Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 21,205 companies tracked

RevenueBase identified 21,205 financial planning consulting firms headquartered in the United States as of September 2026 and tracks 235,581 professional contacts across them, including 97,180 with verified work emails and 107,434 with mobile numbers. New York is the largest hub.

This list covers financial planning consulting firms 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 30, 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 30, 2026 86% judged on-target in blind review

21,205Companies

235,581Contacts tracked

97,180Verified emails

107,434Mobile numbers

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The 25 largest financial planning consulting firms based in the United States

Ranked by team size

Top 25 of 21,205 financial planning consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting firms: 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 30, 2026
2	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 30, 2026	5,001-10,000	24,283 contacts →
	Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 30, 2026
3	CLA Cliftonlarsonallen	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 30, 2026	5,001-10,000	9,567 contacts →
	Partial evidence “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Source: RevenueBase Database · checked Sep 30, 2026
4	Equitable	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	5,001-10,000	3,090 contacts →
	Partial evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 30, 2026
5	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 30, 2026
6	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 30, 2026
7	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 30, 2026
8	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 30, 2026
9	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 30, 2026
10	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 30, 2026
11	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,482 contacts →
	Partial evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 30, 2026
12	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,452 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
13	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 30, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 30, 2026
14	Focus Partners	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,249 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 30, 2026
15	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 30, 2026
16	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 30, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 30, 2026
17	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 30, 2026	1,001-5,000	645 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 30, 2026
18	HBK Cpas & Consultants	Partial evidence	Canfield, OH, United StatesHQ checked Sep 30, 2026	501-1,000	641 contacts →
	Partial evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 30, 2026
19	Moneta	Indirect evidence	Clayton, MO, United StatesHQ checked Sep 30, 2026	501-1,000	586 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
20	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 30, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 30, 2026
21	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 30, 2026	501-1,000	573 contacts →
	Strong evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 30, 2026
22	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 30, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 30, 2026
23	Creative Planning Business Services	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1,001-5,000	539 contacts →
	Partial evidence “As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country.” Source: RevenueBase Database · checked Sep 30, 2026
24	Five Rings Financial, LLC	Partial evidence	Littleton, CO, United StatesHQ checked Sep 30, 2026	501-1,000	537 contacts →
	Partial evidence “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Source: RevenueBase Database · checked Sep 30, 2026
25	BMO Wealth Management - U.S	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 30, 2026	5,001-10,000	534 contacts →
	Indirect evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 30, 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 planning consulting firms. 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 planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting firms. 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 21,205 financial planning consulting firms based in the United States

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Financial planning consulting firms based in the United States at a glance

As of Sep 30, 2026

41.3%Verified-email coverage

45.6%Mobile-number coverage

11.1Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

16,282

11-50

4,006

51-200

638

201-500

127

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

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

Email last verified

Median 32.0d

27,3330–30

66,04631–60

3,15161–90

5190–180

560180+

Company record updated

Median 88.0d

00–30

51,40531–60

67,86361–90

101,87690–180

14,279180+

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 planning consulting firms, 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 planning consulting firms”. 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 planning consulting firms), 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 planning consulting firms, 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, 97,180 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 30, 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 planning consulting firms by metro

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 planning consulting firms, 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 planning consulting firms are there based in the United States?

RevenueBase identified 21,205 financial planning consulting firms 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial planning consulting firms?

New York leads with 424 headquartered companies, followed by Houston (278) and Atlanta (231).

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 97,180 verified decision-maker contacts tracked across these 21,205 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 30, 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.