Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 15,223 companies tracked

RevenueBase identified 15,223 financial planning outsourcing companies headquartered in the United States as of September 2026 and tracks 159,253 professional contacts across them, including 61,784 with verified work emails. New York is the largest hub.

This list covers financial planning outsourcing companies 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 28, 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 28, 2026 86% judged on-target in blind review

15,223Companies

159,253Contacts tracked

61,784Verified emails

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The 25 largest financial planning outsourcing companies based in the United States

Ranked by team size

Top 25 of 15,223 financial planning outsourcing companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning outsourcing companies: 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 28, 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 28, 2026
2	Transamerica	Indirect evidence	Baltimore, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	11,582 contacts →
	Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 28, 2026
3	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 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 28, 2026
4	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 28, 2026
5	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
6	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 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 28, 2026
7	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 28, 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 28, 2026
8	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
9	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 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 28, 2026
10	HBK Cpas & Consultants	Partial evidence	Canfield, OH, United StatesHQ checked Sep 28, 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 28, 2026
11	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 28, 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 28, 2026
12	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 28, 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 28, 2026
13	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 28, 2026
14	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 28, 2026
15	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
16	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 28, 2026
17	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	501-1,000	446 contacts →
	Partial evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 28, 2026
18	Aldrich	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	201-500	410 contacts →
	Partial evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
19	Raymond James & Associates, INC	Strong evidence	Saint Petersburg, FL, United StatesHQ checked Sep 28, 2026	10001+	404 contacts →
	Strong evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
20	Westpoint Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	201-500	390 contacts →
	Partial evidence “Our mission at WestPoint Financial Group is simple.” Source: RevenueBase Database · checked Sep 28, 2026
21	Sequoia Financial Group	Strong evidence	Akron, OH, United StatesHQ checked Sep 28, 2026	201-500	388 contacts →
	Strong evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 28, 2026
22	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 28, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 28, 2026
23	Allworth Financial	Partial evidence	Folsom, CA, United StatesHQ checked Sep 28, 2026	201-500	364 contacts →
	Partial evidence “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Source: RevenueBase Database · checked Sep 28, 2026
24	Huntington Financial Advisors	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1,001-5,000	357 contacts →
	Partial evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 28, 2026
25	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 28, 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 outsourcing companies. 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 outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. 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 15,223 financial planning outsourcing companies based in the United States

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Financial planning outsourcing companies based in the United States at a glance

As of Sep 28, 2026

38.8%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11,793

11-50

2,825

51-200

412

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 15,223 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 outsourcing companies, 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 outsourcing companies”. 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 outsourcing companies), 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 outsourcing companies, 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, 61,784 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 28, 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 outsourcing companies 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 outsourcing companies, 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 outsourcing companies are there based in the United States?

RevenueBase identified 15,223 financial planning outsourcing companies 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 outsourcing companies?

New York leads with 238 headquartered companies, followed by Houston (176) and Atlanta (161).

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 61,784 verified decision-maker contacts tracked across these 15,223 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 28, 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.