Company lists · Data refreshed September 2026

Top 25 Financial planning staffing companies based in New York, United States

Name: Financial planning staffing companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 221 companies tracked

RevenueBase identified 221 company matches for financial planning staffing companies associated with New York, United States as of September 2026 and tracks 6,232 professional contacts across them, including 711 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial planning staffing companies associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

221Companies

6,232Contacts tracked

711Verified emails

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The 25 largest financial planning staffing companies based in New York, United States

Ranked by team size

Top 25 of 221 company matches for financial planning staffing companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	H.P. Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	869 contacts →
	Exact match “H.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Atlantic Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	458 contacts →
	Exact match “Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Ics, A Korn Ferry Company	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	351 contacts →
	Exact match “ICS, a Korn Ferry Company, is one of the nation’s leading staffing and recruiting companies specializing in connecting talented people to the businesses who need them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Atlas Search	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	322 contacts →
	Exact match “Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, front office, middle office, technology, healthcare, clinical research, human resources, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Madison-Davis, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	221 contacts →
	Exact match “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	The Forum Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	187 contacts →
	Exact match “We are located at 550 Seventh Avenue, 21st Floor, New York, NY 10018.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Hired By Matrix, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	135 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Whitecap Search	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	135 contacts →
	Exact match “At WhiteCap Search, we bridge the gap between top talent and leading organizations by bringing momentum and precision to every match.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Next Step	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	111 contacts →
	Exact match “Next Step Staffing is a full service placement firm that provides staffing and consultant solutions to corporate clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Advice Personnel	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	95 contacts →
	Exact match “Advice is a boutique recruiting firm specializing in placing professionals in accounting and tax, finance, real estate operations, human resources, office support and go-to-market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Phyton Talent Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	91 contacts →
	Exact match “Phyton Talent Advisors delivers professional, hire-ready talent for the functions that power your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Summit Staffing Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	59 contacts →
	Exact match “Founded in 2014, Summit Staffing Partners is a leading Staffing / Recruitment firm with primary offices in New York City and a satellite office in Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Highwages Placement Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Our company aims to fulfill the hiring and staffing needs of various clients while helping job seekers find the best-suited jobs based on their skills, abilities, and preferences.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Rockwood Search	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Rockwood Search is a professional search firm whose mission is to provide the highest quality search services, with the greatest degree of integrity to clients and candidates.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Stone Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	41 contacts →
	Exact match “Stone Management is an executive recruitment firm, founded in 1987.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Ascendhire	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “Established in 2010, AscendHire is a boutique agency specializing in the recruitment services of the Financial and Administrative roles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Talener	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “Talener is a full-service staffing company with headquarters in NYC and Boston.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Vanguard Staffing	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	36 contacts →
	Exact match “Vanguard is an industry leading, privately held staffing agency with nearly 50 years of expertise in recruitment across all industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Metropolitan Companies	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	35 contacts →
	Exact match “You've heard it time and again.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	RJL Resources	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “RJL Resources is a recruitment boutique committed to providing superior staffing services to respected organizations in the New York City area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Capital Markets Placement	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Welcome to CMP, your premier destination for top-tier IT staffing and consulting solutions!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Trandon Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “Established in 1987, Trandon Associates, Inc, is a fully integrated professional staffing solutions firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Talenthub Workforce, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	26 contacts →
	Exact match “TalentHub Worldwide, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Links Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “At Links Partners we focus on Executive Recruitment, Temporary Staffing, Outsourcing and Consulting in a variety of industries.” 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 companies”. 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 221 financial planning staffing companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 711 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning staffing companies based in New York, United States at a glance

As of Sep 28, 2026

11.4%Verified-email coverage

28.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

126

11-50

51-200

201-500

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 221 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 New York, United States whose business descriptions match “financial planning staffing companies” 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 711 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 companies by metro in the United States

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

How many financial planning staffing companies are there based in New York, United States?

RevenueBase identified 221 company matches for financial planning staffing companies associated with New York, 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?

H.P. Associates, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning staffing companies?

New York leads the United States with 226 company records, followed by Houston (96) and Atlanta (91).

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 711 professional contacts with verified work emails tracked across these 221 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.