Company lists · Data refreshed October 2026
Top 25 Medical practice financial advisors based in the United States
RevenueBase identified 1,850 company matches for medical practice financial advisors associated with the United States as of October 2026 and tracks 12,175 professional contacts across them, including 4,471 with verified work emails. Dallas is the largest hub.
This list covers company matches for medical practice financial advisors associated with the 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 October 18, 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.
The 25 largest medical practice financial advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 296 contacts → | ||||
Exact match “Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 2 | 278 contacts → | ||||
Exact match “Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 3 | 164 contacts → | ||||
Exact match “The Marwood Group is a healthcare focused strategic advisory and financial services firm headquartered in New York City with offices in Washington, D.C.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 4 | 124 contacts → | ||||
Exact match “Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 5 | 118 contacts → | ||||
Exact match “We provide patient-centered, physician-led management services to help your practice grow and thrive in an ever-changing healthcare landscape.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 6 | 114 contacts → | ||||
Exact match “Pinnacle is a nationally recognized healthcare consulting firm with locations across the country.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 7 | 102 contacts → | ||||
Exact match “Fellow Health Partners provides customized and innovative business solutions seamlessly to medical practices and facilities.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 8 | 101 contacts → | ||||
Exact match “For nearly three decades, Scheduling Institute has helped thousands of practice owners break free from frustration and burnout by implementing simple, actionable systems.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 9 | 97 contacts → | ||||
Exact match “Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 10 | 92 contacts → | ||||
Exact match “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 11 | 88 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 12 | 88 contacts → | ||||
Exact match “With over 25 years of experience collaborating with practices, health plans, and private equity professionals, we have developed customized, actionable solutions to improve…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 13 | 84 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 14 | 77 contacts → | ||||
Exact match “Alliance Health System is a Comprehensive Management and Consulting company focused on the Medical Industry.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 15 | 74 contacts → | ||||
Exact match “eServMD, Inc.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 16 | 68 contacts → | ||||
Exact match “Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 17 | 64 contacts → | ||||
Exact match “DoctorsManagement is a full-service medical practice consulting firm comprised of dedicated experts to support your practice goals.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “Based in Los Angeles, California Medical Business Services, LLC, is a national management services organization (MSO) owned by local physicians.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 19 | 55 contacts → | ||||
Exact match “Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 20 | 53 contacts → | ||||
Exact match “Pathstone Partners was founded with one core mission: To enable healthcare organizations to provide high quality, accessible, and affordable healthcare to their communities.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 21 | 52 contacts → | ||||
Exact match “Medical Management Associates provides planning, management, and design services to thousands of physicians and other health care providers throughout the Southeast and in many…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 22 | 51 contacts → | ||||
Exact match “PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 23 | 49 contacts → | ||||
Exact match “Advanced Medical Management and Hospital Contracts Provider Our Mission MedExcel delivers medical excellence through the integration of people, management and technology.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 24 | 48 contacts → | ||||
Exact match “Scroggins provides comprehensive practice management, advisory, and assurance services designed to help independent healthcare providers thrive.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 25 | 47 contacts → | ||||
Exact match “Silkin Management Group was established in Portland, Oregon in 1983.” Recorded in the RevenueBase company graph · Oct 18, 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 “medical practice financial advisors”. 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 1,850 medical practice financial advisors based in the United States
See the full list, filter by size, metro and specialty, and access 4,471 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Medical practice financial advisors based in the United States at a glance
As of Oct 18, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,850 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 the United States whose business descriptions match “medical practice financial advisors” 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 4,471 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 October 18, 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.
Medical practice financial advisors by metro
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 “medical practice financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many medical practice financial advisors are there based in the United States?
RevenueBase identified 1,850 company matches for medical practice financial advisors associated with the United States as of October 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?
CURI tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most medical practice financial advisors?
Dallas leads with 35 company records, followed by New York (31) and Atlanta (29).
