Company lists · Data refreshed September 2026
Top 15 Fractional cfp services agencies based in Wilmington, United States
RevenueBase identified 30 fractional cfp services agencies headquartered in Wilmington, United States as of September 2026 and tracks 258 professional contacts across them, including 155 with verified work emails. New York is the largest hub.
This list covers fractional cfp services agencies headquartered in Wilmington, 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 Wilmington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 40 contacts → | ||||
Indirect evidence “We provide intimate, intricate financial planning for busy executives and professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32 contacts → | ||||
Indirect evidence “AKA's role is an advocate for our clients' personal financial goals and business success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Indirect evidence “RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Indirect evidence “Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Indirect evidence “Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Indirect evidence “With financial confidence, security follows.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “Just about everyone has a different opinion on how you should invest or manage your money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence “With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “Established in 1983, Clariti set out to put the “personal” back in personal financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Our mission is to help you make great financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “We believe that when financial and investment expertise is combined with tax planning and insurance knowledge, we can more clearly address difficult financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Financial consulting and advisory services for small to medium-sized businesses and individuals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “AdvicePoint, LLC is a financial services firm based in Wilmington, North Carolina, that specializes in retirement planning, tax-reduction strategies, and charitable planning.” 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 Wilmington, United States
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Fractional cfp services agencies based in Wilmington, 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 Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, 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 Wilmington, 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 Wilmington 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, 155 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 Wilmington, United States?
RevenueBase identified 30 fractional cfp services agencies headquartered in Wilmington, 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?
Diversified, LLC, headquartered in Wilmington, 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 155 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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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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