Insights

Fiduciary Leadership NAPFA is a leading Fee-Only, fiduciary association for personal financial planning with a strong ethical framework and a national member base, presenting a robust channel for high-integrity advisor referrals and enterprise partnerships.

Strategic Partnerships Recent and notable collaborations (CFP Board alliance, TIFIN Wealth partnership, FP Transitions for succession planning, Onyx Advisor Network for minority-led firms) indicate receptiveness to technology, governance, and growth partnerships that could be extended to offer co-branded services or integrated platforms.

Technology Enablement NAPFA engages with marketing and operations tech including Google, LinkedIn, Twitter ads, Simpli.fi, Crazy Egg, SendGrid, and Azure, suggesting opportunities to offer enhanced martech tooling, analytics, or CRM/automation solutions tailored to fee-only advisory practices.

Growth & Governance With revenue in the mid six figures to low seven figures range and ongoing leadership changes (CEO appointment in 2023) alongside expansion through partnerships, there is appetite for services supporting governance, scale, succession planning, and member value enhancement.

Market Positioning As a public-facing, trusted network advocating fiduciary best practices, NAPFA can be a conduit for premium compliance, ethics, and consumer-education offerings, opening upsell opportunities for compliance consulting, fiduciary training, and branded client-services solutions targeted at Fee-Only advisors.

Similar companies to NAPFA - National Association of Personal Financial Advisors

NAPFA - National Association of Personal Financial Advisors Tech Stack

NAPFA - National Association of Personal Financial Advisors uses 8 technology products and services including Google Ads, LinkedIn Ads, Twitter Ads, and more. Explore NAPFA - National Association of Personal Financial Advisors's tech stack below.

Media & News

NAPFA - National Association of Personal Financial Advisors's Email Address Formats

NAPFA - National Association of Personal Financial Advisors uses at least 4 email formats:
NAPFA - National Association of Personal Financial Advisors Email FormatsExamplePercentage
LastF@napfa.orgDoeJ@napfa.org
88%
FirstLast@napfa.orgJohnDoe@napfa.org
6%
Last@napfa.orgDoe@napfa.org
3%
FirstLa@napfa.orgJohnDo@napfa.org
3%

Frequently Asked Questions

What is NAPFA - National Association of Personal Financial Advisors's phone number?

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You can contact NAPFA - National Association of Personal Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NAPFA - National Association of Personal Financial Advisors's official website and social media links?

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NAPFA - National Association of Personal Financial Advisors's official website is napfa.org and has social profiles on LinkedIn.

How much revenue does NAPFA - National Association of Personal Financial Advisors generate?

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As of August 2026, NAPFA - National Association of Personal Financial Advisors's annual revenue is estimated to be $25M - $50M.

What is NAPFA - National Association of Personal Financial Advisors's NAICS code?

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NAPFA - National Association of Personal Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does NAPFA - National Association of Personal Financial Advisors have currently?

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As of August 2026, NAPFA - National Association of Personal Financial Advisors has approximately 44 employees across 1 continents, including North America. Key team members include Partner: S. S. C., Area Sales Manager Nj And Pa: K. D. and Senior Consultant Financial Services: A. D. Explore NAPFA - National Association of Personal Financial Advisors's employee directory with LeadIQ.

What industry does NAPFA - National Association of Personal Financial Advisors belong to?

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NAPFA - National Association of Personal Financial Advisors operates in the Financial Services industry.

What technology does NAPFA - National Association of Personal Financial Advisors use?

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NAPFA - National Association of Personal Financial Advisors's tech stack includes Google Ads, LinkedIn Ads, Twitter Ads, Crazy Egg, Simpli.fi, Microsoft 365, SendGrid and Microsoft Azure.

What is NAPFA - National Association of Personal Financial Advisors's email format?

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NAPFA - National Association of Personal Financial Advisors's email format typically follows the pattern of LastF@napfa.org. Find more NAPFA - National Association of Personal Financial Advisors email formats with LeadIQ.

When was NAPFA - National Association of Personal Financial Advisors founded?

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NAPFA - National Association of Personal Financial Advisors was founded in 1983.
NAPFA - National Association of Personal Financial Advisors logo

NAPFA - National Association of Personal Financial Advisors

Financial ServicesIllinois, United States11-50 Employees

NAPFA is a national association serving fee-only, comprehensive financial planning professionals within the financial services industry. Founded in 1983, it has grown its membership while operating under a strict ethics framework and a widely recognized definition of fee-only compensation, positioning its members as objective fiduciary advisors for individuals and institutions. The organization helps consumers access truly comprehensive, fee-only financial advice through its Find an Advisor search.

Its mission is to promote the public interest by advancing the financial planning profession and supporting members in line with core values such as competency, comprehensive planning, fee-only compensation, client-centered fiduciary duty, and complete disclosure. Based in Franklin Park, Illinois, NAPFA emphasizes standards embodied in its Fiduciary Oath and Code of Ethics to foster trust in its registered financial advisors. In 2026, NAPFA participated in a collaboration with the CFP Board and the Financial Planning Association to advocate for stronger regulatory protections to guard seniors and other investors from exploitation and fraud.

Section iconCompany Overview

Phone number
Website
napfa.org
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    NAPFA - National Association of Personal Financial Advisors's revenue is estimated to be in the range of $25M - $50M

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