Company lists · Data refreshed September 2026

Top 24 Fractional cfp services agencies based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 160 companies tracked

RevenueBase identified 160 fractional cfp services agencies headquartered in New York, United States as of September 2026 and tracks 3,600 professional contacts across them, including 1,589 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies headquartered in New York, 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

160Companies

3,600Contacts tracked

1,589Verified emails

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The 24 largest fractional cfp services agencies based in New York, United States

Ranked by team size

Top 24 of 160 fractional cfp services agencies based in New York, 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	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
2	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 19, 2026
3	Altfest Personal Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	67 contacts →
	Indirect evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
4	Prosperity	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	52 contacts →
	Indirect evidence “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Source: RevenueBase Database · checked Sep 19, 2026
5	Massmutual Metro NEW York	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	51 contacts →
	Indirect evidence “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 19, 2026
6	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 19, 2026
7	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 19, 2026
8	Tempus Financial Group, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Our mission is to help provide financial freedom to every client.” Source: RevenueBase Database · checked Sep 19, 2026
9	Financial GYM Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Source: RevenueBase Database · checked Sep 19, 2026
10	Ritholtz Wealth Management	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	17 contacts →
	Indirect evidence “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
11	Power Forward Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “You deserve to be part of a collaborative team.” Source: RevenueBase Database · checked Sep 19, 2026
12	Drucker Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “At Drucker Wealth we approach things a little differently.” Source: RevenueBase Database · checked Sep 19, 2026
13	Seasons Of Advice Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Source: RevenueBase Database · checked Sep 19, 2026
14	Mercer Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	12 contacts →
	Indirect evidence “Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning…” Source: RevenueBase Database · checked Sep 19, 2026
15	Cordoba Advisory Partners LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Source: RevenueBase Database · checked Sep 19, 2026
16	Momentum Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA).” Source: RevenueBase Database · checked Sep 19, 2026
17	Rosefinch Investment Advisors, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Rosefinch Investment Advisors is a fee-only, wealth management firm built for people whose financial lives cross borders, U.S.” Source: RevenueBase Database · checked Sep 19, 2026
18	Tiger EYE Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Long considered to be a stone of wealth and prosperity, Tiger Eye serves as a compass to protect resources and to promote balance.” Source: RevenueBase Database · checked Sep 19, 2026
19	Precise Mgmt	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Empowering Your Business with Strategic Financial Management At Precise MGMT, we specialize in providing fractional CFO and comprehensive bookkeeping services tailored to your…” Source: RevenueBase Database · checked Sep 19, 2026
20	Hoffman Mulligan	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “We play a pivotal role in our clients' financial lives, providing advice, planning and access to a network of professional across the spectrum of financial disciplines” Source: RevenueBase Database · checked Sep 19, 2026
21	Brix Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
22	Millennial Advisers, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “We are an investment advisory firm offering a wide range of services to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
23	Stash Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “You did everything right-landed the job, hit six figures, and you’re enjoying life in your city.” Source: RevenueBase Database · checked Sep 19, 2026
24	Blue Cove Capital	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Blue Cove Capital is a leading boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base nationwide.” 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 24 of 160 fractional cfp services agencies based in New York, United States

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Fractional cfp services agencies based in New York, United States at a glance

As of Sep 19, 2026

44.1%Verified-email coverage

22.5Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 160 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 New York, 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 New York 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, 1,589 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

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 New York, United States?

RevenueBase identified 160 fractional cfp services agencies headquartered in New York, 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?

Cerity Partners, headquartered in New York, 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 1,589 verified decision-maker contacts tracked across these 160 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.