Company lists · Data refreshed September 2026

Top 24 Senior financial planning firms based in Greensboro, United States

Name: Senior financial planning firms based in Greensboro, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 46 companies tracked

RevenueBase identified 46 company matches for senior financial planning firms associated with Greensboro, United States as of September 2026 and tracks 433 professional contacts across them, including 130 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Greensboro has 46.

This list covers company matches for senior financial planning firms associated with Greensboro, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

46Companies

433Contacts tracked

130Verified emails

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The 24 largest senior financial planning firms based in Greensboro, United States

Ranked by team size

Top 24 of 46 company matches for senior financial planning firms based in Greensboro, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Stearns Financial Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	34 contacts →
	Exact match “Stearns Financial Group,(“SFG”) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Marsh Mclennan Agency Compass Financial Partners	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “We love what we do.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Pilot Financial	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	501-1,000	24 contacts →
	Exact match “Whether you’re looking for a traditional affiliation with benefits, a brokerage relationship, or to operate independently, Pilot Financial offers several affiliation options.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Smith Salley Wealth Management	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “You spent decades working hard and building something meaningful for your family.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Navigon Financial Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	51-200	18 contacts →
	Exact match “Navigon Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Wisepath Financial Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “Many individuals across the United States have a lifetime to plan for retirement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Trinity Wealth Management	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “We offer financial education, meticulous planning, & clear guidance for your family and your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Holderness Investments Company	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Since 1995, our objective has been to help clients reach their long-term financial goals with investment strategies handcrafted for their unique needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Spartan Planning Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Spartan Planning Group is a Fee Only wealth management and comprehensive financial planning firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Southeast Financial Services, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Headquartered in Greensboro, NC, Southeast Financial Services, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Vincita Investment Partners	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Vincita Investment Partners is a planning-driven firm focused on simplifying financial complexities, protecting wealth, and providing clients with the peace of mind to enjoy life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Plybon & Associates, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “At Plybon & Associates, we have an amazing team of caring and passionate people to help customize, develop, and execute plans for life’s rainy days.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Trent Capital Management, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Trent Capital is a fiduciary wealth management firm located in Greensboro, North Carolina.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Smith Partners Wealth Management	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Smith Partners Wealth Management is a 34-year-old investment firm providing comprehensive planning and research, fee-only fiduciary investment management, and CFO functionality to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Gaiser Financial Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Looking for a local financial advisor who will give you personalized attention?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Wisdom Wealth Care	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We understand that individuals face unique financial challenges at every stage of life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Tarheel Advisors, LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Full Service Financial Planning and Investment Management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Zuraw Financial Advisors LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “At Zuraw Financial Advisors, we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Financial Transparency	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	11-50	1 contacts →
	Exact match “We want to create a better financial world for our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	1890 Wealth Solutions, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Independent Broker Services - Retirement - Income Planning” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Tmrw Wealth	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Certified Financial Planner Board of Standards Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Button & Button Wealth Management LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Simplified Wealth	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Financial Planning is a process and framework that when done right guides the actions you should take with your Investments, Taxes, Benefits (Government & Employee), and Estate…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Asset Preservation Solutions, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Asset Preservation Solutions, Inc has been built from the ground up with a mission to help bring clarity and relief to the financial world of confusion and stress that most people…” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 24 of 46 senior financial planning firms based in Greensboro, United States

See the full list, filter by size, metro and specialty, and access 130 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Greensboro, United States at a glance

As of Sep 22, 2026

30.0%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Greensboro, so it is reported there. Company counts and contact totals on this page are exact for Greensboro, over 46 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 Greensboro, United States whose business descriptions match “senior financial planning firms” 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 130 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 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.

Senior financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Greensboro, United States?

RevenueBase identified 46 company matches for senior financial planning firms associated with Greensboro, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Stearns Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Greensboro has 46.

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 130 professional contacts with verified work emails tracked across these 46 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.