Company lists · Data refreshed September 2026

Top 25 Financial planning staffing agencies based in the United States

Name: Financial planning staffing agencies 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 1,713 companies tracked

RevenueBase identified 1,713 financial planning staffing agencies headquartered in the United States as of September 2026 and tracks 28,682 professional contacts across them, including 5,428 with verified work emails. New York is the largest hub.

This list covers financial planning staffing agencies 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

1,713Companies

28,682Contacts tracked

5,428Verified emails

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The 25 largest financial planning staffing agencies based in the United States

Ranked by team size

Top 25 of 1,713 financial planning staffing agencies 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 staffing agencies: 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 28, 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 28, 2026
2	QPS Employment Group	Partial evidence	Brookfield, WI, United StatesHQ checked Sep 28, 2026	201-500	1,019 contacts →
	Partial evidence “Founded in 1985, QPS Employment Group has grown from a two-person operation to one of the nation's leading staffing and recruiting firms, with more than 300 internal employees…” Source: RevenueBase Database · checked Sep 28, 2026
3	Accounting & Finance Professionals	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	n/a	973 contacts →
	Partial evidence “With over a decade of experience, we specialize in Finance, Accounting, Administrative, and Executive staffing markets.” Source: RevenueBase Database · checked Sep 28, 2026
4	Career Strategies	Partial evidence	Round Rock, TX, United StatesHQ checked Sep 28, 2026	n/a	955 contacts →
	Partial evidence “Career Strategies is a full service staffing firm specializing in Property Management, Healthcare and Professional Services recruitment.” Source: RevenueBase Database · checked Sep 28, 2026
5	H.P. Associates, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	869 contacts →
	Indirect evidence “H.P.” Source: RevenueBase Database · checked Sep 28, 2026
6	Elite Network	Indirect evidence	San Francisco Bay, CA, United StatesHQ checked Sep 28, 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 28, 2026
7	Primary Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	n/a	766 contacts →
	Partial evidence “Primary Services provides job opportunities for Accounting/Financial, Information Technology, HR, Recruiting, Marketing, Procurement, Call Center and Administrative professionals.” Source: RevenueBase Database · checked Sep 28, 2026
8	Cornerstone Staffing	Partial evidence	Southlake, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	502 contacts →
	Partial evidence “CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991 and the Phoenix-Tempe area since 2019.” Source: RevenueBase Database · checked Sep 28, 2026
9	Cps, INC	Indirect evidence	Westchester, IL, United StatesHQ checked Sep 28, 2026	51-200	410 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
10	Stevendouglas	Indirect evidence	Sunrise, FL, United StatesHQ checked Sep 28, 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 28, 2026
11	Century Group	Partial evidence	El Segundo, CA, United StatesHQ checked Sep 28, 2026	51-200	343 contacts →
	Partial 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 28, 2026
12	Ascendo Resources	Strong evidence	Coral Gables, FL, United StatesHQ checked Sep 28, 2026	201-500	322 contacts →
	Strong 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 28, 2026
13	Connect Search, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	310 contacts →
	Partial evidence “Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.” Source: RevenueBase Database · checked Sep 28, 2026
14	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 28, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 28, 2026
15	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
16	Ledgent	Partial evidence	Orange, CA, United StatesHQ checked Sep 28, 2026	201-500	248 contacts →
	Partial 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 28, 2026
17	Madison-Davis, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	221 contacts →
	Strong evidence “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Source: RevenueBase Database · checked Sep 28, 2026
18	Forest Hills Financial Group	Partial evidence	Melville, NY, United StatesHQ checked Sep 28, 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 28, 2026
19	6 Degrees Group	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 28, 2026	n/a	193 contacts →
	Indirect evidence “We are a locally owned, full-service accounting and finance placement firm matching top Atlanta employers with skilled professionals.” Source: RevenueBase Database · checked Sep 28, 2026
20	Lowes Home Improvement	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	51-200	177 contacts →
	Partial evidence “Man Mur Shoe Shop is a staffing and recruiting company based out of 2704 Hillsborough St, Raleigh, North Carolina, United States.” Source: RevenueBase Database · checked Sep 28, 2026
21	Associate Staffing	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	201-500	166 contacts →
	Strong 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 28, 2026
22	Rita Staffing	Partial evidence	Lakeland, FL, United StatesHQ checked Sep 28, 2026	11-50	145 contacts →
	Partial evidence “Since 1973, Rita Staffing has served as a strategic staffing partner for employers throughout Central Florida.” Source: RevenueBase Database · checked Sep 28, 2026
23	CPI	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
24	Abbott & Associates Inc.	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	n/a	140 contacts →
	Partial evidence “Abbott & Associates is a certified Woman-Owned and Emerging Small Business specializing in full service staffing for the healthcare, dental, administrative/office, accounting and…” Source: RevenueBase Database · checked Sep 28, 2026
25	Hired By Matrix, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	135 contacts →
	Indirect evidence 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 staffing agencies. 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 staffing agencies.
Partial evidence: Its own public description names part of financial planning staffing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning staffing agencies. 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 1,713 financial planning staffing agencies based in the United States

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Financial planning staffing agencies based in the United States at a glance

As of Sep 28, 2026

18.9%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

6.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,127

11-50

402

51-200

123

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 1,713 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 staffing agencies, 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 staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 5,428 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 staffing agencies 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 staffing agencies, 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 staffing agencies are there based in the United States?

RevenueBase identified 1,713 financial planning staffing agencies 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 staffing agencies?

New York leads with 111 headquartered companies, followed by Houston (43) and Atlanta (42).

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 5,428 verified decision-maker contacts tracked across these 1,713 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.