Company lists · Data refreshed September 2026

Top 18 Financial planning outsourcing companies based in Cleveland, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 40 companies tracked

RevenueBase identified 40 company matches for financial planning outsourcing companies associated with Cleveland, United States as of September 2026 and tracks 939 professional contacts across them, including 471 with verified work emails. Across the United States, New York is the largest hub for this category (241 companies); Cleveland has 40.

This list covers company matches for financial planning outsourcing companies associated with Cleveland, 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 28, 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 28, 2026 How this list was built

40Companies

939Contacts tracked

471Verified emails

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The 18 largest financial planning outsourcing companies based in Cleveland, United States

Ranked by team size

Top 18 of 40 company matches for financial planning outsourcing companies based in Cleveland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Vantage Financial Group, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	51-200	81 contacts →
	Exact match “Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Marcum Wealth	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	51-200	18 contacts →
	Exact match “At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Oswald Financial, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Mcdonald Partners	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	51-200	17 contacts →
	Exact match “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Lakefront Capital	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Beacon Financial Group, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Financial Services” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Omega Pensions, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Since 1985, Omega Pensions, Inc, an independent consulting, administrative, and wealth management firm, has provided business owners, managers, and their advisors with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Accounting Business Services	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Accounting Business Services provides a wide range of services to individuals and businesses in a variety of industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Onpoint Wealth Partners	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Davenport Wealth Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Endeavor Wealth Advisors	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Endeavor Wealth Advisors is an independent, local financial planning firm with access to world-class planning tools and research, and experienced advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Zuber Gardner Cpas INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Zuber Gardner CPAs Inc is a full-service accounting and tax planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Blueprint Financial Corporation	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Firefly Wealth Management, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	JP TAX Service And Accounting	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At JP Tax Service and Accounting, we are more than just numbers-we are your trusted partner in financial success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Gainspoletti Financial Services	Exact match	Cleveland, MS, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	London Oxford TAX Services	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “London Oxford Tax Services is a tax planning, tax preparation, and business advisory firm providing a full range of services for individuals & businesses.” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing companies”. 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 40 financial planning outsourcing companies based in Cleveland, United States

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Financial planning outsourcing companies based in Cleveland, United States at a glance

As of Sep 28, 2026

50.2%Verified-email coverage

23.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 40 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 Cleveland, United States whose business descriptions match “financial planning outsourcing companies” 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 471 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 28, 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 outsourcing companies 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 outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there based in Cleveland, United States?

RevenueBase identified 40 company matches for financial planning outsourcing companies associated with Cleveland, 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?

MAI Capital Management 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 outsourcing companies?

New York leads the United States with 241 company records, followed by Houston (176) and Atlanta (161). Cleveland has 40.

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 471 professional contacts with verified work emails tracked across these 40 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 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 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.