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 financial planning recruiters headquartered in 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 financial planning recruiters 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 20, 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 20, 2026 86% judged on-target in blind review

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 financial planning recruiters based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning recruiters: 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	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 20, 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 20, 2026
2	H.P. Associates, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	869 contacts →
	Indirect evidence “H.P.” Source: RevenueBase Database · checked Sep 20, 2026
3	Elite Network	Indirect evidence	San Francisco Bay, CA, United StatesHQ checked Sep 20, 2026	n/a	841 contacts →
	Indirect evidence “Elite Network is a recruiting firm specializing in accounting and finance, with deep roots in the Bay Area and clients across the country.” Source: RevenueBase Database · checked Sep 20, 2026
4	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
5	Cps, INC	Indirect evidence	Westchester, IL, United StatesHQ checked Sep 20, 2026	51-200	410 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
6	Raymond James & Associates, INC	Strong evidence	Saint Petersburg, FL, United StatesHQ checked Sep 20, 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 20, 2026
7	Stevendouglas	Indirect evidence	Sunrise, FL, United StatesHQ checked Sep 20, 2026	201-500	372 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 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 20, 2026
9	Century Group	Indirect evidence	El Segundo, CA, United StatesHQ checked Sep 20, 2026	51-200	343 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
10	Ascendo Resources	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	201-500	322 contacts →
	Partial evidence “Ascendo Resources is a certified minority owned award-winning staffing and consulting firm that places quality accounting, financial services, banking, compliance, healthcare…” Source: RevenueBase Database · checked Sep 20, 2026
11	Atlas Search	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	322 contacts →
	Indirect evidence “Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, front office, middle office, technology, healthcare, clinical research, human resources, and…” Source: RevenueBase Database · checked Sep 20, 2026
12	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 20, 2026	51-200	263 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
13	Ledgent	Indirect evidence	Orange, CA, United StatesHQ checked Sep 20, 2026	201-500	248 contacts →
	Indirect evidence “Ledgent Finance & Accounting, a business line of Roth Staffing Companies, provides temporary, temporary-to-hire, direct hire, and executive search services for finance and…” Source: RevenueBase Database · checked Sep 20, 2026
14	Madison-Davis, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	221 contacts →
	Partial evidence “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Source: RevenueBase Database · checked Sep 20, 2026
15	Financial Growth Partners	Strong evidence	Hunt Valley, MD, United StatesHQ checked Sep 20, 2026	51-200	215 contacts →
	Strong evidence “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Source: RevenueBase Database · checked Sep 20, 2026
16	Forest Hills Financial Group	Partial evidence	Melville, NY, United StatesHQ checked Sep 20, 2026	51-200	213 contacts →
	Partial evidence “Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Source: RevenueBase Database · checked Sep 20, 2026
17	Contemporary Staffing Solutions	Indirect evidence	Moorestown, NJ, United StatesHQ checked Sep 20, 2026	51-200	205 contacts →
	Indirect evidence “Contemporary Staffing Solutions (CSS) is a national staffing & recruitment organization specializing in niche recruitment in various industries since 1994.” Source: RevenueBase Database · checked Sep 20, 2026
18	Massmutual Greater Washington	Indirect evidence	Rockville, MD, United StatesHQ checked Sep 20, 2026	51-200	179 contacts →
	Indirect evidence “At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Source: RevenueBase Database · checked Sep 20, 2026
19	The Jonus Group	Indirect evidence	Wayne, PA, United StatesHQ checked Sep 20, 2026	51-200	176 contacts →
	Indirect evidence “The Jonus Group is an insurance-only, full-service recruiting firm that offers both direct hire and contract hire services.” Source: RevenueBase Database · checked Sep 20, 2026
20	Sagespring Wealth Partners	Strong evidence	Franklin, TN, United StatesHQ checked Sep 20, 2026	51-200	171 contacts →
	Strong evidence “SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
21	Associate Staffing	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 20, 2026	201-500	166 contacts →
	Partial evidence “Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, and mid-market firms nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
22	Trilogy Financial	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Strong evidence “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
23	Massmutual Carolinas	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Indirect evidence “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Source: RevenueBase Database · checked Sep 20, 2026
24	CPI	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	143 contacts →
	Indirect evidence “Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 20, 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 recruiters. 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 recruiters.
Partial evidence: Its own public description names part of financial planning recruiters, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning recruiters. 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 3,559 financial planning recruiters based in the United States

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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)

5.1%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

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 recruiters, 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 recruiters”. 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 recruiters), 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 recruiters, 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, 9,637 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 20, 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 recruiters 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 recruiters, 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 recruiters are there based in the United States?

RevenueBase identified 3,559 financial planning recruiters 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?

Goldman Sachs Ayco, headquartered in Cohoes, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

New York leads with 181 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 9,637 verified decision-maker contacts tracked across these 3,559 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 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 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.