Company lists · Data refreshed September 2026
Top 25 Financial planning staffing agencies based in the United States
RevenueBase identified 1,713 company matches for financial planning staffing agencies associated with 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 company matches for financial planning staffing agencies 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 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.
The 25 largest financial planning staffing agencies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,019 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 973 contacts → | ||||
Exact match “With over a decade of experience, we specialize in Finance, Accounting, Administrative, and Executive staffing markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 955 contacts → | ||||
Exact match “Career Strategies is a full service staffing firm specializing in Property Management, Healthcare and Professional Services recruitment.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 869 contacts → | ||||
Exact match “H.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 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 28, 2026 · View company records in RevenueBase | |||||
| 7 | 766 contacts → | ||||
Exact match “Primary Services provides job opportunities for Accounting/Financial, Information Technology, HR, Recruiting, Marketing, Procurement, Call Center and Administrative professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 502 contacts → | ||||
Exact match “CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991 and the Phoenix-Tempe area since 2019.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 410 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 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 28, 2026 · View company records in RevenueBase | |||||
| 11 | 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 28, 2026 · View company records in RevenueBase | |||||
| 12 | 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 28, 2026 · View company records in RevenueBase | |||||
| 13 | 310 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 280 contacts → | ||||
Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 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 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 28, 2026 · View company records in RevenueBase | |||||
| 17 | 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 28, 2026 · View company records in RevenueBase | |||||
| 18 | 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 28, 2026 · View company records in RevenueBase | |||||
| 19 | 193 contacts → | ||||
Exact match “We are a locally owned, full-service accounting and finance placement firm matching top Atlanta employers with skilled professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 177 contacts → | ||||
Exact match “Man Mur Shoe Shop is a staffing and recruiting company based out of 2704 Hillsborough St, Raleigh, North Carolina, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 28, 2026 · View company records in RevenueBase | |||||
| 22 | 145 contacts → | ||||
Exact match “Since 1973, Rita Staffing has served as a strategic staffing partner for employers throughout Central Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 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 28, 2026 · View company records in RevenueBase | |||||
| 24 | 140 contacts → | ||||
Exact match “Abbott & Associates is a certified Woman-Owned and Emerging Small Business specializing in full service staffing for the healthcare, dental, administrative/office, accounting and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 135 contacts → | ||||
Exact match Recorded description not available. 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 staffing agencies”. 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 1,713 financial planning staffing agencies based in the United States
See the full list, filter by size, metro and specialty, and access 5,428 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning staffing agencies based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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
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 staffing agencies” 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 5,428 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 staffing agencies by metro
- Financial planning staffing agencies in New York114
- Financial planning staffing agencies in Houston43
- Financial planning staffing agencies in Atlanta42
- Financial planning staffing agencies in Chicago35
- Financial planning staffing agencies in Dallas35
- Financial planning staffing agencies in Boston29
- Financial planning staffing agencies in Los Angeles27
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 staffing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning staffing agencies are there based in the United States?
RevenueBase identified 1,713 company matches for financial planning staffing agencies 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 staffing agencies?
New York leads with 114 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,428 professional contacts with verified work emails tracked across these 1,713 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.
