Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Mexico

Name: Financial planning consulting firms based in Mexico
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 471 companies tracked

RevenueBase identified 471 company matches for financial planning consulting firms associated with Mexico as of September 2026 and tracks 2,263 professional contacts across them, including 125 with verified work emails and 16 with mobile numbers. Mexico City is the largest hub.

This list covers company matches for financial planning consulting firms associated with Mexico, 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 September 30, 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 Sep 30, 2026 How this list was built

471Companies

2,263Contacts tracked

125Verified emails

16Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning consulting firms based in Mexico

Ranked by team size

Top 25 of 471 company matches for financial planning consulting firms based in Mexico, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Garrido Licona Y Asociados S.C	Exact match	México, MexicoHQ recorded Sep 30, 2026	201-500	233 contacts →
	Exact match “Nuestra misión es brindar asesoría fiscal, legal, financiera y de negocios a empresas nacionales e internacionales y nos caracterizamos por lograr “Resultados Óptimos” y brindar…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	International Advisor LTD	Exact match	Polanco, MexicoHQ recorded Sep 30, 2026	11-50	93 contacts →
	Exact match “International Advisors is an independant firm of International Financial Advisors.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Finestra Cultura Financiera	Exact match	Zapopan Jalisco, MexicoHQ recorded Sep 30, 2026	51-200	87 contacts →
	Exact match “FINESTRA es una empresa de consultoría financiera enfocada a lograr el éxito financiero de sus clientes.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Sigmacap	Exact match	Doctores, MexicoHQ recorded Sep 30, 2026	501-1,000	29 contacts →
	Exact match “Cada día es más y más complicado encontrar un consultor que vele por tus intereses y no por los intereses económicos.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Trabado 360	Exact match	MexicoHQ recorded Sep 30, 2026	11-50	27 contacts →
	Exact match “Consultoría de Planeación Financiera Integral, con gran prestigio y altos estándares de desempeño, calidad y capacitación, enfocada a realizar análisis especializados…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Invervá Soluciones	Exact match	Mexico City, MexicoHQ recorded Sep 30, 2026	51-200	21 contacts →
	Exact match “Somos un grupo de asesores financieros independientes que se encargan de orientar y/o preparar económicamente a la gente para cuando más lo necesita, nuestra meta es brindarle las…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Elan Protección Patrimonial	Exact match	Zapopan, MexicoHQ recorded Sep 30, 2026	11-50	20 contacts →
	Exact match “ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Aptia Bienestar Financiero	Exact match	México, MexicoHQ recorded Sep 30, 2026	11-50	20 contacts →
	Exact match “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Realigo	Exact match	San Pedro Garza Garcia, MexicoHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	LOS 7 Dogos	Exact match	Tlajomulco, MexicoHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “Negocio Propio” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Mapeg Consultores	Exact match	Miguel Hidalgo, MexicoHQ recorded Sep 30, 2026	11-50	11 contacts →
	Exact match “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	WLT Partners	Exact match	Miguel Hidalgo, MexicoHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Buhox W	Exact match	Monterrey, MexicoHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “Asesores en Inversiones \| Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	SFA Consultores SC	Exact match	Federal District, MexicoHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “SFA is a financial consulting firm established at the beginning of 1997, specializing in Mergers, Acquisitions, Private Equity Placements and Corporate Finance.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Atman Financial Consultancy	Exact match	Mexico D.f, MexicoHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	neek.mx	Exact match	Monterrey, MexicoHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Neek es un servicio de asesoría especializada en finanzas personales, buscando crear un estilo de vida que te permita lograr metas a largo plazo, aprovechando los beneficios de…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Grupo Mtzb	Exact match	Naucalpan, MexicoHQ recorded Sep 30, 2026	201-500	6 contacts →
	Exact match “Hands on investment firm” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	OAV Consultores	Exact match	Guadalajara, MexicoHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “En OAV Consultores, estamos comprometidos con el crecimiento sostenido de nuestros clientes, ofreciendo asesorías integrales que deriven en la optimización de sus recursos…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	R2 Responsible Research	Exact match	Álvaro Obregón, MexicoHQ recorded Sep 30, 2026	11-50	5 contacts →
	Exact match “Founded in México in 2016 by experienced professionals, R^2 Responsible Research specializes in providing financial advisory, valuation services, investor relations advisory as…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Vidaplan	Exact match	Granada, MexicoHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Ghana-Planning	Exact match	Mexico City, MexicoHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Somos un despacho certificado por CNSF especializado en brindar asesoría de alto nivel en finanzas personales, y patrimoniales.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Avere Fiducia	Exact match	Chihuahua, MexicoHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Avere Fiducia es una consultoría de negocios con amplia experiencia en: •Contabilidad •Impuestos Corporativos •Servicios Legales •Proyectos de Inversión •Finanzas Corporativas” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Pragmus MX	Exact match	MexicoHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Private Consulting in business optimization IT, Comercial and administration advisor Personal Finance Advisor” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Idea Y Estrategia Consultores	Exact match	Mexico City, MexicoHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Somos un grupo de profesionales con socios que tienen más de 30 años de experiencia en el sector financiero asesorando desde startups, pymes, pequeñas, medianas y grandes…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Waspert Consultoría Financiera	Exact match	MexicoHQ recorded Sep 30, 2026	11-50	3 contacts →
	Exact match “Somos una empresa dedicada a la asesoría de personas físicas y morales en la contratación y manejo de seguros, fianzas, fondos de inversión, impuestos, productos bancarios y Afore.” Recorded in the RevenueBase company graph · Sep 30, 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 consulting firms”. 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 471 financial planning consulting firms based in Mexico

See the full list, filter by size, metro and specialty, and access 125 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial planning consulting firms based in Mexico at a glance

As of Sep 30, 2026

5.5%Verified-email coverage

0.7%Mobile-number coverage

4.8Average contacts per company

1-10Median size (employees)

25.7%Largest-city concentration · Mexico City

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

301

11-50

137

51-200

201-500

501-1,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

390–30

8231–60

161–90

090–180

3180+

Company record updated

Median 98.0d

00–30

6431–60

72161–90

1,36090–180

126180+

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 Mexico whose business descriptions match “financial planning consulting firms” 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 125 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 September 30, 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 consulting firms by metro

Financial planning consulting firms in Mexico City121

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Mexico?

RevenueBase identified 471 company matches for financial planning consulting firms associated with Mexico as of September 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?

Garrido Licona Y Asociados S.C tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Mexico City leads with 121 company records, followed by Mexico (30) and Guadalajara (25).

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 125 professional contacts with verified work emails tracked across these 471 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 September 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 471 financial planning consulting firms based in Mexico. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning consulting firms by geography

Browse the directory

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.