Company lists · Data refreshed September 2026

Top 18 Financial planning consulting firms based in Farmington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 25 companies tracked

RevenueBase identified 25 company matches for financial planning consulting firms associated with Farmington, United States as of September 2026 and tracks 199 professional contacts across them, including 136 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Farmington has 25.

This list covers company matches for financial planning consulting firms associated with Farmington, 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

25Companies

199Contacts tracked

136Verified emails

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The 18 largest financial planning consulting firms based in Farmington, United States

Ranked by team size

Top 18 of 25 company matches for financial planning consulting firms based in Farmington, 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	Connecticut Wealth Management, LLC	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	51-200	103 contacts →
	Exact match “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	First State Financial Management	Exact match	Farmington, MO, United StatesHQ recorded Sep 30, 2026	11-50	13 contacts →
	Exact match “Since 1985, First State Financial Management has been helping the communities of southeast Missouri achieve financial success.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	RGB Financial	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	13 contacts →
	Exact match “RGB is committed to helping our clients navigate an objective, customized, and clear course to foster long-term financial independence through comprehensive financial planning and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Wmgna, LLC	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “At WMGNA, we start where true financial success begins-with your tax strategy.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Sagebroadview Wealth Management, LLC	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “We’re a Fee-Only, wealth management firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Cowen TAX Advisory Group	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Cowen Tax Advisory Group: Caring for Your Financial Future for Over 40 Years Founded in 1978, Cowen Tax Advisory Group is a family-owned financial planning company located in…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Medallion Wealth Advisors, LLC	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Medallion Wealth Advisors (MWA) is an independent investment advisory firm which is dedicated to providing high quality advice, research and service.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Aerial Wealth Advisors &partners	Exact match	Farmington, NM, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “At Aerial Wealth Advisors, our goal is to offer financial insights.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Mooshi Wealth Planning & Management	Exact match	Farmington, MI, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Joseph Mooshi is founder, Managing Director and Wealth Advisor with Mooshi Wealth Planning & Management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Richard Black CPA	Exact match	Farmington, MO, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Valenti Wealth Management	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Valenti Wealth Management is a financial services company based out of 3 Forest Park Drive, in Farmington, Connecticut.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Three Peaks Wealth Management	Exact match	Farmington, UT, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Tactical Investment Management, Comprehensive Financial Planning, Retirement Planning, Income Solutions, Estate & Wealth Transfer Advise” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Howell & Associates CPA Firm, Pllc	Exact match	Farmington, MI, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Budgeting and Forecasting Our goal is to help our individual clients reach their financial aspirations; weather it's buying a car for a first time, or mortgaging a second home.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Levin, Bengtson & Smith, P.C	Exact match	Farmington, CT, United StatesHQ recorded Sep 30, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Hafner Financial Services PC	Exact match	Farmington, MO, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Summit View Financial, LLC	Exact match	Farmington, UT, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “If you decided to climb a tall mountain, would you attempt to climb alone?” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Alloy Accounting LLC	Exact match	Farmington, UT, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “We consolidate your business and personal finances into action items meant to help you prosper and sleep better at night.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Rock House Financial	Exact match	Farmington, UT, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Taming the complexity in your financial life Your life is busy and your financial life is complicated.” 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 18 of 25 financial planning consulting firms based in Farmington, United States

See the full list, filter by size, metro and specialty, and access 136 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Farmington, United States at a glance

As of Sep 30, 2026

68.3%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Farmington, so it is reported there. Company counts and contact totals on this page are exact for Farmington, over 25 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 Farmington, 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 136 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 in the United States

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 Farmington, United States?

RevenueBase identified 25 company matches for financial planning consulting firms associated with Farmington, 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?

Connecticut Wealth Management, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Farmington has 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 136 professional contacts with verified work emails tracked across these 25 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.