Ready to reach these companies? Verified emails and direct dials for all 1,713 financial planning staffing agencies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning staffing agencies by geography
- Financial planning staffing agencies based in Toronto, Canada
- Financial planning staffing agencies based in London, United Kingdom
- Financial planning staffing agencies based in Atlanta, United States
- Financial planning staffing agencies based in Boston, United States
- Financial planning staffing agencies based in Chicago, United States
- Financial planning staffing agencies based in Dallas, United States
- Financial planning staffing agencies based in Houston, United States
- Financial planning staffing agencies based in Los Angeles, United States
- Financial planning staffing agencies based in New York, United States
- Financial planning staffing agencies based in Australia
- Financial planning staffing agencies based in Brazil
- Financial planning staffing agencies based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning staffing agencies based in Toronto, Canada
- Financial planning staffing agencies based in London, United Kingdom
- Financial planning staffing agencies based in Atlanta, United States
- Financial planning staffing agencies based in Boston, United States
- Financial planning staffing agencies based in Chicago, United States
- Financial planning staffing agencies based in Dallas, United States
Company intelligence · public preview
Top 25 financial planning staffing agencies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,713 matching company records for financial planning staffing agencies based in the United States, with 28,682 tracked contacts and 5,428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning staffing agencies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Goldman Sachs Aycogs.comHQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,452 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  QPS Employment Groupqpsemployment.comHQ: Brookfield, WI, United StatesReported employees: 201-500 | Brookfield, WI, United States | 201-500 | Exact match | 1,019 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Accounting & Finance Professionalsafprofessionals.comHQ: Phoenix, AZ, United StatesReported employees: Not recorded | Phoenix, AZ, United States | Not recorded | Exact match | 973 contacts → |
“With over a decade of experience, we specialize in Finance, Accounting, Administrative, and Executive staffing markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Career Strategiespulselink.bioHQ: Round Rock, TX, United StatesReported employees: Not recorded | Round Rock, TX, United States | Not recorded | Exact match | 955 contacts → |
“Career Strategies is a full service staffing firm specializing in Property Management, Healthcare and Professional Services recruitment.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  H.P. Associates, INChp-associates.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 869 contacts → |
“H.P.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elite Networkenhire.comHQ: San Francisco Bay, CA, United StatesReported employees: Not recorded | San Francisco Bay, CA, United States | Not recorded | Exact match | 841 contacts → |
“Elite Network is a recruiting firm specializing in accounting and finance, with deep roots in the Bay Area and clients across the country.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Primary Servicesprimaryservices.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 766 contacts → |
“Primary Services provides job opportunities for Accounting/Financial, Information Technology, HR, Recruiting, Marketing, Procurement, Call Center and Administrative professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cornerstone Staffingcornerstonestaffing.comHQ: Southlake, TX, United StatesReported employees: 1,001-5,000 | Southlake, TX, United States | 1,001-5,000 | Exact match | 502 contacts → |
“CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991 and the Phoenix-Tempe area since 2019.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cps, INCcps4jobs.comHQ: Westchester, IL, United StatesReported employees: 51-200 | Westchester, IL, United States | 51-200 | Exact match | 410 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Stevendouglasstevendouglas.comHQ: Sunrise, FL, United StatesReported employees: 201-500 | Sunrise, FL, United States | 201-500 | Exact match | 372 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Century Groupcentury-group.comHQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 343 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ascendo Resourcesascendo.comHQ: Coral Gables, FL, United StatesReported employees: 201-500 | Coral Gables, FL, United States | 201-500 | Exact match | 322 contacts → |
“Ascendo Resources is a certified minority owned award-winning staffing and consulting firm that places quality accounting, financial services, banking, compliance, healthcare…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Connect Search, LLCconnectsearchllc.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 310 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Modern Wealth Managementmodwm.com HQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 280 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ledgentledgent.comHQ: Orange, CA, United StatesReported employees: 201-500 | Orange, CA, United States | 201-500 | Exact match | 248 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Madison-Davis, LLCmadisondavis.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 221 contacts → |
“Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Forest Hills Financial Groupfhfg.comHQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 213 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  6 Degrees Group6degreesgrp.comHQ: Alpharetta, GA, United StatesReported employees: Not recorded | Alpharetta, GA, United States | Not recorded | Exact match | 193 contacts → |
“We are a locally owned, full-service accounting and finance placement firm matching top Atlanta employers with skilled professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lowes Home Improvementlowes.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 177 contacts → |
“Man Mur Shoe Shop is a staffing and recruiting company based out of 2704 Hillsborough St, Raleigh, North Carolina, United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Associate Staffingastaffing.comHQ: Charlotte, NC, United StatesReported employees: 201-500 | Charlotte, NC, United States | 201-500 | Exact match | 166 contacts → |
“Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, and mid-market firms nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rita Staffingritastaffing.com HQ: Lakeland, FL, United StatesReported employees: 11-50 | Lakeland, FL, United States | 11-50 | Exact match | 145 contacts → |
“Since 1973, Rita Staffing has served as a strategic staffing partner for employers throughout Central Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  CPIcpiny.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 143 contacts → |
“Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Abbott & Associates Inc.abbott-associates.comHQ: Portland, OR, United StatesReported employees: Not recorded | Portland, OR, United States | Not recorded | Exact match | 140 contacts → |
“Abbott & Associates is a certified Woman-Owned and Emerging Small Business specializing in full service staffing for the healthcare, dental, administrative/office, accounting and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hired By Matrix, INChiredbymatrix.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 135 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 1,713 company matches
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Financial planning staffing agencies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,709 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning staffing agencies by metro
- Financial planning staffing agencies in New York114
- Financial planning staffing agencies in Houston43
- Financial planning staffing agencies in Atlanta42
- Financial planning staffing agencies in Chicago35
- Financial planning staffing agencies in Dallas35
- Financial planning staffing agencies in Boston29
- Financial planning staffing agencies in Los Angeles27
Questions about this company list
What does Exact match mean for financial planning staffing agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning staffing agencies did RevenueBase find based in the United States?
