Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in New York, United States

Name: Personal financial coaches 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 230 companies tracked

RevenueBase identified 230 personal financial coaches headquartered in New York, United States as of September 2026 and tracks 37,975 professional contacts across them, including 14,374 with verified work emails. New York is the largest hub.

This list covers personal financial coaches headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

230Companies

37,975Contacts tracked

14,374Verified emails

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The 25 largest personal financial coaches based in New York, United States

Ranked by team size

Top 25 of 230 personal financial coaches based in New York, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	837 contacts →
	Partial evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 20, 2026
3	MONEY	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	348 contacts →
	Indirect evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 20, 2026
4	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 20, 2026
5	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026
6	Smartasset	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	286 contacts →
	Partial evidence “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: RevenueBase Database · checked Sep 20, 2026
7	National Financial Network	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	247 contacts →
	Partial evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 20, 2026
8	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 20, 2026
9	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 20, 2026
10	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 20, 2026
11	Ellevest	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	77 contacts →
	Partial evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 20, 2026
12	Fruitful	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	58 contacts →
	Partial evidence “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Source: RevenueBase Database · checked Sep 20, 2026
13	Massmutual Metro NEW York	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	51 contacts →
	Partial evidence “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 20, 2026
14	Pioneer Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Partial evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 20, 2026
15	Andrew Garrett, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	42 contacts →
	Partial evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
16	UFN United Financial Network	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Partial evidence “UFN is a financial services company located in New York City helping individuals escape unsecured debt.” Source: RevenueBase Database · checked Sep 20, 2026
17	Capital Management Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Partial evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 20, 2026
18	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 20, 2026
19	Prosperian Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	28 contacts →
	Partial evidence “We provide individuals and families with thoughtful, smart and rigorous financial services and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
20	NEW Start Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	27 contacts →
	Partial evidence “New Start Capital is a financial services and advisory firm that helps customers with lower to moderate credit scores obtain loans, consolidate debts, and reduce creditor payments…” Source: RevenueBase Database · checked Sep 20, 2026
21	Sable YC S19 Acquired	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Partial evidence “The world's fastest, most premium path to financial freedom.” Source: RevenueBase Database · checked Sep 20, 2026
22	Learnvest	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	22 contacts →
	Indirect evidence “Managing your finances can be complicated and stressful.” Source: RevenueBase Database · checked Sep 20, 2026
23	Sentinel Financial Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 20, 2026
24	Tempus Financial Group, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	20 contacts →
	Partial evidence “Our mission is to help provide financial freedom to every client.” Source: RevenueBase Database · checked Sep 20, 2026
25	Financial GYM Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Strong evidence “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal financial coaches. 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 personal financial coaches.
Partial evidence: Its own public description names part of personal financial coaches, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial coaches. 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 25 of 230 personal financial coaches based in New York, United States

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Personal financial coaches based in New York, United States at a glance

As of Sep 20, 2026

37.9%Verified-email coverage

165.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

149

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 230 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 personal financial coaches, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “personal financial coaches”. 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 personal financial coaches), 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 personal financial coaches, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 14,374 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 20, 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.

Personal financial coaches by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial coaches, 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 personal financial coaches are there based in New York, United States?

RevenueBase identified 230 personal financial coaches headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most personal financial coaches?

New York leads with 230 headquartered companies, followed by Atlanta (179) and Houston (156).

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 14,374 verified decision-maker contacts tracked across these 230 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 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 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.