Company lists · Data refreshed November 2026
Top 25 Fractional cfp services agencies based in the United States
RevenueBase identified 1,886 company matches for fractional cfp services agencies associated with the United States as of November 2026 and tracks 12,536 professional contacts across them, including 4,128 with verified work emails. New York is the largest hub.
This list covers company matches for fractional cfp services 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 November 6, 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 fractional cfp services agencies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,457 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 257 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 247 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 172 contacts → | ||||
Exact match “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 109 contacts → | ||||
Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 108 contacts → | ||||
Exact match “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 84 contacts → | ||||
Exact match “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 75 contacts → | ||||
Exact match “Navigating Your Financial Future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 75 contacts → | ||||
Exact match “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 58 contacts → | ||||
Exact match “Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 53 contacts → | ||||
Exact match “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 47 contacts → | ||||
Exact match “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 46 contacts → | ||||
Exact match “Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 46 contacts → | ||||
Exact match “The Blueprint Way: You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 45 contacts → | ||||
Exact match “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 42 contacts → | ||||
Exact match “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 42 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 40 contacts → | ||||
Exact match “At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 37 contacts → | ||||
Exact match “Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “We’re a financial planning firm focused on education, strategy, and results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 33 contacts → | ||||
Exact match “Our team of Fractional CFO's, Advisors, Controllers, Senior Accountants, Bookkeepers and Specialists provides custom solutions for small and mid-sized businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 31 contacts → | ||||
Exact match “Our services include Personal & Business CFO (Financial Planning, Investment Management, Tax Prep) and Business Retirement Plans (401ks, Profit Sharing,+ Pensions).” Recorded in the RevenueBase company graph · Nov 6, 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 “fractional cfp services 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 1,886 fractional cfp services agencies based in the United States
See the full list, filter by size, metro and specialty, and access 4,128 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Fractional cfp services agencies based in the United States at a glance
As of Nov 6, 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 1,886 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 “fractional cfp services 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 4,128 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 November 6, 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.
Fractional cfp services agencies by metro
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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fractional cfp services agencies are there based in the United States?
RevenueBase identified 1,886 company matches for fractional cfp services agencies associated with the United States as of November 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 fractional cfp services agencies?
New York leads with 48 company records, followed by Houston (36) and Atlanta (24).
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 4,128 professional contacts with verified work emails tracked across these 1,886 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,886 fractional cfp services agencies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
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
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services 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 1,886 matching company records for fractional cfp services agencies based in the United States, with 12,536 tracked contacts and 4,128 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: November 6, 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 fractional cfp services 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 | 1,457 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Focuscfofocuscfo.comHQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 247 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Peachtree Planningpeachtreeplanning.comHQ: Atlanta, TN, United StatesReported employees: 51-200 | Atlanta, TN, United States | 51-200 | Exact match | 172 contacts → |
“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Smartpro Financialsmartprofinancial.comHQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 109 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  JFS Wealth Advisorsjfswa.comHQ: Hermitage, FL, United StatesReported employees: 51-200 | Hermitage, FL, United States | 51-200 | Exact match | 108 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Henssler Financialhenssler.comHQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 84 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  EFS Advisorsefsadvisors.comHQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 75 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CG Financial Servicesmycgfinancial.comHQ: Haslett, NC, United StatesReported employees: 51-200 | Haslett, NC, United States | 51-200 | Exact match | 75 contacts → |
“CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quantum Financial Advisorsqfainc.comHQ: Rockville, MD, United StatesReported employees: Not recorded | Rockville, MD, United States | Not recorded | Exact match | 58 contacts → |
“Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The CFO Centre USAcfocentre.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Northwest Financial Advisors LLCnwfllc.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 48 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SME Cpassmecpa.comHQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ascent CFO Solutionsascentcfo.comHQ: Boulder, CO, United StatesReported employees: 11-50 | Boulder, CO, United States | 11-50 | Exact match | 46 contacts → |
“Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Blueprint Financial Groupblueprint.nm.comHQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 46 contacts → |
“The Blueprint Way: You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Infinitas, LLCinfinitaskc.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 42 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  LAW & Associates, INClawandassociates.comHQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  West Financial Services, INCwestfinancial.comHQ: Mclean, VA, United StatesReported employees: 11-50 | Mclean, VA, United States | 11-50 | Exact match | 40 contacts → |
“At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Affiance Financialaffiancefinancial.comHQ: St. Louis Park, MN, United StatesReported employees: 11-50 | St. Louis Park, MN, United States | 11-50 | Exact match | 37 contacts → |
“Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Legacy Planning, A HUB International Companylegacy-online.comHQ: Horsham, PA, United StatesReported employees: 11-50 | Horsham, PA, United States | 11-50 | Exact match | 35 contacts → |
“Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Waggoner Financialwaggoner-financial.comHQ: Lansing, MI, United StatesReported employees: 11-50 | Lansing, MI, United States | 11-50 | Exact match | 35 contacts → |
“We’re a financial planning firm focused on education, strategy, and results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Company Vitalscompanyvitals.comHQ: Lehi, UT, United StatesReported employees: 11-50 | Lehi, UT, United States | 11-50 | Exact match | 33 contacts → |
“Our team of Fractional CFO's, Advisors, Controllers, Senior Accountants, Bookkeepers and Specialists provides custom solutions for small and mid-sized businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Pandowealthpandowealth.comHQ: Peachtree City, GA, United StatesReported employees: 11-50 | Peachtree City, GA, United States | 11-50 | Exact match | 31 contacts → |
“Our services include Personal & Business CFO (Financial Planning, Investment Management, Tax Prep) and Business Retirement Plans (401ks, Profit Sharing,+ Pensions).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,886 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Fractional cfp services agencies: dataset insights
November 6, 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
1,882 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 1,886 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: November 6, 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services 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 fractional cfp services agencies did RevenueBase find based in the United States?
