial stability by making a positive difference through financial counseling, education and…” Source: RevenueBase Database · checked Sep 20, 2026
17	GDS Wealth Management	Partial evidence	Flower Mound, TX, United StatesHQ checked Sep 20, 2026	11-50	52 contacts →
	Partial evidence “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Source: RevenueBase Database · checked Sep 20, 2026
18	Foster Klima & Company	Partial evidence	Minnetonka, MN, United StatesHQ checked Sep 20, 2026	51-200	51 contacts →
	Partial evidence “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Source: RevenueBase Database · checked Sep 20, 2026
19	SME Cpas	Indirect evidence	Augusta, GA, United StatesHQ checked Sep 20, 2026	11-50	47 contacts →
	Indirect evidence “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Source: RevenueBase Database · checked Sep 20, 2026
20	Novadebt	Indirect evidence	Freehold, NJ, United StatesHQ checked Sep 20, 2026	201-500	41 contacts →
	Indirect evidence “Novadebt is now Navicore Solutions.” Source: RevenueBase Database · checked Sep 20, 2026
21	Trycera Financial, INC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	n/a	37 contacts →
	Partial evidence “Founded in 2004, Trycera Financial, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
22	Tardus Wealth Strategies	Partial evidence	Honolulu, HI, United StatesHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “Tardus Wealth Strategies is a 20-year-old wealth-education and coaching company headquartered in Honolulu.” Source: RevenueBase Database · checked Sep 20, 2026
23	Forge Financial And Management Consulting	Indirect evidence	Des Moines, IA, United StatesHQ checked Sep 20, 2026	11-50	35 contacts →
	Indirect evidence “Your guide for the road less traveled.” Source: RevenueBase Database · checked Sep 20, 2026
24	Oechsli	Indirect evidence	Greensboro, NC, United StatesHQ checked Sep 20, 2026	11-50	34 contacts →
	Indirect evidence “Oechsli has undergone a remarkable journey since 1978.” Source: RevenueBase Database · checked Sep 20, 2026
25	MLA Companies	Indirect evidence	Springboro, OH, United StatesHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “MLA provides business and organizational advice and support from the context of a finance discipline.” Source: RevenueBase Database · checked Sep 20, 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: financial coaching 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 financial coaching companies.
Partial evidence: Its own public description names part of financial coaching companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial coaching 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 1,875 financial coaching companies based in the United States

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Financial coaching companies based in the United States at a glance

As of Sep 20, 2026

24.5%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,581

11-50

224

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,875 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 financial coaching 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 “financial coaching 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 financial coaching 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 financial coaching 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, 2,808 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 20, 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.

Financial coaching companies by metro

Financial coaching companies in New York46
Financial coaching companies in Atlanta31
Financial coaching companies in Houston29
Financial coaching companies in Austin26
Financial coaching companies in Denver26
Financial coaching companies in Chicago25
Financial coaching companies in Los Angeles25

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 financial coaching 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 financial coaching companies are there based in the United States?

RevenueBase identified 1,875 financial coaching 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?

First Command Financial Services, INC, headquartered in Fort Worth, tops this list with the largest team on record.

Which city has the most financial coaching companies?

New York leads with 46 headquartered companies, followed by Atlanta (31) and Houston (29).

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 2,808 verified decision-maker contacts tracked across these 1,875 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 20, 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.