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 company matches for financial planning consulting firms associated with 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 company matches for financial planning consulting firms associated with New York, 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

424Companies

45,658Contacts tracked

17,767Verified emails

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

Ranked by team size

Top 25 of 424 company matches for financial planning consulting firms based in New York, 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	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
3	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
4	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
5	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	264 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	95 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	93 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	90 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Sep 30, 2026	201-500	86 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Ellevest	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	77 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	67 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	51 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	45 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	45 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Andrew Garrett, INC	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	42 contacts →
	Exact match “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Cornick Garber & Sandler LLP	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	38 contacts →
	Exact match “We listen to our clients.” 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 424 financial planning consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 17,767 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 New York, 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 17,767 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 New York, United States?

RevenueBase identified 424 company matches for financial planning consulting firms associated with New York, 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 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).

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 17,767 professional contacts with verified work emails tracked across these 424 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.