Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Los Angeles, United States

Name: Fractional cfp services agencies based in Los Angeles, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 61 companies tracked

RevenueBase identified 61 company matches for fractional cfp services agencies associated with Los Angeles, United States as of September 2026 and tracks 762 professional contacts across them, including 215 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Los Angeles has 61.

This list covers company matches for fractional cfp services agencies associated with Los Angeles, 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 20, 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 20, 2026 How this list was built

61Companies

762Contacts tracked

215Verified emails

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The 25 largest fractional cfp services agencies based in Los Angeles, United States

Ranked by team size

Top 25 of 61 company matches for fractional cfp services agencies based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match “In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Mason And Associates, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Mason & Associates, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Sparq Partners LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Silver OAK Wealth Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Silver Oak Wealth Advisors caters to individuals in transition and executives in the Greater Los Angeles area and beyond.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Peak Financial Planning	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Most of us are never taught about money or how to run a business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Applied Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Panoramic Wealth Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Retirement Choices Of California	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Equalis Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Equalis Financial is an independent fee-only firm based in Los Angeles, California and Portland, Oregon specializing in financial planning, business management, and investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Blacklines Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Miracle Mile Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Astero Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Astero Group is the top fractional CFO firm that helps founders of high-potential businesses make smarter financial decisions, increase cash flow and boost profitability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	MAP Strategic Wealth Advisors, A Member Of Advisory Services Network, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “MAP Strategic Wealth Advisors is a Los Angeles-based financial advisory practice serving both local and international clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Mdrn Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Most financial plans are built around one assumption: you'll work until 65.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Mcintosh Capital Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	ILA Global	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At ILA Global, we specialize in providing expert fractional CFO services and comprehensive bookkeeping solutions tailored to meet the needs of growing businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Inflection Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation Our custodian…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Aqua Capital Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are your partner - planning together to organize your financial life, achieve your goals, invest appropriately according to your unique circumstances, and avoid emotional…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Atto Advisory	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	WIN Wealth Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Gage Advisory Services	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Gage Advisory Services provides strategic fractional CFO, Controller, and advisory services to small privately held businesses with revenues between $2M-$25M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Whalen Financial Planning	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Fee-only financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Good Balance Financial Planning	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Good Balance Financial Planning, located in Brentwood, is a fee-only firm specializing in comprehensive financial planning services tailored for professional women and couples at…” Recorded in the RevenueBase company graph · Sep 20, 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 61 fractional cfp services agencies based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 215 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fractional cfp services agencies based in Los Angeles, United States at a glance

As of Sep 20, 2026

28.2%Verified-email coverage

12.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 61 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 Los Angeles, 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 215 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 20, 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 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 “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 Los Angeles, United States?

RevenueBase identified 61 company matches for fractional cfp services agencies associated with Los Angeles, 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?

JSF Financial 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 fractional cfp services agencies?

New York leads the United States with 160 company records, followed by Atlanta (132) and Houston (113). Los Angeles has 61.

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 215 professional contacts with verified work emails tracked across these 61 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 20, 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.