Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in the United States

Name: Fractional cfp services 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 19, 2026 10,490 companies tracked

RevenueBase identified 10,490 fractional cfp services agencies headquartered in the United States as of September 2026 and tracks 78,998 professional contacts across them, including 34,523 with verified work emails. New York is the largest hub.

This list covers fractional cfp services 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 19, 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 19, 2026 86% judged on-target in blind review

10,490Companies

78,998Contacts tracked

34,523Verified emails

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The 25 largest fractional cfp services agencies based in the United States

Ranked by team size

Top 25 of 10,490 fractional cfp services agencies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services 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	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
2	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
3	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 19, 2026
4	Goldman Sachs Ayco	Indirect evidence	Cohoes, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,452 contacts →
	Indirect 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 19, 2026
5	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
6	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
7	TAX & Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 19, 2026	n/a	810 contacts →
	Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 19, 2026
8	EP Wealth Advisors	Indirect evidence	Torrance, CA, United StatesHQ checked Sep 19, 2026	501-1,000	573 contacts →
	Indirect evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 19, 2026
9	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 19, 2026
10	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Indirect 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 19, 2026
11	Florida Financial Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Indirect evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026
12	Raymond James & Associates, INC	Indirect evidence	Saint Petersburg, FL, United StatesHQ checked Sep 19, 2026	10001+	404 contacts →
	Indirect evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
13	Sequoia Financial Group	Indirect evidence	Akron, OH, United StatesHQ checked Sep 19, 2026	201-500	388 contacts →
	Indirect evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 19, 2026
14	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 19, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 19, 2026
15	North Star Resource Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	201-500	375 contacts →
	Indirect evidence “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Source: RevenueBase Database · checked Sep 19, 2026
16	Allworth Financial	Indirect evidence	Folsom, CA, United StatesHQ checked Sep 19, 2026	201-500	364 contacts →
	Indirect evidence “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Source: RevenueBase Database · checked Sep 19, 2026
17	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 19, 2026
18	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
19	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	306 contacts →
	Indirect evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 19, 2026
20	Tristate Financial Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 19, 2026	201-500	306 contacts →
	Indirect evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 19, 2026
21	Waverly Advisors, LLC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	51-200	284 contacts →
	Indirect evidence “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Source: RevenueBase Database · checked Sep 19, 2026
22	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 19, 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 19, 2026
23	Coastal Wealth	Indirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 19, 2026	51-200	263 contacts →
	Indirect 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 19, 2026
24	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 19, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 19, 2026
25	Focuscfo	Indirect evidence	Columbus, PA, United StatesHQ checked Sep 19, 2026	51-200	238 contacts →
	Indirect evidence “At FocusCFO, we work with small & midsized businesses that are often frustrated with how their business is performing, overwhelmed by the challenges of growth, and/or concerned…” Source: RevenueBase Database · checked Sep 19, 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: fractional cfp services 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 fractional cfp services agencies.
Partial evidence: Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fractional cfp services 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 10,490 fractional cfp services agencies based in the United States

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Fractional cfp services agencies based in the United States at a glance

As of Sep 19, 2026

43.7%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

8,372

11-50

1,734

51-200

275

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 10,490 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 fractional cfp services 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 “fractional cfp services 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 fractional cfp services 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 fractional cfp services 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, 34,523 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 19, 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.

Fractional cfp services 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 fractional cfp services 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 fractional cfp services agencies are there based in the United States?

RevenueBase identified 10,490 fractional cfp services 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?

Captrust, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).

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 34,523 verified decision-maker contacts tracked across these 10,490 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 19, 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.