The saved snapshot records 1,713 matching company records, 28,682 tracked contacts and 5,428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning staffing agencies by geography
- Financial planning staffing agencies based in Toronto, Canada
- Financial planning staffing agencies based in London, United Kingdom
- Financial planning staffing agencies based in Atlanta, United States
- Financial planning staffing agencies based in Boston, United States
- Financial planning staffing agencies based in Chicago, United States
- Financial planning staffing agencies based in Dallas, United States
- Financial planning staffing agencies based in Houston, United States
- Financial planning staffing agencies based in Los Angeles, United States
- Financial planning staffing agencies based in New York, United States
- Financial planning staffing agencies based in Australia
- Financial planning staffing agencies based in Brazil
- Financial planning staffing agencies based in Canada
Cite this list
RevenueBase Data Team. Top 25 financial planning staffing agencies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-staffing-agencies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning staffing agencies based in Toronto, Canada
- Financial planning staffing agencies based in London, United Kingdom
- Financial planning staffing agencies based in Atlanta, United States
- Financial planning staffing agencies based in Boston, United States
- Financial planning staffing agencies based in Chicago, United States
- Financial planning staffing agencies based in Dallas, United States
Company intelligence · public preview
Top 25 financial planning staffing agencies based in the United States
RevenueBase records 1,713 matching company records for financial planning staffing agencies based in the United States, with 28,682 tracked contacts and 5,428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning staffing agencies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Aycogs.com HQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,452 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | QPS Employment Groupqpsemployment.com HQ: Brookfield, WI, United StatesReported employees: 201-500 | Brookfield, WI, United States | 201-500 | Exact match | 1,019 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Accounting & Finance Professionalsafprofessionals.com HQ: Phoenix, AZ, United StatesReported employees: Not recorded | Phoenix, AZ, United States | Not recorded | Exact match | 973 contacts → |
“With over a decade of experience, we specialize in Finance, Accounting, Administrative, and Executive staffing markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Career Strategiespulselink.bio HQ: Round Rock, TX, United StatesReported employees: Not recorded | Round Rock, TX, United States | Not recorded | Exact match | 955 contacts → |
“Career Strategies is a full service staffing firm specializing in Property Management, Healthcare and Professional Services recruitment.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | H.P. Associates, INChp-associates.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 869 contacts → |
“H.P.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elite Networkenhire.com HQ: San Francisco Bay, CA, United StatesReported employees: Not recorded | San Francisco Bay, CA, United States | Not recorded | Exact match | 841 contacts → |
“Elite Network is a recruiting firm specializing in accounting and finance, with deep roots in the Bay Area and clients across the country.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Primary Servicesprimaryservices.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 766 contacts → |
“Primary Services provides job opportunities for Accounting/Financial, Information Technology, HR, Recruiting, Marketing, Procurement, Call Center and Administrative professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cornerstone Staffingcornerstonestaffing.com HQ: Southlake, TX, United StatesReported employees: 1,001-5,000 | Southlake, TX, United States | 1,001-5,000 | Exact match | 502 contacts → |
“CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991 and the Phoenix-Tempe area since 2019.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cps, INCcps4jobs.com HQ: Westchester, IL, United StatesReported employees: 51-200 | Westchester, IL, United States | 51-200 | Exact match | 410 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Stevendouglasstevendouglas.com HQ: Sunrise, FL, United StatesReported employees: 201-500 | Sunrise, FL, United States | 201-500 | Exact match | 372 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Century Groupcentury-group.com HQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 343 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ascendo Resourcesascendo.com HQ: Coral Gables, FL, United StatesReported employees: 201-500 | Coral Gables, FL, United States | 201-500 | Exact match | 322 contacts → |
