Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Mexico

Name: Association financial advisory firms based in Mexico
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 370 companies tracked

RevenueBase identified 370 association financial advisory firms headquartered in Mexico as of September 2026 and tracks 2,497 professional contacts across them, including 216 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers association financial advisory firms headquartered in Mexico, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

370Companies

2,497Contacts tracked

216Verified emails

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The 25 largest association financial advisory firms based in Mexico

Ranked by team size

Top 25 of 370 association financial advisory firms based in Mexico, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	International Advisor LTD	Strong evidence	Polanco, MexicoHQ checked Sep 19, 2026	11-50	93 contacts →
	Strong evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 19, 2026
2	Columbus Asesores Patrimoniales	Strong evidence	Cdmx, MexicoHQ checked Sep 19, 2026	51-200	69 contacts →
	Strong evidence “Independent Financial Advisor established in 1996 in México City.” Source: RevenueBase Database · checked Sep 19, 2026
3	Punto Casa DE Bolsa	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	51-200	69 contacts →
	Indirect evidence “Somos una Casa de Bolsa joven y dinámica, combinamos experiencia, nuevas ideas y valores con el mejor servicio personalizado.” Source: RevenueBase Database · checked Sep 19, 2026
4	Networth Fintech	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	201-500	66 contacts →
	Indirect evidence “Somos un grupo de profesionales certificados.” Source: RevenueBase Database · checked Sep 19, 2026
5	Aevum Asesores Patrimoniales, S.C	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	51-200	64 contacts →
	Indirect evidence “Somos una Dirección de Agencia de GNP Seguros especializada en desarrollar agentes de seguros de alto desempeño y en brindar soluciones integrales de protección patrimonial para…” Source: RevenueBase Database · checked Sep 19, 2026
6	MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes	Partial evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	51-200	61 contacts →
	Partial evidence “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Source: RevenueBase Database · checked Sep 19, 2026
7	NSC Asesores	Partial evidence	Ciudad De Mexico, MexicoHQ checked Sep 19, 2026	51-200	54 contacts →
	Partial evidence “NSC Asesores es la primera firma independiente de asesoría financiera en México, siendo actualmente la más importante en el mercado nacional.” Source: RevenueBase Database · checked Sep 19, 2026
8	Aurex Capital	Indirect evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	51-200	36 contacts →
	Indirect evidence “En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Source: RevenueBase Database · checked Sep 19, 2026
9	Grupo Aserti, S.A. DE C.V	Indirect evidence	Benito Juárez, MexicoHQ checked Sep 19, 2026	51-200	36 contacts →
	Indirect evidence “Somos un equipo eficaz, dinámico e innovador.” Source: RevenueBase Database · checked Sep 19, 2026
10	Invervá Soluciones	Partial evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	51-200	21 contacts →
	Partial evidence “Somos un grupo de asesores financieros independientes que se encargan de orientar y/o preparar económicamente a la gente para cuando más lo necesita, nuestra meta es brindarle las…” Source: RevenueBase Database · checked Sep 19, 2026
11	Elan Protección Patrimonial	Partial evidence	Zapopan, MexicoHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Source: RevenueBase Database · checked Sep 19, 2026
12	Aptia Bienestar Financiero	Partial evidence	México, MexicoHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Source: RevenueBase Database · checked Sep 19, 2026
13	Smart Capital Asesor EN Inversiones Independiente	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Smart Capital es una firma de Asesoría en Inversiones Independiente debidamente registrada ante la Comisión Nacional Bancaria y de Valores (CNBV).” Source: RevenueBase Database · checked Sep 19, 2026
14	Realigo	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Source: RevenueBase Database · checked Sep 19, 2026
15	Wolf México	Partial evidence	Cuernavaca, MexicoHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Wolf Mexico es un grupo financiero líder que se distingue por sus tres divisiones especializadas: Financiera, Fiduciaria y Fondos de Inversión.” Source: RevenueBase Database · checked Sep 19, 2026
16	Kredietrust	Indirect evidence	México, MexicoHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Kredietrust es una red de asesores de seguros que pone a su disposición de sus clientes las soluciones más avanzadas en seguros personales y familiares, así como consultoría en…” Source: RevenueBase Database · checked Sep 19, 2026
17	Stratos Asesores Financieros	Partial evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Somos una firma de asesores de inversión independiente, formada por un grupo de personas con una amplia experiencia en los mercados financieros globales.” Source: RevenueBase Database · checked Sep 19, 2026
18	Sekufin	Indirect evidence	Álvaro Obregón, MexicoHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Te damos la bienvenida a Sekufin, donde entendemos la confianza como el pilar fundamental que impulsa la innovación, desbloquea posibilidades y contribuye no solo a la estabilidad…” Source: RevenueBase Database · checked Sep 19, 2026
19	Holistic Advisors	Strong evidence	Monterrey, MexicoHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Source: RevenueBase Database · checked Sep 19, 2026
20	Mapeg Consultores	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Source: RevenueBase Database · checked Sep 19, 2026
21	Barrón Guerra Y Asociados	Indirect evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	51-200	10 contacts →
	Indirect evidence “En Barrón Guerra & Asociados estamos comprometidos a desarrollarte como asesor en seguros con tu talento.” Source: RevenueBase Database · checked Sep 19, 2026
22	Privest	Indirect evidence	Mexico City, MexicoHQ checked Sep 19, 2026	51-200	10 contacts →
	Indirect evidence “PRIVEST S.A.” Source: RevenueBase Database · checked Sep 19, 2026
23	gonval.mx	Indirect evidence	Monterrey, MexicoHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Somos una firma especializada en ayudar a más personas a identificar los riesgos de la vida, mediante un sistema único y personalizado de asesoría.” Source: RevenueBase Database · checked Sep 19, 2026
24	Arkwright Business Group	Indirect evidence	Querétaro, MexicoHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect evidence “Somos un consorcio internacional de Firmas de Consejeros de negocios con oficinas en las ciudades con mayor actividad industrial, comercial y de servicios.” Source: RevenueBase Database · checked Sep 19, 2026
25	Orsus Asesoría Patrimonial	Partial evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 370 association financial advisory firms based in Mexico

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Association financial advisory firms based in Mexico at a glance

As of Sep 19, 2026

8.7%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

13.2%Largest-city concentration · Ciudad De Mexico

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

188

11-50

122

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 370 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Mexico whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside Mexico are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 216 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Association financial advisory firms by metro

Association financial advisory firms in Ciudad De Mexico49

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many association financial advisory firms are there based in Mexico?

RevenueBase identified 370 association financial advisory firms headquartered in Mexico as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

International Advisor LTD, headquartered in City, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Ciudad De Mexico leads with 49 headquartered companies, followed by San Pedro Garza Garcia (20) and Cdmx (19).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 216 verified decision-maker contacts tracked across these 370 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 Smart Search, 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.