National Association of Personal Financial Advisors (NAPFA) Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • National Association of Personal Financial Advisors (NAPFA)'s estimated annual revenue is currently $4.9M per year.(i)
  • National Association of Personal Financial Advisors (NAPFA)'s estimated revenue per employee is $104,000

Employee Data

  • National Association of Personal Financial Advisors (NAPFA) has 47 Employees.(i)
  • National Association of Personal Financial Advisors (NAPFA) grew their employee count by -8% last year.

National Association of Personal Financial Advisors (NAPFA)'s People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Sr. Director, Member Services & ExperienceReveal Email/Phone
3
Director, Professional Development and EducationReveal Email/Phone
4
Senior Coordinator, Continuing Education and MembershipReveal Email/Phone
5
Executive Assistant to CEOReveal Email/Phone
6
Program CoordinatorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.5M435%N/AN/A
#2
$35M24530%$169.9MN/A
#3
$29.1M208-7%$20MN/A
#4
$1.5M2310%$7.3MN/A
#5
$10.8M836%$47.5MN/A
#6
$11490M2559110%N/AN/A
#7
$1.7M26-13%$34.9MN/A
#8
$8.2M70N/AN/AN/A
#9
$20.7M14817%$15.7MN/A
#10
$604.4M33219%N/AN/A
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What Is National Association of Personal Financial Advisors (NAPFA)?

The National Association of Personal Financial Advisors is the nation's leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors. At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics. Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values. Core Values: Competency: Requiring the highest standards of proficiency in the industry. Comprehensive: Practicing a holistic approach to financial planning. Compensation: Using a Fee-Only model that facilitates objective advice. Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first. Complete Disclosure: Providing an explanation of fees and potential conflicts of interest. Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.

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Total Funding

47

Number of Employees

$4.9M

Revenue (est)

-8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

National Association of Personal Financial Advisors (NAPFA) News

2022-04-06 - I’m 57 and I don't have much money. Is a financial adviser right for me?

“Your best bet would be to search for a fee-only adviser by searching either the National Association of Personal Financial Advisors (NAPFA)...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.5M470%N/A
#2
$8.3M470%N/A
#3
$9.6M479%$0.75M
#4
$7.5M479%N/A
#5
$5.5M4724%N/A