Company lists · Data refreshed September 2026

Top 25 Women owned financial consulting firms based in the United States

Name: Women owned financial consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 5,170 companies tracked

RevenueBase identified 5,170 women owned financial consulting firms headquartered in the United States as of September 2026 and tracks 40,008 professional contacts across them, including 16,809 with verified work emails. New York is the largest hub.

This list covers women owned financial consulting firms headquartered in the 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 29, 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 29, 2026 86% judged on-target in blind review

5,170Companies

40,008Contacts tracked

16,809Verified emails

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The 25 largest women owned financial consulting firms based in the United States

Ranked by team size

Top 25 of 5,170 women owned financial consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: 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	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 29, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 29, 2026
2	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 29, 2026
3	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 29, 2026
4	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 29, 2026	501-1,000	573 contacts →
	Partial evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 29, 2026
5	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 29, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 29, 2026
6	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026
7	Davenport & Company LLC	Strong evidence	Richmond, VA, United StatesHQ checked Sep 29, 2026	501-1,000	446 contacts →
	Strong evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 29, 2026
8	Raymond James & Associates, INC	Partial evidence	St. Petersburg, FL, United StatesHQ checked Sep 29, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
9	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 29, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 29, 2026
10	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 29, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 29, 2026
11	North Star Resource Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	201-500	375 contacts →
	Partial evidence “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Source: RevenueBase Database · checked Sep 29, 2026
12	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 29, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 29, 2026
13	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 29, 2026
14	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 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 29, 2026
15	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 29, 2026
16	Tristate Financial Advisors	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 29, 2026	201-500	306 contacts →
	Partial evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 29, 2026
17	Small Business Services	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	n/a	229 contacts →
	Indirect evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 29, 2026
18	Clearstead	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 29, 2026	201-500	190 contacts →
	Partial evidence “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Source: RevenueBase Database · checked Sep 29, 2026
19	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 29, 2026
20	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 29, 2026
21	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	135 contacts →
	Partial evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 29, 2026
22	Optima Office, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	51-200	120 contacts →
	Partial evidence “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Source: RevenueBase Database · checked Sep 29, 2026
23	NPC Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	119 contacts →
	Partial evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 29, 2026
24	Simon Quick Advisors, LLC	Indirect evidence	Morristown, NJ, United StatesHQ checked Sep 29, 2026	51-200	118 contacts →
	Indirect evidence “Our mission statement is to give our clients the freedom to pursue what matters most to them.” Source: RevenueBase Database · checked Sep 29, 2026
25	Pp&co	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	51-200	116 contacts →
	Indirect evidence “Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Source: RevenueBase Database · checked Sep 29, 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: women owned financial consulting firms. 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 women owned financial consulting firms.
Partial evidence: Its own public description names part of women owned financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name women owned financial consulting firms. 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 5,170 women owned financial consulting firms based in the United States

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Women owned financial consulting firms based in the United States at a glance

As of Sep 29, 2026

42.0%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

3,961

11-50

994

51-200

156

201-500

501-1,000

1,001-5,000

10001+

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 5,170 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 women owned financial consulting firms, 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 the United States whose own description of what they do matches “women owned financial consulting firms”. 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 women owned financial consulting firms), 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 women owned financial consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 16,809 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 29, 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.

Women owned financial consulting firms by metro

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 women owned financial consulting firms, 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 women owned financial consulting firms are there based in the United States?

RevenueBase identified 5,170 women owned financial consulting firms headquartered in the 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?

TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most women owned financial consulting firms?

New York leads with 125 headquartered companies, followed by Atlanta (71) and Chicago (65).

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 16,809 verified decision-maker contacts tracked across these 5,170 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 29, 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.