Company lists · Data refreshed September 2026
Top 15 Fractional cfp services agencies based in Cleveland, United States
RevenueBase identified 30 fractional cfp services agencies headquartered in Cleveland, United States as of September 2026 and tracks 413 professional contacts across them, including 112 with verified work emails. New York is the largest hub.
This list covers fractional cfp services agencies headquartered in Cleveland, 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.
The 15 largest fractional cfp services agencies based in Cleveland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 81 contacts → | ||||
Indirect evidence “Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 contacts → | ||||
Indirect evidence “Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Indirect evidence “At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Indirect evidence “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “Financial Services” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “THE PARADIGM ADVANTAGE • We are proud to work with clients and their families to simplify and organize their financial matters.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Endeavor Wealth Advisors is an independent, local financial planning firm with access to world-class planning tools and research, and experienced advisors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “At Fairpoint Wealth Management, we develop personalized wealth management strategies designed to maximize your finances, so that you can achieve financial success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 15 of 30 fractional cfp services agencies based in Cleveland, United States
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Fractional cfp services agencies based in Cleveland, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 30 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 Cleveland, 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 Cleveland 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, 112 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 in the United States
- Fractional cfp services agencies in New York160
- Fractional cfp services agencies in Atlanta132
- Fractional cfp services agencies in Houston113
- Fractional cfp services agencies in Dallas107
- Fractional cfp services agencies in Austin105
- Fractional cfp services agencies in Chicago103
- Fractional cfp services agencies in San Diego102
- Fractional cfp services agencies in Denver86
- Fractional cfp services agencies in Charlotte81
- Fractional cfp services agencies in Scottsdale78
- Fractional cfp services agencies in San Francisco71
- Fractional cfp services agencies in Cincinnati69
- Fractional cfp services agencies in Tampa66
- Fractional cfp services agencies in Columbus64
- Fractional cfp services agencies in Los Angeles61
- Fractional cfp services agencies in Portland61
- Fractional cfp services agencies in Raleigh57
- Fractional cfp services agencies in Overland Park54
- Fractional cfp services agencies in Irvine52
- Fractional cfp services agencies in Phoenix52
- Fractional cfp services agencies in Boston47
- Fractional cfp services agencies in Columbia46
- Fractional cfp services agencies in Minneapolis43
- Fractional cfp services agencies in Omaha43
- Fractional cfp services agencies in Indianapolis42
- Fractional cfp services agencies in San Antonio42
- Fractional cfp services agencies in Seattle42
- Fractional cfp services agencies in Fort Worth40
- Fractional cfp services agencies in Greenville40
- Fractional cfp services agencies in Plano40
- Fractional cfp services agencies in Birmingham39
- Fractional cfp services agencies in Colorado Springs39
- Fractional cfp services agencies in Miami39
- Fractional cfp services agencies in Grand Rapids38
- Fractional cfp services agencies in Pittsburgh38
- Fractional cfp services agencies in Greenwood Village37
- Fractional cfp services agencies in Las Vegas36
- Fractional cfp services agencies in Louisville36
- Fractional cfp services agencies in Madison36
- Fractional cfp services agencies in Newport Beach36
- Fractional cfp services agencies in Richmond36
- Fractional cfp services agencies in Fort Lauderdale35
- Fractional cfp services agencies in Jacksonville35
- Fractional cfp services agencies in Rochester35
- Fractional cfp services agencies in Troy33
- Fractional cfp services agencies in Boca Raton32
- Fractional cfp services agencies in Lexington32
- Fractional cfp services agencies in Orlando32
- Fractional cfp services agencies in Bellevue31
- Fractional cfp services agencies in Tulsa31
- Fractional cfp services agencies in Cleveland30
- Fractional cfp services agencies in Nashville30
- Fractional cfp services agencies in Salt Lake City30
- Fractional cfp services agencies in Tucson30
- Fractional cfp services agencies in Wilmington30
- Fractional cfp services agencies in Lincoln29
- Fractional cfp services agencies in Plymouth28
- Fractional cfp services agencies in Kansas City27
- Fractional cfp services agencies in Lafayette26
- Fractional cfp services agencies in Springfield26
- Fractional cfp services agencies in Walnut Creek26
- Fractional cfp services agencies in Washington26
- Fractional cfp services agencies in Memphis25
- Fractional cfp services agencies in Sarasota25
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 Cleveland, United States?
RevenueBase identified 30 fractional cfp services agencies headquartered in Cleveland, 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?
Vantage Financial Group, INC, headquartered in Cleveland, 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 112 verified decision-maker contacts tracked across these 30 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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Fractional cfp services agencies by geography
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- 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
- Fractional cfp services agencies based in Birmingham, 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 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.
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