Lookalikes · Data refreshed October 2026

25 Berno Financial Management, INC lookalikes

Compiled by the RevenueBase Data Team Data refreshed Oct 15, 2026 201 matching companies

Looking for Berno Financial Management, INC lookalikes, Berno Financial Management, INC competitors or Berno Financial Management, INC alternatives? The RevenueBase company graph holds 201 companies that do what Berno Financial Management, INC does, matched at 85%+ measured description similarity (RevenueBase, October 2026). The 25 largest are ranked below by team size; across all 201 matches RevenueBase tracks 5,826 professional contacts, including 2,001 with verified work emails.

Similarity is measured on what companies actually do, from their business descriptions rather than industry codes, and is shown per row as a percentage. This page keeps only companies at 85%+ measured similarity to Berno Financial Management, INC and ranks them by company size. Data current as of October 15, 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 Similarity shown on every row Refreshed Oct 15, 2026 Match quality audited by blind human judging

Reference company

Berno Financial Management, INC

“Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax…”

n/aEmployees

1Contacts tracked

0Verified emails

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The 25 largest Berno Financial Management, INC competitors and alternatives

Ranked by team size

Top 25 of 201 companies matching Berno Financial Management, INC at 85%+ description similarity, ranked by team size. Similarity is each company's measured match to Berno Financial Management, INC (100% = identical). Data refreshed Oct 15, 2026.
#	Company	HQ	Employees	Similarity	Verified emails
1	Captrust	Raleigh, US	1,001-5,000	86%	1,355 contacts →
2	Strategic Retirement Partners	San Francisco, US	51-200	88%	86 contacts →
3	Conrad Siegel	Harrisburg, US	51-200	85%	84 contacts →
4	Rather & Kittrell	Knoxville, US	11-50	89%	31 contacts →
5	LPL Financial	Brookfield, US	n/a	86%	1 contacts →
6	RPAG	Aliso Viejo, US	51-200	86%	19 contacts →
7	Wipfli Financial Advisors	Wauwatosa, US	51-200	86%	4 contacts →
8	Statherós Financial Solutions	El Dorado Hills, US	11-50	85%	8 contacts →
9	Lebel & Harriman Retirement Advisors	Falmouth, US	11-50	86%	22 contacts →
10	Prime Capital Retirement	Overland Park, US	51-200	88%	23 contacts →
11	Unified Trust	Lexington, US	51-200	87%	13 contacts →
12	California Financial Advisors CFA	San Ramon, US	11-50	87%	16 contacts →
13	Guidedchoice	Reno, US	51-200	85%	16 contacts →
14	Marsh Mclennan Agency Compass Financial Partners	Greensboro, US	11-50	89%	14 contacts →
15	Financial Strategies Retirement Partners Fsrp	Bedford, US	11-50	86%	12 contacts →
16	Financial Sense Wealth Management	San Diego, US	11-50	86%	10 contacts →
17	OLD Port Advisors Est. 1994	Portland, US	11-50	85%	14 contacts →
18	Assuredpartners Investment Advisors	Orlando, US	1,001-5,000	86%	8 contacts →
19	Deschutes Investment Consulting	Portland, US	11-50	88%	9 contacts →
20	Oswald Financial, INC	Cleveland, US	11-50	88%	7 contacts →
21	Onegroup Retirement Advisors	Syracuse, US	1-10	89%	7 contacts →
22	Trek Wealth Solutions	North Little Rock, US	1-10	85%	7 contacts →
23	Hyas Group, LLC	Portland, US	11-50	85%	8 contacts →
24	Αlpha Financial Partners	Lexington, US	1-10	85%	8 contacts →
25	Radian Partners	Memphis, US	11-50	85%	5 contacts →

Showing the 25 largest of 201 similar companies

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How similarity works

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.
Matching: Companies are matched on what they actually do, as described in their own business descriptions, never on shared industry codes. The list keeps only matches at 85%+ measured similarity to Berno Financial Management, INC, and match quality is audited by blind human judging. Read the full methodology.
Ranking: Team size, largest first, among the matched companies: companies are ordered by the number of professionals RevenueBase tracks at each one. Each row also shows its measured similarity to Berno Financial Management, INC as a percentage.
Verification: Contact records re-verify on a rolling cadence rather than being scraped once and left to decay; each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 15, 2026. Lists refresh periodically as the graph is re-checked.

Frequently asked

What are Berno Financial Management, INC lookalikes?

Berno Financial Management, INC lookalikes are companies that closely resemble what Berno Financial Management, INC does and sells, based on each company's own business description. The table above ranks the closest matches by company size, with each company's similarity to Berno Financial Management, INC shown as a percentage.

What companies are similar to Berno Financial Management, INC?

The largest companies similar to Berno Financial Management, INC are Captrust, Strategic Retirement Partners, Conrad Siegel and Rather & Kittrell. The table above shows the 25 largest of the 201 matched companies, with each row's similarity shown as a percentage.

How is similarity measured?

Similarity scores how closely a company's business, as described in its own words, matches Berno Financial Management, INC's, shown as a percentage (100% = an identical description). The list keeps companies at 85% or above and ranks them by team size.

How do I get contacts at these companies?

A free RevenueBase account lets you run this exact search and work the top matches, verified emails and direct dials included. Upgrading unlocks the 2,001 verified emails and direct dials tracked across all 201 matched companies.

Who are Berno Financial Management, INC's biggest competitors?

The largest Berno Financial Management, INC competitors by measured business-description similarity are Captrust, Strategic Retirement Partners, Conrad Siegel and Rather & Kittrell. Every company here does what Berno Financial Management, INC does at 85%+ similarity, ranked by team size.

What are the best Berno Financial Management, INC alternatives?

The closest Berno Financial Management, INC alternatives are the companies whose own business descriptions match Berno Financial Management, INC's most closely, shown above with each one's similarity as a percentage and ranked by team size.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 15, 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.