Company lists · Data refreshed September 2026

Top 25 Financial planning software companies for advisors based in the United States

Name: Financial planning software companies for advisors 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 2,390 companies tracked

RevenueBase identified 2,390 financial planning software companies for advisors headquartered in the United States as of September 2026 and tracks 26,259 professional contacts across them, including 10,560 with verified work emails. New York is the largest hub.

This list covers financial planning software companies for advisors 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

2,390Companies

26,259Contacts tracked

10,560Verified emails

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The 25 largest financial planning software companies for advisors based in the United States

Ranked by team size

Top 25 of 2,390 financial planning software companies for advisors 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 software companies for advisors: 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	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 28, 2026
4	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Indirect evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
5	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
6	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 28, 2026
9	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 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 28, 2026
10	Financial Engines	Strong evidence	Sunnyvale, CA, United StatesHQ checked Sep 28, 2026	501-1,000	196 contacts →
	Strong evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 28, 2026
11	Nitrogen	Strong evidence	Auburn, CA, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Strong evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 28, 2026
12	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
13	Rightcapital	Strong evidence	Shelton, CT, United StatesHQ checked Sep 28, 2026	51-200	148 contacts →
	Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 28, 2026
14	Focus Financial Network, INC	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	201-500	145 contacts →
	Strong evidence “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Source: RevenueBase Database · checked Sep 28, 2026
15	Signal Advisors	Partial evidence	Detroit, MI, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Partial evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 28, 2026
16	Broadridge Advisor Solutions	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	134 contacts →
	Strong evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 28, 2026
17	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 28, 2026
18	Myvest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	121 contacts →
	Indirect evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 28, 2026
19	RANGE	Partial evidence	Mclean, VA, United StatesHQ checked Sep 28, 2026	51-200	113 contacts →
	Partial evidence “Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Source: RevenueBase Database · checked Sep 28, 2026
20	JFS Wealth Advisors	Strong evidence	Hermitage, PA, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Strong evidence “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Source: RevenueBase Database · checked Sep 28, 2026
21	Krilogy	Indirect evidence	Creve Coeur, MO, United StatesHQ checked Sep 28, 2026	51-200	88 contacts →
	Indirect evidence “The team you choose matters.” Source: RevenueBase Database · checked Sep 28, 2026
22	Envestnet Moneyguide	Partial evidence	Powhatan, VA, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Partial evidence “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
23	Voyant	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Indirect evidence “Voyant is revolutionizing the wealth client experience.” Source: RevenueBase Database · checked Sep 28, 2026
24	EFS Advisors	Partial evidence	Cambridge, MN, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “Navigating Your Financial Future.” Source: RevenueBase Database · checked Sep 28, 2026
25	Root Financial	Indirect evidence	Encinitas, CA, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Indirect evidence “We help you get the most out of life with your money.” 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 software companies for advisors. 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 software companies for advisors.
Partial evidence: Its own public description names part of financial planning software companies for advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software companies for advisors. 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 2,390 financial planning software companies for advisors based in the United States

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Financial planning software companies for advisors based in the United States at a glance

As of Sep 28, 2026

40.2%Verified-email coverage

11.0Average 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

1,828

11-50

432

51-200

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 2,390 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 software companies for advisors, 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 software companies for advisors”. 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 software companies for advisors), 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 software companies for advisors, 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, 10,560 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 software companies for advisors by metro

Financial planning software companies for advisors in New York38

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 software companies for advisors, 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 software companies for advisors are there based in the United States?

RevenueBase identified 2,390 financial planning software companies for advisors 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?

Envestnet, headquartered in Berwyn, tops this list with the largest team on record.

Which city has the most financial planning software companies for advisors?

New York leads with 38 headquartered companies, followed by Chicago (23) and Houston (23).

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 10,560 verified decision-maker contacts tracked across these 2,390 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.