The saved snapshot records 1,886 matching company records, 12,536 tracked contacts and 4,128 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: November 6, 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
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-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
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies based in the United States
RevenueBase records 1,886 matching company records for fractional cfp services agencies based in the United States, with 12,536 tracked contacts and 4,128 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: November 6, 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 fractional cfp services 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 | 1,457 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Focuscfofocuscfo.com HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 247 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Peachtree Planningpeachtreeplanning.com HQ: Atlanta, TN, United StatesReported employees: 51-200 | Atlanta, TN, United States | 51-200 | Exact match | 172 contacts → |
“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 109 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | JFS Wealth Advisorsjfswa.com HQ: Hermitage, FL, United StatesReported employees: 51-200 | Hermitage, FL, United States | 51-200 | Exact match | 108 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Henssler Financialhenssler.com HQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 84 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 75 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CG Financial Servicesmycgfinancial.com HQ: Haslett, NC, United StatesReported employees: 51-200 | Haslett, NC, United States | 51-200 | Exact match | 75 contacts → |
“CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quantum Financial Advisorsqfainc.com HQ: Rockville, MD, United StatesReported employees: Not recorded | Rockville, MD, United States | Not recorded | Exact match | 58 contacts → |
“Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The CFO Centre USAcfocentre.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 48 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SME Cpassmecpa.com HQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ascent CFO Solutionsascentcfo.com HQ: Boulder, CO, United StatesReported employees: 11-50 | Boulder, CO, United States | 11-50 | Exact match | 46 contacts → |
“Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Blueprint Financial Groupblueprint.nm.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 46 contacts → |
“The Blueprint Way: You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Infinitas, LLCinfinitaskc.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 42 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | LAW & Associates, INClawandassociates.com HQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | West Financial Services, INCwestfinancial.com HQ: Mclean, VA, United StatesReported employees: 11-50 | Mclean, VA, United States | 11-50 | Exact match | 40 contacts → |
“At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Affiance Financialaffiancefinancial.com HQ: St. Louis Park, MN, United StatesReported employees: 11-50 | St. Louis Park, MN, United States | 11-50 | Exact match | 37 contacts → |
“Affiance Financial is an independent financial planning firm located in the Minneapolis area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Legacy Planning, A HUB International Companylegacy-online.com HQ: Horsham, PA, United StatesReported employees: 11-50 | Horsham, PA, United States | 11-50 | Exact match | 35 contacts → |
“Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Waggoner Financialwaggoner-financial.com HQ: Lansing, MI, United StatesReported employees: 11-50 | Lansing, MI, United States | 11-50 | Exact match | 35 contacts → |
“We’re a financial planning firm focused on education, strategy, and results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Company Vitalscompanyvitals.com HQ: Lehi, UT, United StatesReported employees: 11-50 | Lehi, UT, United States | 11-50 | Exact match | 33 contacts → |
“Our team of Fractional CFO's, Advisors, Controllers, Senior Accountants, Bookkeepers and Specialists provides custom solutions for small and mid-sized businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pandowealthpandowealth.com HQ: Peachtree City, GA, United StatesReported employees: 11-50 | Peachtree City, GA, United States | 11-50 | Exact match | 31 contacts → |
“Our services include Personal & Business CFO (Financial Planning, Investment Management, Tax Prep) and Business Retirement Plans (401ks, Profit Sharing,+ Pensions).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,886 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Fractional cfp services agencies: dataset insights
November 6, 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
1,882 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 1,886 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: November 6, 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services 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 fractional cfp services agencies did RevenueBase find based in the United States?
The saved snapshot records 1,886 matching company records, 12,536 tracked contacts and 4,128 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: November 6, 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
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-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
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada