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 20, 2026 160 companies tracked

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

This list covers company matches for fractional cfp services agencies associated with New York, 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

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 company matches for fractional cfp services agencies based in New York, 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	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	67 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	51 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Ritholtz Wealth Management	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	17 contacts →
	Exact match “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Power Forward Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “You deserve to be part of a collaborative team.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Mercer Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	12 contacts →
	Exact match “Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Cordoba Advisory Partners LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Momentum Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Rosefinch Investment Advisors, INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Rosefinch Investment Advisors is a fee-only, wealth management firm built for people whose financial lives cross borders, U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tiger EYE Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Long considered to be a stone of wealth and prosperity, Tiger Eye serves as a compass to protect resources and to promote balance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Precise Mgmt	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Empowering Your Business with Strategic Financial Management At Precise MGMT, we specialize in providing fractional CFO and comprehensive bookkeeping services tailored to your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Hoffman Mulligan	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “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” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Brix Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Millennial Advisers, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We are an investment advisory firm offering a wide range of services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Stash Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “You did everything right-landed the job, hit six figures, and you’re enjoying life in your city.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Blue Cove Capital	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Blue Cove Capital is a leading boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base nationwide.” 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 24 of 160 fractional cfp services agencies based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,589 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

44.1%Verified-email coverage

22.5Average contacts per company

1-10Median size (employees)

Sep 20, 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

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 New York, 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 1,589 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 New York, United States?

RevenueBase identified 160 company matches for fractional cfp services agencies associated with New York, 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?

Cerity Partners 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).

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 1,589 professional contacts with verified work emails tracked across these 160 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.