Company lists · Data refreshed November 2026

Top 25 Financial planning companies based in the United States

Name: Financial planning companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 14,877 companies tracked

RevenueBase identified 14,877 company matches for financial planning companies associated with the United States as of November 2026 and tracks 184,545 professional contacts across them, including 68,628 with verified work emails. New York is the largest hub.

This list covers company matches for financial planning companies associated with the 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

14,877Companies

184,545Contacts tracked

68,628Verified emails

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The 25 largest financial planning companies based in the United States

Ranked by team size

Top 25 of 14,877 company matches for financial planning companies based in the 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	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	12,182 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,755 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,457 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Nov 6, 2026	n/a	835 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Edward Jones	Exact match	Palm Beach, FL, United StatesHQ recorded Nov 6, 2026	n/a	739 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Moneta	Exact match	Clayton, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	641 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	MAI Capital Management	Exact match	Cleveland, IL, United StatesHQ recorded Nov 6, 2026	501-1,000	578 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	501-1,000	560 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Nov 6, 2026	10001+	550 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Baystate Financial	Exact match	Boston, NH, United StatesHQ recorded Nov 6, 2026	501-1,000	516 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	51-200	486 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Davenport & Company LLC	Exact match	Richmond, NC, United StatesHQ recorded Nov 6, 2026	501-1,000	464 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Retire On Time	Exact match	Ann Arbor, MI, United StatesHQ recorded Nov 6, 2026	n/a	450 contacts →
	Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Allworth Financial	Exact match	Folsom, CA, United StatesHQ recorded Nov 6, 2026	201-500	434 contacts →
	Exact match “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Westpoint Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Nov 6, 2026	201-500	401 contacts →
	Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Brighton Jones	Exact match	Seattle, MN, United StatesHQ recorded Nov 6, 2026	201-500	399 contacts →
	Exact match “Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	North Star Resource Group	Exact match	Minneapolis, IL, United StatesHQ recorded Nov 6, 2026	201-500	395 contacts →
	Exact match “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Nov 6, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Prime Capital Financial	Exact match	Overland Park, NC, United StatesHQ recorded Nov 6, 2026	201-500	363 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Nov 6, 2026	1,001-5,000	361 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” 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 “financial planning companies”. 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 25 of 14,877 financial planning companies based in the United States

See the full list, filter by size, metro and specialty, and access 68,628 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning companies based in the United States at a glance

As of Nov 6, 2026

37.2%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11,624

11-50

2,577

51-200

453

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 14,877 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 the United States whose business descriptions match “financial planning companies” 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 68,628 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.

Financial planning companies by metro

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

How many financial planning companies are there based in the United States?

RevenueBase identified 14,877 company matches for financial planning companies associated with the 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning companies?

New York leads with 231 company records, followed by Houston (182) and Atlanta (156).

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 68,628 professional contacts with verified work emails tracked across these 14,877 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.