Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 424 companies tracked

RevenueBase identified 424 financial planning consulting firms headquartered in New York, United States as of September 2026 and tracks 45,658 professional contacts across them, including 17,767 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial planning consulting firms headquartered in New York, 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

424Companies

45,658Contacts tracked

17,767Verified emails

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

The 25 largest financial planning consulting firms based in New York, United States

Ranked by team size

Top 25 of 424 financial planning consulting firms based in New York, 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	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
3	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
4	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
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 30, 2026
6	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 30, 2026
7	Strategies For Wealth	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	264 contacts →
	Strong evidence “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Source: RevenueBase Database · checked Sep 30, 2026
8	National Financial Network	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	247 contacts →
	Partial evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 30, 2026
9	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
10	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 30, 2026
11	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 30, 2026
12	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 30, 2026
13	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 30, 2026
14	Perelson Weiner LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	90 contacts →
	Indirect evidence “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Source: RevenueBase Database · checked Sep 30, 2026
15	Fifth Avenue Financial	Partial evidence	New York, United StatesHQ checked Sep 30, 2026	201-500	86 contacts →
	Partial evidence “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Source: RevenueBase Database · checked Sep 30, 2026
16	Ellevest	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	77 contacts →
	Partial evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 30, 2026
17	Altfest Personal Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	67 contacts →
	Indirect evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 30, 2026
18	Prosperity	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	52 contacts →
	Indirect evidence “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Source: RevenueBase Database · checked Sep 30, 2026
19	Massmutual Metro NEW York	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	51 contacts →
	Partial evidence “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 30, 2026
20	Park Avenue Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Strong evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 30, 2026
21	Pioneer Financial	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Strong evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 30, 2026
22	Andrew Garrett, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	42 contacts →
	Partial evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 30, 2026
23	Capital Management Group	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	40 contacts →
	Partial evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 30, 2026
24	Ehrenkranz Partners LP	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	39 contacts →
	Partial evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 30, 2026
25	Cornick Garber & Sandler LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	38 contacts →
	Indirect evidence “We listen to our clients.” 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 424 financial planning consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 17,767 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 30, 2026

38.9%Verified-email coverage

107.7Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

287

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 424 companies.

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 New York, 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 New York 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, 17,767 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 in the United States

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 New York, United States?

RevenueBase identified 424 financial planning consulting firms headquartered in New York, 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 in the United States has the most financial planning consulting firms?

New York leads the United States 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 17,767 verified decision-maker contacts tracked across these 424 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.

Ready to reach these companies? Verified emails and direct dials for all 424 financial planning consulting firms based in New York, United States. 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 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.