“Ascendo Resources is a certified minority owned award-winning staffing and consulting firm that places quality accounting, financial services, banking, compliance, healthcare…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Connect Search, LLCconnectsearchllc.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 310 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Modern Wealth Managementmodwm.com HQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 280 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ledgentledgent.com HQ: Orange, CA, United StatesReported employees: 201-500 | Orange, CA, United States | 201-500 | Exact match | 248 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Madison-Davis, LLCmadisondavis.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 221 contacts → |
“Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Forest Hills Financial Groupfhfg.com HQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 213 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 6 Degrees Group6degreesgrp.com HQ: Alpharetta, GA, United StatesReported employees: Not recorded | Alpharetta, GA, United States | Not recorded | Exact match | 193 contacts → |
“We are a locally owned, full-service accounting and finance placement firm matching top Atlanta employers with skilled professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lowes Home Improvementlowes.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 177 contacts → |
“Man Mur Shoe Shop is a staffing and recruiting company based out of 2704 Hillsborough St, Raleigh, North Carolina, United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Associate Staffingastaffing.com HQ: Charlotte, NC, United StatesReported employees: 201-500 | Charlotte, NC, United States | 201-500 | Exact match | 166 contacts → |
“Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, and mid-market firms nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rita Staffingritastaffing.com HQ: Lakeland, FL, United StatesReported employees: 11-50 | Lakeland, FL, United States | 11-50 | Exact match | 145 contacts → |
“Since 1973, Rita Staffing has served as a strategic staffing partner for employers throughout Central Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | CPIcpiny.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 143 contacts → |
“Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Abbott & Associates Inc.abbott-associates.com HQ: Portland, OR, United StatesReported employees: Not recorded | Portland, OR, United States | Not recorded | Exact match | 140 contacts → |
“Abbott & Associates is a certified Woman-Owned and Emerging Small Business specializing in full service staffing for the healthcare, dental, administrative/office, accounting and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hired By Matrix, INChiredbymatrix.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 135 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 1,713 company matches
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Financial planning staffing agencies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,709 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning staffing agencies by metro
- Financial planning staffing agencies in New York114
- Financial planning staffing agencies in Houston43
- Financial planning staffing agencies in Atlanta42
- Financial planning staffing agencies in Chicago35
- Financial planning staffing agencies in Dallas35
- Financial planning staffing agencies in Boston29
- Financial planning staffing agencies in Los Angeles27
Questions about this company list
What does Exact match mean for financial planning staffing agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning staffing agencies did RevenueBase find based in the United States?
The saved snapshot records 1,713 matching company records, 28,682 tracked contacts and 5,428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning staffing agencies by geography
- Financial planning staffing agencies based in Toronto, Canada
- Financial planning staffing agencies based in London, United Kingdom
- Financial planning staffing agencies based in Atlanta, United States
- Financial planning staffing agencies based in Boston, United States
- Financial planning staffing agencies based in Chicago, United States
- Financial planning staffing agencies based in Dallas, United States
- Financial planning staffing agencies based in Houston, United States
- Financial planning staffing agencies based in Los Angeles, United States
- Financial planning staffing agencies based in New York, United States
- Financial planning staffing agencies based in Australia
- Financial planning staffing agencies based in Brazil
- Financial planning staffing agencies based in Canada
Cite this list
RevenueBase Data Team. Top 25 financial planning staffing agencies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-staffing-agencies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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