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 company matches for women owned financial consulting firms associated with 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 company matches for women owned financial consulting firms 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 September 29, 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 29, 2026 How this list was built

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 company matches for women owned financial consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 29, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 29, 2026	501-1,000	573 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 29, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 29, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 29, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 29, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Sep 29, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 29, 2026	201-500	375 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 29, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 29, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	n/a	229 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Clearstead	Exact match	Cleveland, OH, United StatesHQ recorded Sep 29, 2026	201-500	190 contacts →
	Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	51-200	135 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Optima Office, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	51-200	120 contacts →
	Exact match “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	119 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Simon Quick Advisors, LLC	Exact match	Morristown, NJ, United StatesHQ recorded Sep 29, 2026	51-200	118 contacts →
	Exact match “Our mission statement is to give our clients the freedom to pursue what matters most to them.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Pp&co	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	51-200	116 contacts →
	Exact match “Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Recorded in the RevenueBase company graph · Sep 29, 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 “women owned financial consulting 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 25 of 5,170 women owned financial consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 16,809 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “women owned financial consulting 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 16,809 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 29, 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.

Women owned financial consulting firms 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 “women owned financial consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 5,170 company matches for women owned financial consulting firms associated with the 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?

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

Which city has the most women owned financial consulting firms?

New York leads with 125 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 16,809 professional contacts with verified work emails tracked across these 5,170 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 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 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.