Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 3,559 companies tracked

RevenueBase identified 3,559 company matches for financial planning recruiters associated with the United States as of September 2026 and tracks 35,853 professional contacts across them, including 9,637 with verified work emails. New York is the largest hub.

This list covers company matches for financial planning recruiters associated with the 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 20, 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 20, 2026 How this list was built

3,559Companies

35,853Contacts tracked

9,637Verified emails

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The 25 largest financial planning recruiters based in the United States

Ranked by team size

Top 25 of 3,559 company matches for financial planning recruiters based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,452 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	H.P. Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	869 contacts →
	Exact match “H.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Elite Network	Exact match	San Francisco Bay, CA, United StatesHQ recorded Sep 20, 2026	n/a	841 contacts →
	Exact match “Elite Network is a recruiting firm specializing in accounting and finance, with deep roots in the Bay Area and clients across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Cps, INC	Exact match	Westchester, IL, United StatesHQ recorded Sep 20, 2026	51-200	410 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 20, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Stevendouglas	Exact match	Sunrise, FL, United StatesHQ recorded Sep 20, 2026	201-500	372 contacts →
	Exact match “Since 1983, StevenDouglas has established itself as a recognized leader in providing access to top talent, driven by highly tenured and experienced professionals committed to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Century Group	Exact match	El Segundo, CA, United StatesHQ recorded Sep 20, 2026	51-200	343 contacts →
	Exact match “Century Group is an executive recruiting and professional staffing firm providing top-tier accounting, finance and human resources talent to start-up, mid-market and Fortune 500…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Ascendo Resources	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 20, 2026	201-500	322 contacts →
	Exact match “Ascendo Resources is a certified minority owned award-winning staffing and consulting firm that places quality accounting, financial services, banking, compliance, healthcare…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Atlas Search	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	322 contacts →
	Exact match “Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, front office, middle office, technology, healthcare, clinical research, human resources, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Ledgent	Exact match	Orange, CA, United StatesHQ recorded Sep 20, 2026	201-500	248 contacts →
	Exact match “Ledgent Finance & Accounting, a business line of Roth Staffing Companies, provides temporary, temporary-to-hire, direct hire, and executive search services for finance and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Madison-Davis, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	221 contacts →
	Exact match “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Forest Hills Financial Group	Exact match	Melville, NY, United StatesHQ recorded Sep 20, 2026	51-200	213 contacts →
	Exact match “Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Contemporary Staffing Solutions	Exact match	Moorestown, NJ, United StatesHQ recorded Sep 20, 2026	51-200	205 contacts →
	Exact match “Contemporary Staffing Solutions (CSS) is a national staffing & recruitment organization specializing in niche recruitment in various industries since 1994.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Massmutual Greater Washington	Exact match	Rockville, MD, United StatesHQ recorded Sep 20, 2026	51-200	179 contacts →
	Exact match “At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	The Jonus Group	Exact match	Wayne, PA, United StatesHQ recorded Sep 20, 2026	51-200	176 contacts →
	Exact match “The Jonus Group is an insurance-only, full-service recruiting firm that offers both direct hire and contract hire services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Sagespring Wealth Partners	Exact match	Franklin, TN, United StatesHQ recorded Sep 20, 2026	51-200	171 contacts →
	Exact match “SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Associate Staffing	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	201-500	166 contacts →
	Exact match “Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, and mid-market firms nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	CPI	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	143 contacts →
	Exact match “Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 20, 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 recruiters”. 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 3,559 financial planning recruiters based in the United States

See the full list, filter by size, metro and specialty, and access 9,637 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning recruiters based in the United States at a glance

As of Sep 20, 2026

26.9%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

5.2%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

2,649

11-50

706

51-200

154

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 3,559 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 the United States whose business descriptions match “financial planning recruiters” 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 9,637 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 20, 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 recruiters by metro

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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there based in the United States?

RevenueBase identified 3,559 company matches for financial planning recruiters associated with the 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?

Goldman Sachs Ayco tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning recruiters?

New York leads with 186 company records, followed by Atlanta (63) and Houston (60).

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 9,637 professional contacts with verified work emails tracked across these 3,559 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 20, 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.