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 4,471 professional contacts with verified work emails tracked across these 1,850 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 October 18, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,850 medical practice financial advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Medical practice financial advisors by geography
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil
- Medical practice financial advisors based in Canada
- Medical practice financial advisors based in France
- Medical practice financial advisors based in Germany
- Medical practice financial advisors based in South Africa
- Medical practice financial advisors based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil
Company intelligence · public preview
Top 25 medical practice financial advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,850 matching company records for medical practice financial advisors based in the United States, with 12,175 tracked contacts and 4,471 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 medical practice financial advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  CURIcuri.comHQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cain Watters & Associatescainwatters.comHQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 278 contacts → |
“Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Marwood Groupmarwoodgroup.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 164 contacts → |
“The Marwood Group is a healthcare focused strategic advisory and financial services firm headquartered in New York City with offices in Washington, D.C.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Seventy2 Capital Wealth Managementseventy2capital.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 124 contacts → |
“Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Orthoallianceorthoalliance.comHQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 118 contacts → |
“We provide patient-centered, physician-led management services to help your practice grow and thrive in an ever-changing healthcare landscape.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pinnacle Healthcare Consultingaskphc.comHQ: Centennial, CO, United StatesReported employees: 201-500 | Centennial, CO, United States | 201-500 | Exact match | 114 contacts → |
“Pinnacle is a nationally recognized healthcare consulting firm with locations across the country.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fellow Health Partners, INCfellowhealthpartners.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 102 contacts → |
“Fellow Health Partners provides customized and innovative business solutions seamlessly to medical practices and facilities.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Scheduling Instituteschedulinginstitute.comHQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 101 contacts → |
“For nearly three decades, Scheduling Institute has helped thousands of practice owners break free from frustration and burnout by implementing simple, actionable systems.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Earnedearned.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 97 contacts → |
“Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Intellicentsintellicents.comHQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 92 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 88 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Medical Advantagemedicaladvantage.comHQ: Novi, MI, United StatesReported employees: 51-200 | Novi, MI, United States | 51-200 | Exact match | 88 contacts → |
“With over 25 years of experience collaborating with practices, health plans, and private equity professionals, we have developed customized, actionable solutions to improve…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alliance Health Systemalliancehealthsystem.comHQ: Matawan, NJ, United StatesReported employees: 201-500 | Matawan, NJ, United States | 201-500 | Exact match | 77 contacts → |
“Alliance Health System is a Comprehensive Management and Consulting company focused on the Medical Industry.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Eservmdeservmd.com HQ: Coral Springs, FL, United StatesReported employees: 11-50 | Coral Springs, FL, United States | 11-50 | Exact match | 74 contacts → |
“eServMD, Inc.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Earned Thomas Dollearnedwealth.com HQ: Walnut Creek, CA, United StatesReported employees: 51-200 | Walnut Creek, CA, United States | 51-200 | Exact match | 68 contacts → |
“Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Doctorsmanagement, LLCdoctorsmanagement.comHQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 64 contacts → |
“DoctorsManagement is a full-service medical practice consulting firm comprised of dedicated experts to support your practice goals.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | California Medical Business Servicescmbsllc.net HQ: Arcadia, CA, United StatesReported employees: 201-500 | Arcadia, CA, United States | 201-500 | Exact match | 56 contacts → |
“Based in Los Angeles, California Medical Business Services, LLC, is a national management services organization (MSO) owned by local physicians.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Summit Financial Group, LLCsummitadvisors.com HQ: San Ramon, CA, United StatesReported employees: 11-50 | San Ramon, CA, United States | 11-50 | Exact match | 55 contacts → |
“Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pathstone Partnerspathstonepartners.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Pathstone Partners was founded with one core mission: To enable healthcare organizations to provide high quality, accessible, and affordable healthcare to their communities.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Medical Management Associatesmedicalmanagement.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 52 contacts → |
“Medical Management Associates provides planning, management, and design services to thousands of physicians and other health care providers throughout the Southeast and in many…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Practicecfopracticecfo.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 51 contacts → |
“PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Medexcel, USA INCmedexcelusa.com HQ: New Windsor, NY, United StatesReported employees: 11-50 | New Windsor, NY, United States | 11-50 | Exact match | 49 contacts → |
“Advanced Medical Management and Hospital Contracts Provider Our Mission MedExcel delivers medical excellence through the integration of people, management and technology.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Scrogginsscroggins.comHQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 48 contacts → |
“Scroggins provides comprehensive practice management, advisory, and assurance services designed to help independent healthcare providers thrive.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Silkin Management Groupsilkinmanagementgroup.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 47 contacts → |
“Silkin Management Group was established in Portland, Oregon in 1983.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,850 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Medical practice financial advisors: dataset insights
October 18, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,849 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,850 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 18, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Medical practice financial advisors by metro
Questions about this company list
What does Exact match mean for medical practice financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many medical practice financial advisors did RevenueBase find based in the United States?
