Company lists · Data refreshed September 2026
Top 25 Financial counseling services based in the United States
RevenueBase identified 838 financial counseling services headquartered in the United States as of September 2026 and tracks 7,859 professional contacts across them, including 1,716 with verified work emails. New York is the largest hub.
This list covers financial counseling 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 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.
The 25 largest financial counseling services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,133 contacts → | ||||
Partial evidence “Over the past 12 years, Financial Education Services has created countless financial programs aiming to satisfy the need for financial security.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 533 contacts → | ||||
Partial evidence “Money Management International (MMI) is changing the way financial challenges are solved.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 427 contacts → | ||||
Partial evidence “Operation HOPE is the leading global provider of financial dignity education and economic empowerment programs for low-income or moderate-income youth, individuals and families in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 394 contacts → | ||||
Partial evidence “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 343 contacts → | ||||
Partial evidence “Finances are personal and the path to financial freedom looks different for everyone.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 330 contacts → | ||||
Partial evidence “Consumer Credit Counseling Service of Greater Atlanta is a national non-profit agency with a local name.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 200 contacts → | ||||
Partial evidence “Results Financia Coaching” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 137 contacts → | ||||
Partial evidence “Whether you need to build a budget that works, stop living paycheck to paycheck or need to set up a nest egg to weather any storm 101 Financial is here to guide you to your best…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 125 contacts → | ||||
Indirect evidence “Credit.org is a non-profit agency formed in 1974 to make a true difference in the lives of those in the community.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 120 contacts → | ||||
Partial evidence “Better Debt Solutions, located in Irvine, CA, is dedicated to empowering individuals and families facing financial hardships.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 111 contacts → | ||||
Indirect evidence “For 30 years, we’ve helped over 10.2 million Americans.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 101 contacts → | ||||
Partial evidence “InCharge® Debt Solutions is a leading 501(c)(3) non-profit, community-service organization offering confidential and professional credit counseling, housing counseling, debt…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 84 contacts → | ||||
Indirect evidence “Skyline was originally founded in 2022 with the goal of helping consumers deal with overwhelming debt.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 83 contacts → | ||||
Strong evidence “American Consumer Credit Counseling is a nonprofit 501(c)(3) organization providing confidential credit counseling, debt management, and financial education services to consumers…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 68 contacts → | ||||
Partial evidence “Clarifi is a nonprofit celebrating over 50 triumphant years of helping people meet their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 63 contacts → | ||||
Indirect evidence “Debt.com connects people to personal finance solutions and expert advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 61 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 55 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 49 contacts → | ||||
Strong evidence “AFCPE® (Association for Financial Counseling and Planning Education®) is the nationally recognized leader in financial counseling, coaching and education.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 47 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 41 contacts → | ||||
Indirect evidence “Novadebt is now Navicore Solutions.” Source: RevenueBase Database · checked Sep 20, 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: financial counseling services. 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 counseling services.
- Partial evidence
- Its own public description names part of financial counseling services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial counseling services. 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 838 financial counseling services based in the United States
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Financial counseling services based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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 838 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 counseling 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 “financial counseling 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 financial counseling 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 financial counseling 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, 1,716 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.
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 counseling 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 financial counseling services are there based in the United States?
RevenueBase identified 838 financial counseling 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?
Financial Education Services INC, headquartered in Farmington, tops this list with the largest team on record.
Which city has the most financial counseling services?
New York leads with 20 headquartered companies, followed by Atlanta (15) and Dallas (14).
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 1,716 verified decision-maker contacts tracked across these 838 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.
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