Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in the United States

Name: Advisor-led investment platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 11,818 companies tracked

RevenueBase identified 11,818 company matches for advisor-led investment platforms associated with the United States as of September 2026 and tracks 438,785 professional contacts across them, including 194,525 with verified work emails. New York is the largest hub.

This list covers company matches for advisor-led investment platforms 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 27, 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 27, 2026 How this list was built

11,818Companies

438,785Contacts tracked

194,525Verified emails

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The 25 largest advisor-led investment platforms based in the United States

Ranked by team size

Top 25 of 11,818 company matches for advisor-led investment platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 27, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	10001+	41,744 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Sep 27, 2026	10001+	31,927 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 27, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 27, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 27, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 27, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Sep 27, 2026	1,001-5,000	4,862 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	5,001-10,000	3,874 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	3,292 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 27, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	MFS Investment Management	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,738 contacts →
	Exact match “In 1924, MFS launched the US’ first open-end mutual fund.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 27, 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 “advisor-led investment platforms”. 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 11,818 advisor-led investment platforms based in the United States

See the full list, filter by size, metro and specialty, and access 194,525 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Advisor-led investment platforms based in the United States at a glance

As of Sep 27, 2026

44.3%Verified-email coverage

37.1Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

8,566

11-50

2,460

51-200

493

201-500

123

501-1,000

1,001-5,000

5,001-10,000

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 11,818 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 “advisor-led investment platforms” 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 194,525 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 27, 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.

Advisor-led investment platforms 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 “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisor-led investment platforms are there based in the United States?

RevenueBase identified 11,818 company matches for advisor-led investment platforms 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most advisor-led investment platforms?

New York leads with 387 company records, followed by Atlanta (150) and Chicago (143).

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 194,525 professional contacts with verified work emails tracked across these 11,818 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 27, 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.