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Competitor Summary. See how Financial Planning Association compares to its main competitors:

  • Synergy Group has the most employees (40,000).
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Financial Planning Association vs competitors

CompanyFounding dateZippia scoreHeadquarters# of LocationsRevenueEmployees
2000
4.1
Denver, CO1$23.0M374
1990
3.7
Atlanta, GA1$830,00035
Mortgage Bankers Association
1913
3.6
Washington, DC1$690,0009
2005
4.3
Belmont, NC1$870,00050
2002
4.7
Hauppauge, NY5$1.7B3,750
1983
3.8
--$26.7M200
-
3.6
Lisle, IL1$690,00025
1997
3.3
Bellingham, WA1$1.8M30
-
4.2
Boca Raton, FL1$2.8M35
2018
4.3
New York, NY1$51.0M7,500
1987
4.0
Moorefield, WV4$369.6M439
2004
4.3
San Francisco, CA1$8.4M279
Coral Group
1992
2.9
Minneapolis, MN1$850,00010
2003
4.4
Overland Park, KS1$10.0B40,000
-
4.4
Andover, MA1$2.9M50
1991
3.4
Weston, CT1$499,99958
1982
4.6
Minneapolis, MN1$39.0M50
1923
3.8
Jenkintown, PA1$10.2M50
1979
4.6
Rancho Cucamonga, CA5$1.8B50
1990
4.6
Berwyn, PA1$30.1M75
Parker/Hunter
1902
3.1
Gibsonia, PA1$130,0005

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Financial Planning Association salaries vs competitors

Compare Financial Planning Association salaries vs competitors

CompanyAverage salaryHourly salarySalary score
Financial Planning Association
$60,432$29.05-

Compare Financial Planning Association job title salaries vs competitors

CompanyHighest salaryHourly salary
Financial Planning Association
$93,360$44.88
First Round
$142,551$68.53
Turner Investments
$116,358$55.94
VSH CPAs
$109,041$52.42
Small Business Services
$106,863$51.38
Pitcairn
$103,928$49.97
Boston Partners
$103,354$49.69
American Capital Partners
$103,187$49.61
Investments Limited
$102,190$49.13
Creative Planning
$97,948$47.09
Capital Guardian
$96,581$46.43
Parker/Hunter
$95,366$45.85
Independent Financial Marketing Group Inc
$92,098$44.28
Synergy Group
$92,016$44.24
Dkb
$91,580$44.03
The Financial Executives Networking Group
$91,383$43.93
Momenta Inc.
$90,795$43.65
NFP Ventures
$90,559$43.54
Coral Group
$89,312$42.94
Mortgage Bankers Association
$89,025$42.80

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Financial Planning Association demographics vs competitors

Compare gender at Financial Planning Association vs competitors

Job titleMaleFemale
Financial Planning Association47%53%
Mortgage Bankers Association48%52%
Summit Financial Group53%47%
Momenta Inc.55%45%
Synergy Group56%44%
Investments Limited64%36%
Male
Female

Compare race at Financial Planning Association vs competitors

CompanyWhiteHispanic or LatinoBlack or African AmericanAsianUnknownDiversity score
61%15%10%10%3%
9.7
54%21%9%11%5%
9.5
62%16%11%8%4%
9.8
61%18%10%8%3%
9.0
Mortgage Bankers Association
53%14%18%11%4%
9.9
57%18%11%10%4%
9.7

Financial Planning Association and similar companies CEOs

CEOBio
H. Charles Maddy
Summit Financial Group

H. Charles Maddy, III has served as a member of the Board of Directors since 1993 and has served as a member of the Board of Directors of Summit’s banking subsidiary, Summit Community Bank, since 1993. Mr. Maddy has served as Chairman of Summit Community Bank since September, 2010, and Co-Chairman from 2007 to September, 2010. Mr. Maddy is currently the President and Chief Executive Officer of the Company, and has served in this capacity since 1994. Mr. Maddy has demonstrated exceptional leadership through his participation in a variety of professional and community service activities, including his service as the past Vice-Chairman and past Director of the Federal Home Loan Bank of Pittsburgh and also served as Chairman of their Audit Committee; Director and past President of the West Virginia Bankers’ Association and member of the Legislative/Government Relations Committee; past President and past Director of the West Virginia Association of Community Bankers; member of American Bankers Association and Chairman of the ABA Federal Home Loan Bank Committee; member of the Banker Advocacy and Grassroots Committee; past member of the ABA’s Community Bankers Council and Government Relations Council Administrative Committee; Director and a Founder of the Hardy County Child Care Center; and Director of the Hardy County Community Foundation. Mr. Maddy has also been recognized as a leader in his industry and has been the recipient of the Outstanding CPA in Business and Industry Award and the AICPA Business and Industry Hall of Fame Award. Mr. Maddy received his bachelor degree in business administration with a concentration in accounting from Concord College. Mr. Maddy is a member of the Executive Committee, the Asset/Liability and Funds Management Committee, and the Profit Sharing Committee.

Leslie C. Voth
Pitcairn

Richard Stevens
Momenta Inc.

Victor Cardenas
Synergy Group

Victor Cardenas is a Managing Partner at GrowMate International LLC; Chief Executive Officer at Pure Syncore, LLC.; and Partner at Synergy Crosslinx Holding, LLC and is based in Houston, Texas. He has worked as Former Board Member at American Bible Society. Victor works or has worked as President at Synergy Crosslinx Holding, LLC.

Robert D. Broeksmit
Mortgage Bankers Association

Robert 'Bob' Broeksmit is a President/CEO at Mortgage Bankers Association and Managing Director at Treliant and is based in Washington, D.C.. He has worked as Board Member at Treliant; President, B.F. Saul Mortgage Company at Chevy Chase Bank; and Executive Vice President, Mortgage Lending at CAPITAL ONE FINANCIAL CORP. Robert studied at Yale between 1981 and 1985.

Riaz Haffejee
Investments Limited

Charles Hung Lin
First Round

Charles Hung Lin works at First Round Capital and a Chief Executive Officer at First Round Capital and is based in Costa Rica.

Jessica Waggoner
VSH CPAs

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