The saved snapshot records 1,850 matching company records, 12,175 tracked contacts and 4,471 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 18, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Medical practice financial advisors by geography
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil
- Medical practice financial advisors based in Canada
- Medical practice financial advisors based in France
- Medical practice financial advisors based in Germany
- Medical practice financial advisors based in South Africa
- Medical practice financial advisors based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 medical practice financial advisors based in the United States. Snapshot: October 18, 2026. https://revenuebase.ai/companies/medical-practice-financial-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil
Company intelligence · public preview
Top 25 medical practice financial advisors based in the United States
RevenueBase records 1,850 matching company records for medical practice financial advisors based in the United States, with 12,175 tracked contacts and 4,471 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 medical practice financial advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CURIcuri.com HQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cain Watters & Associatescainwatters.com HQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 278 contacts → |
“Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Marwood Groupmarwoodgroup.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 164 contacts → |
“The Marwood Group is a healthcare focused strategic advisory and financial services firm headquartered in New York City with offices in Washington, D.C.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Seventy2 Capital Wealth Managementseventy2capital.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 124 contacts → |
“Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Orthoallianceorthoalliance.com HQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 118 contacts → |
“We provide patient-centered, physician-led management services to help your practice grow and thrive in an ever-changing healthcare landscape.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pinnacle Healthcare Consultingaskphc.com HQ: Centennial, CO, United StatesReported employees: 201-500 | Centennial, CO, United States | 201-500 | Exact match | 114 contacts → |
“Pinnacle is a nationally recognized healthcare consulting firm with locations across the country.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fellow Health Partners, INCfellowhealthpartners.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 102 contacts → |
“Fellow Health Partners provides customized and innovative business solutions seamlessly to medical practices and facilities.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Scheduling Instituteschedulinginstitute.com HQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 101 contacts → |
“For nearly three decades, Scheduling Institute has helped thousands of practice owners break free from frustration and burnout by implementing simple, actionable systems.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Earnedearned.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 97 contacts → |
“Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Intellicentsintellicents.com HQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 92 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 88 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Medical Advantagemedicaladvantage.com HQ: Novi, MI, United StatesReported employees: 51-200 | Novi, MI, United States | 51-200 | Exact match | 88 contacts → |
“With over 25 years of experience collaborating with practices, health plans, and private equity professionals, we have developed customized, actionable solutions to improve…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alliance Health Systemalliancehealthsystem.com HQ: Matawan, NJ, United StatesReported employees: 201-500 | Matawan, NJ, United States | 201-500 | Exact match | 77 contacts → |
“Alliance Health System is a Comprehensive Management and Consulting company focused on the Medical Industry.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Eservmdeservmd.com HQ: Coral Springs, FL, United StatesReported employees: 11-50 | Coral Springs, FL, United States | 11-50 | Exact match | 74 contacts → |
“eServMD, Inc.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Earned Thomas Dollearnedwealth.com HQ: Walnut Creek, CA, United StatesReported employees: 51-200 | Walnut Creek, CA, United States | 51-200 | Exact match | 68 contacts → |
“Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Doctorsmanagement, LLCdoctorsmanagement.com HQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 64 contacts → |
“DoctorsManagement is a full-service medical practice consulting firm comprised of dedicated experts to support your practice goals.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | California Medical Business Servicescmbsllc.net HQ: Arcadia, CA, United StatesReported employees: 201-500 | Arcadia, CA, United States | 201-500 | Exact match | 56 contacts → |
“Based in Los Angeles, California Medical Business Services, LLC, is a national management services organization (MSO) owned by local physicians.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Summit Financial Group, LLCsummitadvisors.com HQ: San Ramon, CA, United StatesReported employees: 11-50 | San Ramon, CA, United States | 11-50 | Exact match | 55 contacts → |
“Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pathstone Partnerspathstonepartners.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Pathstone Partners was founded with one core mission: To enable healthcare organizations to provide high quality, accessible, and affordable healthcare to their communities.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Medical Management Associatesmedicalmanagement.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 52 contacts → |
“Medical Management Associates provides planning, management, and design services to thousands of physicians and other health care providers throughout the Southeast and in many…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Practicecfopracticecfo.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 51 contacts → |
“PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Medexcel, USA INCmedexcelusa.com HQ: New Windsor, NY, United StatesReported employees: 11-50 | New Windsor, NY, United States | 11-50 | Exact match | 49 contacts → |
“Advanced Medical Management and Hospital Contracts Provider Our Mission MedExcel delivers medical excellence through the integration of people, management and technology.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Scrogginsscroggins.com HQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 48 contacts → |
“Scroggins provides comprehensive practice management, advisory, and assurance services designed to help independent healthcare providers thrive.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Silkin Management Groupsilkinmanagementgroup.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 47 contacts → |
“Silkin Management Group was established in Portland, Oregon in 1983.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,850 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Medical practice financial advisors: dataset insights
October 18, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,849 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,850 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 18, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Medical practice financial advisors by metro
Questions about this company list
What does Exact match mean for medical practice financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many medical practice financial advisors did RevenueBase find based in the United States?
The saved snapshot records 1,850 matching company records, 12,175 tracked contacts and 4,471 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 18, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Medical practice financial advisors by geography
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil
- Medical practice financial advisors based in Canada
- Medical practice financial advisors based in France
- Medical practice financial advisors based in Germany
- Medical practice financial advisors based in South Africa
- Medical practice financial advisors based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 medical practice financial advisors based in the United States. Snapshot: October 18, 2026. https://revenuebase.ai/companies/medical-practice-financial-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Medical practice financial advisors based in Atlanta, United States
- Medical practice financial advisors based in Dallas, United States
- Medical practice financial advisors based in Houston, United States
- Medical practice financial advisors based in New York, United States
- Medical practice financial advisors based in Australia
- Medical practice financial advisors based in Brazil