Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in New York, United States

Name: Financial planning outsourcing companies 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 28, 2026 238 companies tracked

RevenueBase identified 238 company matches for financial planning outsourcing companies associated with New York, United States as of September 2026 and tracks 40,278 professional contacts across them, including 14,800 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 outsourcing companies 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 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

238Companies

40,278Contacts tracked

14,800Verified emails

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The 25 largest financial planning outsourcing companies based in New York, United States

Ranked by team size

Top 25 of 238 company matches for financial planning outsourcing companies based in New York, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
2	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
4	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
5	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
8	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
9	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
11	Sourcedesk Global Private Limited	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	58 contacts →
	Exact match “We take the complication out of any business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
14	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
17	CFO Squad LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Retirable	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Sentinel Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	KBK Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “KBK Wealth Management is a full service independent financial consulting and wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Gaber Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” 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 25 of 238 financial planning outsourcing companies based in New York, United States

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

As of Sep 28, 2026

36.7%Verified-email coverage

169.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

157

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 238 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 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 14,800 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 New York, United States?

RevenueBase identified 238 company matches for financial planning outsourcing companies 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 outsourcing companies?

New York leads the United States with 241 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 14,800 professional contacts with verified work emails tracked across these 238 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.