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 company matches for financial planning consulting firms associated with 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 company matches for financial planning consulting firms 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 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

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 company matches for financial planning consulting firms based in the United States, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 30, 2026	5,001-10,000	24,283 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 · Sep 30, 2026 · View company records in RevenueBase
3	CLA Cliftonlarsonallen	Exact match	Bellevue, WA, United StatesHQ recorded Sep 30, 2026	5,001-10,000	9,567 contacts →
	Exact match “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,663 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,452 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 · Sep 30, 2026 · View company records in RevenueBase
13	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 30, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	883 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 30, 2026	n/a	810 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 · Sep 30, 2026 · View company records in RevenueBase
17	U.S. Bancorp Investments, INC	Exact match	S St Paul, MN, United StatesHQ recorded Sep 30, 2026	1,001-5,000	645 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	HBK Cpas & Consultants	Exact match	Canfield, OH, United StatesHQ recorded Sep 30, 2026	501-1,000	641 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Sep 30, 2026	501-1,000	586 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 · Sep 30, 2026 · View company records in RevenueBase
20	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 30, 2026	501-1,000	573 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 30, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Creative Planning Business Services	Exact match	Overland Park, KS, United StatesHQ recorded Sep 30, 2026	1,001-5,000	539 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Five Rings Financial, LLC	Exact match	Littleton, CO, United StatesHQ recorded Sep 30, 2026	501-1,000	537 contacts →
	Exact match “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” 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 21,205 financial planning consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 97,180 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 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 97,180 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

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 the United States?

RevenueBase identified 21,205 company matches for financial planning consulting firms associated with the United States 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?

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 consulting firms?

New York leads with 424 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 97,180 professional contacts with verified work emails tracked across these 21,205 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.

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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.